SalesLogix More Features

Account and contact management

  • See a company-wide view of your relationship with all contacts.
  • Manage unlimited contacts with notes and history.
  • Track custom information for accounts and contacts.
  • View consolidated activity and history information for each account.
  • Assign accounts to sales reps or sales teams.
  • Create and save custom views.
  • Connect to any Web page using your Web browser.
  • Create and save custom lists of any contact or account group.
  • Add private contacts not viewed by other users.
  • Find contacts with powerful query-by-example and keyword search, or use
    standard name, account, address, owner and other look-ups.
  • Use international address and telephone standards, plus extended character
    sets.

Calendars and scheduling

  • Coordinate group activities with conflict checking, confirmations and resource
    scheduling.
  • Record spur-of-the-moment thoughts or unscheduled customer conversations
    in the Activity Notepad and schedule follow-up activities or add to notes
    and history.
  • View and print graphical day, week, month and year calendars.
  • Schedule pop-up alarm reminders.
  • Drag and drop activities to quickly reschedule.
  • Create prioritized task lists.
  • Schedule personal activities with private access.
  • Personalize calendar views and scheduling methods.
  • Share calendars with other SalesLogix users or Microsoft® Outlook,
    Novell GroupWise® or Lotus® Notes users.
  • Drag and drop email from Microsoft® Outlook and automatically create
    history items.

 
Word processing, fax and email

  • Attach and track documents for each contact.
  • Create letters, faxes, memos, email and other documents on the fly.
  • Mail merge built-in or custom templates.
  • Use Microsoft® Word or the built-in word processor.
  • Fax easily using Microsoft Fax, WinFax Pro and FaxRush®.
  • Send instant email with links to Microsoft Exchange, Microsoft® Outlook,
    Internet Mail (POP3), Lotus® cc:Mail, Notes Mail, and Novell GroupWise®.

Database

  • Connect to Microsoft® SQL Server or Oracle, using high-performance
    direct connections, not ODBC.
  • Get started quickly with the built-in SQL Client/Server database.
  • Add tables and fields.
  • Check for duplicate data.
  • Import legacy data, ASCII delimited, dBASE® and SQL-stored data and
    save custom import maps.
  • Import ACT!® or GoldMine® data, including notes, history, attachments,
    activities and more.