Sage SalesLogix v7 - Empath-e...Sage SalesLogix v7.2 Product Bulletin August 2007 All information...

Sage SalesLogix v7.2 Product Bulletin

August 2007

All information contained within this Sage SalesLogix bulletin is considered confidential and proprietary to Sage Software, its partners, and its customers. Contents of this

bulletin may not be reproduced or distributed without consent from Sage Software.


All information contained within this Sage SalesLogix bulletin is considered confidential and proprietary. Contents of this bulletin may not be reproduced or distributed without prior consent from Sage Software. of 48

Table of Contents Table of Contents.......................................................................................................... 2

Purpose.......................................................................................................................... 4

Product Overview.......................................................................................................... 4 A Robust New Web Platform..................................................................................................4 An Industry-Leading Web and Mobile Customization and Development Environment ...4 A Rich User Experience..........................................................................................................5 Expanded Mobility...................................................................................................................5 Discontinued Features............................................................................................................5

Highlights of the New Web Platform............................................................................ 6 Fundamentals of the Application Architecture ....................................................................7 Sage SalesLogix Web Platform Comparison......................................................................14

Web and Mobile Customization and Development................................................... 15 Application Architect Development Environment..............................................................15 Flexible Customization Capabilities ....................................................................................16 Codeless Customizations.....................................................................................................18 Bundle and Share Customizations ......................................................................................18 One-click Deployments.........................................................................................................19 Re-usable Code and Streamlined Upgrades.......................................................................20 Using Third-Party Development Tools for Customization.................................................20 New Web Customization Concepts .....................................................................................21

Rich User Experience ................................................................................................. 23 Windows-like Experience on the Web.................................................................................23 Sage SalesLogix Web Client Comparison ..........................................................................28

Expanded Mobility....................................................................................................... 29 What’s New in Sage SalesLogix Mobile v5 .........................................................................29

Windows, Web, and Mobile Client Comparison........................................................ 31

Sage SalesLogix Version Comparison – v5.2 through v7.2 .................................... 32 Sage SalesLogix v7.2 Features and Functionality .............................................................32 Sage SalesLogix v7.0 Features and Functionality .............................................................33 Sage SalesLogix v6.2 Features and Functionality .............................................................35 Sage SalesLogix v6.1 Features and Functionality .............................................................38



Sage SalesLogix v6.0 Features and Functionality .............................................................39 Sage SalesLogix v5.2 Features and Functionality .............................................................41

FAQ............................................................................................................................... 43 Compatibility..........................................................................................................................43 Features .................................................................................................................................44 Customizations......................................................................................................................46



Purpose The purpose of this document is to give Sage SalesLogix Business Partners and Technology Partners an overview of the Sage SalesLogix 7.2 release and act as a guideline to help partners build the necessary skills to adopt this release. This document contains information regarding new application components as well as a description of new concepts being introduced with this release. Please keep in mind that items presented in this sneak peek document are subject to change.

Product Overview Sage SalesLogix v7.2 is built on a state-of-the-art platform that IT managers will embrace, with Web services to enable better integration and unparalleled customization capability in the industry. Sage SalesLogix v7.2 and Sage SalesLogix Mobile deliver an integrated Web and mobile development environment including codeless and coded development, management, deployment, and bundling capabilities. This new state-of-the-art customization environment standardizes your environment and also allows you to leverage standard development tools such as Visual Studio.NET for advanced customizations. Sage SalesLogix v7.2 and Sage SalesLogix Mobile enable you to offer your customers the Freedom of Choice to select the access method best suited for their sales teams, without sacrificing functionality, usability, or robust customization capabilities. This will put you in a position to compete and win substantial new accounts, while maintaining high levels of satisfaction within your existing customer base.

A Robust New Web Platform • Standards-based architecture - Sage SalesLogix v7.2 is built on a robust, standards-

based architecture, including ASP.NET, AJAX, CAB, and Web services, easily integrating into your existing IT environment and enabling future growth and expansion.

• Web services-based – Sage SalesLogix v7.2 business logic is exposed via Web services for rapid, standards-based integration. In addition, integrate with other applications in your environment via Web services or extend your Sage SalesLogix functionality by leveraging other Web services-based applications.

• Layered n-tier architecture – Sage SalesLogix v7.2 introduces an application model which separates the business logic layer from the user interface layer. This approach enables customer and business partner customizations to easily move forward as new product releases become available - supporting easy upgrades and delivering low TCO.

