Understanding the Sage SalesLogix Web Client Workspace

The workspace is the area where various views appear in the main Sage SalesLogix Web Client window.

Each view in your Sage SalesLogix Web Client contains many of the following elements.

Your workspace may be different depending on your access rights or if your installation uses a customized Sage SalesLogix Web Client.

Element	Description
Menu Bar	The menu bar contains the Sage SalesLogix Web Client commands. These include Recently Viewed, Help, New, Schedule, Tools, Write, Opportunities, and Groups menus, Reminders button and the SpeedSearch button. Click a menu to expand it.
Navigation Bar	Located on the left side of the Sage SalesLogix Web Client workspace, the Navigation Bar contains buttons that open the main Sage SalesLogix Web Client views Your administrator can group the buttons into subsets that focus on specific elements of your business, such as Sales or Support.
Title Bar	The title identifies which record type is currently being displayed in the active view. When you are in the Account, Contact, or Opportunity Detail views, the title bar displays the name of the current account, contact or opportunity.
Tabs	Tabs organize information on many of the detail views and dialog boxes.
Status Bar	The status bar displays the user, Log Off link and Help menu. It also contains the link to Options, where you can select from available options for e-mail, calendar and alarms, set a default group and record type, change your password, and enter default settings for new opportunities.
Task Pane	The Task Pane displays to the right of the main window pane. The Task Pane consists of common tasks and features designed to help you complete your work. The available options depend on the record type and type of view where you are working.

Button	Tooltip	Event
	Account Service information	Click this button to open the Account Service Information dialog box.
	Add	Click this button to add or associate an item.
	Add Condition	Click this button to add another parameter to the Lookup on the List or Detail views.
	Add URL	Click this button to attach a Web address URL.
	Associate	Click this button to associate an item.
	Calendar Calendar/Time	Click this button to select a date and time.
	Close Print View	Click this button to close the Print View.
	Collapse	Click this button to hide additional information in a list row.
	Complete	Click this button to complete an activity.
	Copy Information to the Clipboard	Click this button to copy contact information to the Clipboard.
	Delete	Click this button to delete or disassociate an item.
	Edit	Click this button to edit information.
	Ellipsis	Click this button to open a pick list.
	E-mail	Click this button to open a new e-mail message.
	Expand	Click this button to view additional information in a list row.
	Find	Click this button to perform a lookup.
	First	Click this button to view the first record in a group.
	Help	Click this button to open Web Client Help.
	Import Leads	Click this button to start importing leads from the Import Leads view.
	Last	Click this button to view the last record in a group.
	List View	Click this button to switch to the list view.
	MapQuest	Click this button to open MapQuest using the current address information.
	Mark this item as useful	Click this button if you find a solution helpful, but are not pasting it into your ticket.
	Maximize pane	Click this button to maximize the size of the window pane.
	Minimize pane	Click this button to minimize the size of the window pane.
	Move	Click this button to move a contact to a different account.
	Next	Click this button to view the next record.
	Opportunity Statistics	Click this button to open Opportunity Statistics.
	Previous	Click this button to view the previous record.
	Previous Keyword and Next Keyword (SpeedSearch)	Click these buttons to view the previous or next instance of a keyword found using SpeedSearch.
	Print View	Click this button to open the Print View.
	Remove Condition	Click this button to remove a parameter from the Lookup on the List or Detail views.
	Reset	Click this button to clear any changes you've made since the last update.
	Save	Click this button to save your changes.
	Save & Clear	Click this button to save the new contact or account and clear the view in order to add another record.
	Save & New	Click this button to save the new contact and create another new contact for the same account.
	SpeedSearch	Click this button to open SpeedSearch.
	Update Multiple Opportunities	Click this button to update multiple opportunities at one time.
	User Date Stamp	Click this button to put a user name and date stamp in your ticket notes.
	WWW	Click this button to go to the account's Web site.