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 Streamlined ERP Integration Simplified Install and Upgrade Experience Slide 2

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?

Multi-select Entity to send to or MS Word Notes/History Improvements How do I /Send to 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 Check for Duplicates History Detail view contains the group of potential duplicates within a job. Duplicate records are sorted by Score 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/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? 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 Best Match - The entity that is the closest match to this record. Matches Found - The number of potential matches for this entity.

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 Slide 15 What’s New Configuration Now Unlocked Simple XML Configuration Reduces Customization Costs ~/SmartParts/WhatsNew/RemoteMainWhatsNew.ascx RemoteMainWhatsNew Accounts What’s New Configuration Now Unlocked Simple XML Configuration Reduces Customization Costs ~/SmartParts/WhatsNew/RemoteMainWhatsNew.ascx RemoteMainWhatsNew Accounts Configure “What’s New” to Keep Users Up-to-Date Eliminate Information Overload Show Users the Information They Need Right Now 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 Ten Tabs Out-of-the-Box Remove Unwanted Tabs Add New Tabs with Custom Information

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

Editable Data Grid Slide 17 Spreadsheet Style Records Accepts SData Feed as Data Source Use Internal or External Data Sources Spreadsheet Style Records 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 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) Refined Workflow Inline editing eliminates pop-ups & user clicks Editable grid eliminates additional forms for insert & updates (reduces development costs)

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 Streamlined ERP Integration Simplified Install and Upgrade Experience Slide 18