What’s New in Sage SalesLogix 7.5.4

Release Highlights Sage SalesLogix v7.5.4 delivers exciting new features, extensive usability enhancements and market-leading innovations for mobility and ERP integration – all with a focus on quality, cost of ownership and the user experience. To ensure the highest levels of quality and performance, Sage SalesLogix v7.5.4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback. Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable: Higher User Productivity Mobile Workforce Enablement Streamlined ERP Integration Simplified Install and Upgrade Experience Coming Soon! – Sage SalesLogix Advanced Analytics

Workforce Productivity

Notes/History Improvements Notes/History Tab The Notes/History Tab displays on the Account, Contact, Opportunity and Lead Detail views. Displays interactions such as meetings, phone calls, to-dos, mail and e-mail logged to history. It also displays notes associated with each interaction.

Notes/History Improvements How do I apply filters?

Notes/History Improvements How do I E-mail/Send to MS Word Multi-select Entity to send to E-mail or MS Word

Check for Duplicates/Merge Check For Duplicates a powerful tool that saves you time and ensures clean data and accurate reports The Check for Duplicates wizard compares records in Sage SalesLogix to determine if your data contains duplicates. Tired of spending lots of time cleaning your data ? Your reports are never right ?

Check for Duplicates/Merge Step 1 – Select a Source Select the entity type for which you want to check for duplicates. Select the group of records within the selected entity type.

Check for Duplicates/Merge Step 2 – Choose Search Options Select the filters you want the wizard to use when matching data. The data in both records must be an exact match to be considered a duplicate. Advanced Match Options is used to set additional match options fields

Check for Duplicates/Merge Step 3 – Process Request View the status of Check for Duplicate Process Unique Duplicate Job Number Number of processed records / total records / total duplicates found

Check for Duplicates/Merge Step 4 – View Results Search Record - The name within the entity that was found to be a potential duplicate. Resolve Status - The status of the record which indicates if it is a possible duplicate, if the data has been merged, or if it has been determined that it is not a duplicate. Score - The probability rating that this record is a duplicate. A higher score indicates a higher probability that the record is a duplicate. Check for Duplicates History Detail view contains the group of potential duplicates within a job. Duplicate records are sorted by Score

Check for Duplicates/Merge View Duplicate Job History Users can access the results to merge or remove duplicate data at any time Duplicates History List view displays all duplicate jobs in the system Process Duplicates List view displays all potential duplicates in the system.

Check for Duplicates/Merge How do I resolve duplicates? Best Match - The entity that is the closest match to this record. Matches Found - The number of potential matches for this entity. Open the Check for Duplicates History Detail view for the job in which you want to resolve duplicates. On the Job Results tab, click the Resolve link for a potential duplicate. You can use the information on this tab to help determine if the record is a duplicate or if it needs to be resolved. Complete the Resolve Duplicate Record dialog box. On the Unresolved Duplicates tab, select the potential duplicate and click the Merge link

Check for Duplicates/Merge Merge Data At the top of the grid, select which record should be the primary record. Source - The record that is being converted or resolved. Target - The Sage SalesLogix record found when searching for duplicate records. Select the properties for the merged record  Show All link shows all fields (including matching fields)

Notes Field Improvements Resizing of Note Fields You asked for it – bigger notes field in The Activity dialog (Viewing and scheduling Activities) New Note dialog

Configurable What’s New Configure “What’s New” to Keep Users Up-to-Date Eliminate Information Overload Show Users the Information They Need Right Now Ten Tabs Out-of-the-Box Remove Unwanted Tabs Add New Tabs with Custom Information What’s New Configuration Now Unlocked Simple XML Configuration Reduces Customization Costs <item targets="remote" window="main" enabled="true"> <virtualPath>~/SmartParts/WhatsNew/RemoteMainWhatsNew.ascx</virtualPath> <partId>RemoteMainWhatsNew</partId> <title>Accounts</title> <description>Accounts</description> </item> You can customize the tabs on the What's New page by configuring an XML file. When the What's New module is executed within the page, it looks for the existence of WhatsNew_Config.xml in the App_Data folder of the portal. If it exists, the rendering logic changes and uses the details contained within to determine the smart parts that get displayed. A sample configuration file, WhatsNew_Config_Example.xml, is provided. The easiest way to configure the file is to deploy your Sales Client site, copy or rename the resultant file to WhatsNew_Config.xml, and edit it in Visual Studio. When you have completed your changes in Visual Studio, copy the updated file back into the SupportFiles\App_Data folder in your project.

Workforce Productivity Sales Orders & Opportunity Product Streamlined user experience Introduces SData-based Editable Grids New New

Editable Data Grid Spreadsheet Style Records Easy Data Editing Accepts SData Feed as Data Source Use Internal or External Data Sources Easy Data Editing Column Control Types Match Data Type Checkbox, Link, Numeric, Lookup, etc Columns Individually Securable for Edit/Link Refined Workflow Inline editing eliminates pop-ups & user clicks Editable grid eliminates additional forms for insert & updates (reduces development costs)

Simplified Install & Upgrade

Simplified Install & Upgrade Full Install Customers upgrading from 7.5.x or new customers only have to install the service pack – 7.5 base install not required Customers upgrading prior to 7.5 will need to go to 7.5 first and then apply 7.5.4 Pre-requisites for the install have been moved to the beginning of the installation wizard to streamline the installation process Added installation logging to better support troubleshooting

