Dave Wallace, Director of Product Management for Sage SalesLogix CRM, provided Technology Advisors’ customers a preview of the new SalesLogix v8.0 coming out next year.

Dave dove into the updates in the Web Client from a Usability perspective, highlighting:

  • List Management
  • Account List View
  • Detail View
  • Scrollable Grids in Tabs
  • Copy Text to Clipboard
  • Move & Copy Contact
  • Mail Merge

He showed Activities and Calendaring, calling out the ability to update multiple opportunities at one time and the new configurable pop-up alerts.
Next, onto the LAN improvements which included updates to the UI, the Windows 7 Thumbnails and how to mark a resource as a location and manage those resources. Then the big one, how to Add a Field!

In the Mobile version, we looked at the Month and Week views as well as new features including:

  • Support for custom keyboard types on supported devices
  • New date/time picker control
  • Support for events
  • Plug-n-play customizations
  • Roles/secured actions

The discussion led to Data Safeguarding where we saw the addition of security to SpeedSearch indexes and password security for the web.

The hour flew by quickly as we only covered a portion of the new features and functionality in the SalesLogix v8.0 release. What else does everyone want to see?

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