What’s New in Sage SalesLogix 7.5.4

1. What’s New in Sage SalesLogix 7.5.4

2. 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

3. Notes/History ImprovementsNotes/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.

4. Notes/History ImprovementsHow do I apply filters?

5. Notes/History ImprovementsHow do I E-mail/Send to MS Word • Multi-select Entity to send to E-mail or MS Word

6. Check for Duplicates/MergeCheck 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 ?

7. Check for Duplicates/MergeStep 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.

8. Check for Duplicates/MergeStep 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

9. Check for Duplicates/MergeStep 3 – Process Request • View the status of Check for Duplicate Process • Unique Duplicate Job Number • Number of processed records / total records / total duplicates found

10. Check for Duplicates/MergeStep 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

11. Check for Duplicates/MergeView 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.

12. Check for Duplicates/MergeHow 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.

13. Check for Duplicates/MergeMerge 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 Alllink shows all fields (including matching fields)

14. Notes Field ImprovementsResizing of Note Fields • You asked for it – biggernotes field in • The Activity dialog (Viewing and scheduling Activities) • New Note dialog

15. 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>

16. Workforce ProductivitySales Orders & Opportunity Product • Streamlined user experience • Introduces SData-based Editable Grids New New

17. Editable Data Grid • 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 • Refined Workflow • Inline editing eliminates pop-ups & user clicks • Editable grid eliminates additional forms for insert & updates (reduces development costs)

18. 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