Simplified Install & Upgrade Simplified Offline Client Install Default support for SQL Express 2008 R2 as the offline database Client download available from within web client (New Nav Bar Link) Offline client install streamlined by putting the pre-reqs up front and reduces errors Ability to do silent install – allows install without user interaction – better support for automated IT deployments Installs and configures Desktop integration – SendSLX, Outlook Integration, Desktop Manager, Mail Merge, Export to Excel Reduce end user setup by using enabling Active Directory authentication – users no longer required to enter user id and password

Simplified Install & Upgrade Roll up 7.5.3 Accelerators Standard Problem / Standard Resolution Resources Lead Qualifications Roles - Secured Actions

Simplified Install & Upgrade Upgrade Discovery Tool Reduce Upgrade Costs Eliminate Need to Build Comparison Environment Assess Upgrade Impact without Creating Bundles Compare Intersection of Your Changes to Our Changes Ramp Up New Projects Faster Discover Versions, Bundles, & HF’s Installed View Detailed Customization Information Get File Level Detail Customization Discovery Tool available as a public download discover what version you're on and what hot fixes are installed changes to your model that you customized of the release you were on intersection of your changes and our changes help making upgrades and migration less painful Command Line Utility Compares Files Hashes All Files Hashed Since v7.5.0 Works Directly with Models Available as a Public Download

Streamlined ERP Integration

What is SData? Web Services Based API for Sage SalesLogix Access your data anywhere -If you can send a URL, you can use SData Uses industry standards -There is nothing scary for your IT dept here http://localhost:3333/sdata/slx/dynamic/-/accounts?format=html HTML, XML, REST, ATOM/RSS Fast, secure, full featured -If you can do it in SalesLogix, you can do it with SData SData does the heavy lifting -You can build integration solutions with up to 80% less code Read, write, sync, import, export Program in any language Use Client Libraries to save time

Examples Built using Sdata™

SData Active Directory Support Leverage the Work You’re Already Doing Minimize User Administration Costs Maintain Users in Active Directory Sync Active Directory Users to Sage SalesLogix Increase Security & Control Access Enforce Windows Authentication Block Non-Active Directory Users from Login Reduce Implementation Costs Enforce Window Authentication New SData Active Directory Support sdata supports windows integrated authentication with an active directory lookup desktop manager supports ad auth with checkbox no credentials required lower tco deploying desktop manager it's a configuration in the web config closes a security loophole Extend Your Applications SData Applications Can Use Window Authentication Promote Single Sign-On Strategy New

Sage Integration Integration Features Real-time access to ERP data Cross-application requests leverage ERP business logic to access complex data such as pricing Seamless User Experience keeps CRM user in their CRM environment Real-Time data feeds Detailed views for specific transaction CRM ERP Two-way Sync One-way Sync (Accounts, Contacts, Sales Order, Etc.) (Products, UOM, Etc.) Request Data via ERP Business Logic Sage Proprietary & Confidential – Content Subject to Change

Sage Integration Viewing ERP Data Three complex real-time data views Based off account Sales Orders Sales Order lines Invoices Deliveries Invoice lines Payments Payments/Receipts Payment details

Sage Integration New SData API’s Access Attachments View & update documents, text files, and graphics associated with Accounts, Opportunities, Tickets, etc Modify User Options Access User configuration options for client startup, activity reminders, currency, etc Manage Groups List, sort, and filter Groups Execute a group with a custom filter Return System Options Provides readonly access to company name, database version, etc Access the SalesLogix Library View & update library directories & documents Access revision dates, available status, etc Get Current User Use the service to identify the current user attachments groups libraryDirectories libraryDocuments pickLists systemOptions userOptions Work with Picklists List all picklists & picklist items Supports filtering, sorting, & paging Global CRM Contract Build maintainable integrations

Mobile Workforce Enablement

Mobile Workforce Enablement Calendar & Complete Activity View today’s activities or pick any future/past date for a list of activities Schedule new meetings, personal activities, phone calls and to-dos Complete any Activity and schedule a follow-up

Mobile Workforce Enablement Additional features View Opportunity’s related products Call Contact mobile number from Quick actions menu

Mobile Workforce Enablement What’s New Combined Notes and History views to a single Notes/History view List icons describe the type of Activity or Note (e.g. ) Users can filter the Notes/History view by typing one of the following hash tag values into the Search box, for example: #note – View just notes #phonecall – View only phone call history items

Mobile Workforce Enablement Customization Guides Creating an Application Module  List View  Detail View  Edit View Customizing Views  To access the guides: https://github.com/SageScottsdalePlatform/argos-sdk/wiki

Sage SalesLogix Advanced Analytics – Coming Soon!

Coming Soon! Sage SalesLogix Advanced Analytics Interactive Analytics solution Integrated with Sage SalesLogix 10 pre-built dashboards Sales Marketing Customer Service Highly customizable Easy to learn and use Stay tuned for more details!!

Upgrade Today! Sage SalesLogix v7.5.4 delivers exciting new features, extensive usability enhancements and market-leading innovations for mobility and ERP integration – all with a focus on quality, cost of ownership and the user experience. To ensure the highest levels of quality and performance, Sage SalesLogix v7.5.4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback. Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable: Higher User Productivity Mobile Workforce Enablement Streamlined ERP Integration Simplified Install and Upgrade Experience Coming Soon! – Sage SalesLogix Advanced Analytics