An Industry-Leading Web and Mobile Customization and Development Environment

• End-to-end Web development and customization environment – Sage SalesLogix extends it market-leading development and customization environment to the Web. Sage SalesLogix v7.2 delivers a complete Web development environment including codeless and coded development, management, deployment, and bundling capabilities. In addition to the Sage provided development environment, customers can also leverage Visual Studio .Net or other familiar .NET tools.



• Integrated Web and mobile development environment – Web and mobile customizations are developed and managed within the same development environment including common mobile and Web project tree views, common code editors, and standardized output and properties windows.

• Codeless and coded customizations – Sage SalesLogix v7.2 has been designed specifically to accomplish most customizations using a codeless, wizard, and template based approach, enabling quick creation of customizations without requiring extensive Web and programming knowledge. Advanced customizations can still be accomplished using standard development tools or the included code editor.

• One-click deployment – Sage SalesLogix v7.2 can be instantly deployed to one or many servers with a single click.

• Ability to bundle and share customizations – Easily create, bundle, and share customizations across customer solutions, re-using common customizations, which reduces development time and TCO.

A Rich User Experience • State-of–the-art user interface – Sage SalesLogix v7.2 delivers an exceptionally

enhanced and highly useful interface, including new icons, screen colors, and layout, enabling users to quickly access the information they need.

• Windows-like experience on the Web – Users experience the same rich experience they are accustomed to with a Windows application using the Sage SalesLogix Web Client, including:

• Drag and drop tabs • Middle pane • Modal forms • Minimal screen refresh • Context-sensitive Help • Intuitive navigation

Expanded Mobility • Expanded device coverage – Sage SalesLogix Mobile now includes Windows Mobile

for Smartphone support. • Mobile Subscriptions - Mobile users can take just the right amount of Account and

Contact records with them, but also easily search for and retrieve additional records by “subscribing” to them remotely.

• Enhanced BlackBerry Experience – Sage SalesLogix Mobile now delivers charting capabilities on the BlackBerry, providing the ability to create and display customized charts. Detail Panels also provide quick, at-a-glance, access to key information.

Discontinued Features Sage SalesLogix Web Host license will be renamed to Sage SalesLogix Web Server

license to reflect new architecture

Sage SalesLogix Web Manager will now be used only to manage Legacy web Templates, Actions, Queries, Aliases and overrides. All new Web features and application management will be controlled through the new Application Architect.



Highlights of the New Web Platform Sage SalesLogix v7.2 introduces new application architecture items that represent the first step in a revised long-term platform strategy. The platform strategy emphasizes adaptability for future technology integration and ease of implementation of these new technologies into the implementation model available today.

1 Users on the Network

SLX Database Server

2 Users needing offline access and sync

Network Sync Server

4 Remote Location Users, secure/browser access

Windows Client

Web Client

Wireless Server

5 Wireless users

3

Remote Location User, offline access Sync

Internet

Web/Sync

Standards-based architecture easily integrates with your existing IT environment Sage SalesLogix v7.2 is built on a robust, standards-based architecture, including ASP.NET, AJAX, and Web services, easily integrating into your existing IT environment and enabling future growth and expansion.

Web services-based for greater extensibility and integration Easily integrate with other applications in your environment or extend your Sage SalesLogix functionality through Web services. Layered n-tier architecture enables rapid development with reusable components Sage SalesLogix v7.2 introduces an application model that separates the business logic layer from the user interface layer. This modular nature enables re-use of previously developed components for faster development. In addition, the separation of business logic and UI of the will also cut down on Total Cost of Ownership by enabling you to upgrade customizations from one version to another without significant migration efforts.

Long-term architecture platform and strategy Sage SalesLogix v7.2 is built on a standards-based, scalable architecture to support your future growth and change. Sage SalesLogix v7.2 is the first major deliverable based on our long term



multi-client strategy of “Write Once – Deploy Anywhere.” The architecture is well-suited to adapt to and incorporate new technology. This new architecture easily fits with IT standards and delivers a robust and adaptable platform for Sage to quickly deliver new levels of functionality to Sage SalesLogix customers.

Effectively manage all aspects of the sales cycle with robust SFA capabilities With Sage SalesLogix you can effectively manage opportunities, monitor and forecast sales activity, and automate key sales processes—shortening your sales cycle and enabling sales to close more deals.

