What's New In This Release

Sage SalesLogix Web Client contains the following updates:

Version 7.5.4

Improved logging and notifications for Desktop Integration.
New Notes/History tab combines the Notes and History tabs, filters data and allows you to send a note or history item in an e-mail or to Microsoft Word.
New calendar option to designate the day first day of the week.
Added support for Microsoft Outlook version 2010.
Removed the "Add All Users to Standard Role” function. To add users to the Standard User Role, select the appropriate users in the Users List view and click Add to Role in the User Tasks pane.
Added the ability to check for duplicate accounts, contacts, and leads.
Added the ability to create a new account and/or contact from a sales order.
Added support for Accounting Integration.

These features were originally available in the 2011 R1 Accelerator release.

Version 7.5.3

Added the ability to manage:
Competitors - add, edit, or delete competitors that can be associated to an opportunity.
Departments - add, edit, or delete departments that can be used as a specialized team.
Lead Sources - add, edit, or delete lead sources that identify how a contact or lead was created.
Literature Items - add, edit, or delete literature items available for literature requests.
Pick Lists - add, edit, or delete pick lists to help users improve data consistency.
Products and Packages - add, edit, or delete products and product packages (a collection of products) that can be associated to an opportunity or sales order.
Teams - create and manage teams that can be used to define account ownership and access.
Users - add users, manage profiles, and set security.
Roles - manage a user's access to Web Client features.
Manage Library folders and documents.
Fulfill, complete, or reject literature requests.
Merge contacts or accounts.
Desktop Integration for:
Drag and Drop Attachments
Drag and Drop E-mail from Microsoft Outlook
Outlook Integration - Send SLX and Record to History
Mail Merge
Export to Excel
Drag and Drop Library files (Administrator only)
Dashboards - add, edit, and manage data with charts and Top 10 lists.

Version 7.5.2

Sales Orders now have a list view and detail view.
The Sales Orders Detail view contains a Sales Orders Snapshot with financial information that can be forwarded in an e-mail message.
When a Sales Order address is changed, you are now asked if you would like to update matching contact addresses.
Activity Reminders have been updated to allow you to complete, reschedule and delete multiple records at once and snooze and dismiss alarms for multiple activities at once.
You can now print a detail report from some detail views.
The Calendar and Activity views now identify activities that have attachments.
Use the Default Lookup Layout option to select the group with the layout you want to use for lookups on each main view.
If you navigate to a detail view from another related detail view, the Lookup Results tab will contain records with a similar relationship. For example, other contacts related to the same account.

Version 7.5

Activities enhancements including attachments for activities and the ability to associate an activity to a lead.
Intellisync for SalesLogix has been updated to use the Intellisync version 7.0 engine.