Sage SalesLogix provides the tools to allow you to modify some parts of the interface so that you can work in the way that suits your needs. The User Options allow you to set specific preferences for certain features such as General/Search, Group, Activity/Alarm, Calendar, Change Password, and Opportunities that appear when you start the Sage SalesLogix Web Client application. The settings that you select are recorded as being for the user who is logged on and are not visible to other Sage SalesLogix users.

To edit user options:

1. Login as the proper user of the SalesLogix CRM system.
2. On the top right status bar, click Options.
3. Click the tab for the options you want to edit.
   • Click the Activity/Alarm tab to set options for the Activity Main View, follow-up activities, or Activity alarms.
   • Click the Calendar tab to set options for the Calendar view. You can determine the information that displays on your calendar, the default view, or the day start and end times.
4. Click the Save button icon.

Activity/Alarm Options
Activities, Alarms, and Reminders enable you to keep track of tasks in the Sage SalesLogix Web Client. The Activity/Alarms tab allows you to specify how and when Activities, Alarms, and Reminders will display.

To set Activity and alarm options:

1. On the top right status bar, click Options.
2. Click the Activity/Alarms tab.
3. In the Show Activities for box, select the user whose Activities you want to display in the Activity Main View.
4. From the Default View drop-down list, select the tab name for the type of Activities you want to display in the Activity Main View (for example, All Open).
5. In the Time Frame drop-down list, select the time range of Activities you want to display in the Activities Main View.
6. In the Default Follow-up Activity drop-down list, select the type of Activity to be scheduled as a follow up, after you complete an activity.
7. In the Carry Over Notes drop-down list, select Yes if you want to carry over any existing notes.
8. In the Carry Over Attachments drop-down list, select Yes if you want to carry over any existing attachments.
9. In the Alarm Default Lead boxes, enter a number in the box and select Minute(s), Hour(s), or Day(s) from the drop-down list to determine the length of time the reminder should occur before the Activity Start Time.
10. Click the Display Activity Reminders drop-down arrow and select Yes to display Activity Reminders or No to prevent Activity Reminders from displaying.
11. Click the Display Alarms drop-down arrow and select Yes to display Activities with alarms in the Activity Reminders view or No to prevent Activities with alarms from displaying.
12. Click the Display Confirmations drop-down arrow and select Yes to display Activity confirmations in the Activity Reminders view or No to prevent Activity confirmations from displaying.
13. Click the Display Past Due drop-down arrow and select Yes to display past due Activities in the Activity Reminders view or No to prevent past due Activities from displaying.
14. Click the Save button icon.

Calendar Options
The User Options view displays the settings for the logged on user. These options are only applicable for that specific user in the Web Client.

Calendar Options allow you to adjust the content and appearance of your calendar to accommodate the way you work. You can set the type of information that displays in Activities, the start and end of the work day, the default calendar view, default interval on the calendar, and whether or not completed Activities (history) items display. History items only display on the day and week calendars by default. You can also set the user whose calendar is displayed by default. The logged-on user is the default.

To set calendar options:

1. On the top right status bar, click Options.
2. Click the Calendar tab.
3. In the Default Calendar View box, click the drop-down arrow and select the default calendar view you want to display when you open the Calendar view.
4. In the Show History on Calendar box, click the drop-down arrow and select Yes to display history items or No to not display history items on the day view.
5. In the View Calendar For box, click the Find button, select a user from the list, and then click OK.
6. In the Show on Activities box, click the drop-down arrow and select the Activity information you want to display on the Calendar.
7. In the Day Start box, click the drop-down arrow and select the time you want the Calendar to display as your start time.
8. In the Day End box, click the drop-down arrow and select the time you want the Calendar to display as your end time.
9. In the Default Interval box, click the drop-down arrow and select whether the calendar displays information in 15, 30 or 60 minute intervals.
10. In the Default Activity Type box, click the drop-down arrow and select a default Activity type. This is the type of Activity that will be created when you double-click on any of the Calendar views.
11. Click Save.

The above two tabs have been covered but there are other User Options as well such as General/Search, Group, Change Password, and Opportunities tabs that appear when you start the Sage SalesLogix Web Client application. Below is a brief description of those categories:

• General/Search Options
  Use the General/Search tab to specify such settings as which view opens by default when you first log into Sage SalesLogix Web Client, and who to use as the default owner for any new records you create. You can also set options for using Mail Merge, although these will not be visible unless you selected the “Use ActiveMail” check box when you logged in.

• Group Options
  The Group Options view display your personal preference settings for Main Views, Default Groups, and Grid Options such as auto resizing columns to prevent horizontal scrolling. These options only apply when the user is logged on to the Web Client.

• Changing a Password
  You have the ability to change your password through the User Options in the Web Client. Once you have made the changes you want, you must log off and then log on again for the changes to take effect.

• Opportunity Options
  Use the Opportunities tab to specify default attributes for any new opportunities that you enter into the Sage SalesLogix Web Client. The Opportunity Options view displays the settings for the user who is logged on. These options are only applicable for that specific user in the Web Client.

Editing User Options in Sage SalesLogix Web allows you to modify personal preferences so you can work in an environment that better suits your needs and allow each user to work as effectively as possible in the Sage SalesLogix customer relationship management (CRM) environment.

If you would like to learn more about Editing Activity and Calendar User Options or have another CRM article that you would like us to write about please contact Simplesoft Solutions, Inc. in one of our Cincinnati, OH or Chicago, IL surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Chicago, Illinois Office:
Simplesoft Solutions, Inc.
950 N. Rand Rd. #123
Wauconda, IL 60084

Tags: Activity Management, Chicago, Cincinnati, CRM, Customer Relationship Management, End Users, Illinois, Ohio, Sage SalesLogix, Sage SalesLogix v7.5.2, Sage SalesLogix Web, Sage SalesLogix Web Client, SalesLogix End Users, SalesLogix Usage

This entry was posted on Wednesday, June 16th, 2010 at 2:50 PM and is filed under Reviewing Tips and Tricks. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.