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|Sage CRM SalesLogix Customization
|Sage CRM SalesLogix delivers a host of broadly usable features and functions designed by sales professionals to maximize the effectiveness of your organization’s sales force. Recognizing that all organizations are unique, Sage CRM SalesLogix provides a range of customization capabilities enabling you to achieve rapid productive use of the product, tailor the product to your unique business needs, keep the total cost of ownership low, and achieve a high return on your investment. By placing basic tools in the hands of users, and equipping administrators with advanced customization capabilities, Sage CRM SalesLogix provides the flexibility and scalability to grow and change with your business.
|Basic Customization Features
Basic Customization Capabilities Within Sage CRM SalesLogix
Sage CRM SalesLogix enables you to control a variety of features by setting options to reflect the way you work. In addition to setting required user options, you can personalize your workspace by choosing colors and fonts, and set up your calendar display to match your workday. To make frequently used features easy to access, you can add and delete items from toolbars and menus. You can set specific preferences for a variety of features, such as the view that appears when you start Sage CRM SalesLogix Sales, and the prompts you see when you schedule activities. In addition to these preferences, you can also adjust tabs and columns in the views.
Users are able to make many changes to their workspace:
- Change colors and fonts
- Change the desktop view using Windows menu
- Change the default Sage CRM SalesLogix background
- Customize toolbars
Advanced Customization Features
Advanced Customization Capabilities Within Sage CRM SalesLogix
Advanced customization capabilities are available to enable you to create new screens (views) for your Sage CRM SalesLogix installation, and add custom functionality to existing screens. A full set of API's or COM interface controls are available for advanced customization and integration. Once you have made your changes, you can roll them out automatically to everyone or only selected teams or remotes.
Using the Advanced Customization module:
- Create a new Sales View to capture or display new data
- Create a Project to store a group of plugin IDs together for easy retrieval and use
- Customize Navigation Bars, Tool Bars, and Menus
- Build a Contact Process to execute a sequence of tasks over a set time period
- Build a Word template
- Create SQL scripts to perform specific functions in Sage CRM SalesLogix
- Create VB scripts to build links to other applications
- Edit and create new pick lists and lookups