Tips & Tricks

To help you get the most out of your applications we're providing on-going tips and tricks for the end-user. You could probably figure these out if you had the time, but we know you don't...

Here are a couple of examples:

SalesLogix

1. Is there a way I can take notes while I'm on the phone with a customer AND move around the application at the same time?

Yes, by using the Activity Notepad you can do exactly that.

While you're on the phone just click the Activity Notepad button (or click F6) and start taking your notes. You can navigate around the whole application and take notes at the same time.

2. I have a lot of opportunities and updating them every month with a new Estimated Close Date takes too much time. Is there a faster way?

Yes, by using the "Update Multiple Opportunities" utility, you can update multiple opportunities all in one step.

Choose Edit, and click Update Multiple Opportunities.
Select all of he Opportunities that need updating and set the appropriate update criteria.

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Sage CRM

1. How can I quickly add contacts I've got in Outlook straight into Sage CRM?

In Outlook, find and select the contacts you want to add to Sage CRM
Click the Add Contact button on the Outlook toolbar.

Note: A dedupe is performed on the Company name. If a company match is detected in CRM, the list of matches is displayed and you can select the appropriate company.

Then, when the Person dedupe find page is displayed, select the Enter Person Details button.
If any duplicates are detected, they are displayed. You can select a contact by clicking on it.
If no duplicates are detected, the new Person page is displayed in CRM within Outlook, with the existing contact details from Outlook filled in.

If a company match is not detected, a new company (that includes the person details on the Person panel) is automatically created using the Company name from Outlook.

Select Save and then select the Synchronize button in Outlook.
The Person Summary page is displayed. The contact is also added to the My Contacts tab in CRM, so that they get synchronized between the two systems in the future.
When you delete a contact in Outlook, the next time you synchronize, that contact is also deleted from CRM if you have the appropriate rights in CRM.

2. Now that I'm starting to get a lot of Communication history in my Company and Person records, I find I'm having to go to the next page to find the record I'm after (the grid only shows the 10 most recent communications) . Is there an easier way?

Yes, don't forget that you have control over how many lines you can display in your grid views. The default setting is 10, but you can set a limit as high as 25.

In My CRM, click the My Preferences tab
Click the change button
Change the Grid Size value and click Save

Voila!

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