Fundamentals of the Application Architecture

Application

DataDatabase

Presentation

Data AccessData Access

Data SecurityData Security

Remote SyncRemote Sync

ContactsContacts CalendarCalendar SalesSales ServiceService MarketingMarketing

PartnerCustomizations

PartnerCustomizations

Web Services / APIsWeb Services / APIs

ExternalServicesExternalServices

Microsoft.N

ETM

icrosoft.NET

Marketing

Marketing

Back O

fficeB

ack Office

Web

Com

merce

Web

Com

merce

Customization App Architect (Web & Mobile)App Architect (Web & Mobile) Architect (Windows)Architect (Windows)

MobileServerMobileServer

WindowsClient

WindowsClient

.NET Extensions.NET Extensions

WebServerWebServer

Business Rules & Entities

Business Rules & Entities

Mobile MetaDataMobile MetaData

Data Layer Introduced with Sage SalesLogix v6, Sage SalesLogix v7 utilizes a standards-based OLEDB Provider called the SLX Provider. The SLX Provider provides may benefits:

• Controls database access and data security

• Manages synchronization seamlessly

• Allows ADO access to Sage SalesLogix data without the need for a proprietary API

o Developers use standard ADO to access Sage SalesLogix data and the Sage SalesLogix OLE DB Provider automatically enforces user security and provides automatic data synchronization

• NEW SLX Profiler utility available in v7.2 as a tool for customization and troubleshooting the SLX Provider

Several new items to the Architecture!

• Business Rules separated from the presentation layer

• Application Architect



o Provides a database independent profiling application (similar to Microsoft's SQL Profiler) to trace SQL and performance counters throughout the execution path of the SLX Provider

o Minimal overhead when running, no overhead when disabled

o Users can choose to profile any of applications on their computer running the SLX Provider (Windows Client, Web Client, etc. -- even custom applications!)

Application Layer Sage SalesLogix v7.2 introduces the application layer in which Business Rules and Entities are separated from the visual “pages” or “forms” (Presentation Layer). By separating business rules in the Application layer, developers customizing Sage SalesLogix enjoy several additional benefits:

• Easy re-use of common Business Rules

• Straightforward upgrade and Business Rules integration for customization survivability

• Ability to use the same Business Rules across a multi-client deployment (Network, Remote, and Web Clients)

• Develop and maintain Business Rule source code in whatever IDE you choose (Visual Studio, Eclipse, etc…) and deploy to Sage SalesLogix as component pieces

Application Layer also provides Data Persistence Layer

• Translates from the entity to the data layer

• No need to directly access the database layer

Application Layer introduces an object oriented approach to the architecture

• Entities

• Entity Relationships

• Business Rules

Application Layer Entities Entities are a business object, such as account or product that contains business rule methods and events, relationships, properties, and forms.

• Entities can also have other related entities associated with them, either through child relationships or extensions

• Entities provide data persistence, allow the system to auto-generate SQL statements, and provide consistent object interface

• Below is the Application Architect interface for defining Entities



•

Application Layer Entity Relationships Relationships define rules for how one Entity interacts with another.

• Support for 1:1 and 1:M cardinality

o 1:1 relationships can be defined as extensions of the primary entity

o 1:M relationships represented as “relationship properties” of the primary entity

• Object model representation

o Relationships represented using “dot notation”; 1:M returns collection of related entity

“Account.ShippingAddress.City”

“Account.Contacts”

• Cascading deletes – user definable cascade type

• Below is the Application Architect interface for defining Entities



•

Application Layer Business Rules Business Rules encapsulate the business logic written in code which is separate from the presentation layer and can be associated to Entities. This allows updates to logic without affecting the user interface or multiple different interfaces to utilize the same logic.

• Business rules are designed to survive upgrades

o Separation of rule definition and implementation

Also facilitates service-oriented design

o Implemented in “steps”

o Primary step implementation can be combined with before/after steps

Avoids costly merging of logic during upgrades

• Below is the Application Architect interface for defining Business Rules



•

Presentation Layer Sage SalesLogix v7.2 defines the presentation layer for the visual display of information, separate from the underlying logic and business rules. The Presentation Layer controls the user interaction (Composite UI), visual style, and navigation.

• User Interaction in a Composite UI

o Tackle challenges of building complex applications that require collaboration between visual and non-visual elements

Based on Composite UI Application Block (CAB) from Microsoft Patterns and Practices team

Applications built of “modules” or plug-ins

Patterns for component collaboration

o Single application that supports SOA implementation strategy

o Industry push for composite application

• Layout and Style of Application

o Portal Pages

Mapping components to layout

• Uses master pages



o CSS style sheets

o Define workspaces (CAB)

• Default master page defines detail and tab workspaces

SmartParts and Modules

• Modules are non-visual components loaded with page, but can control UI, such as menu item creation/visibility

• SmartParts are mapped to available workspaces

• Web Portal SmartParts are user controls (.ascx files)

o Quick Forms

Platform independent form definition in Application Architect

• Cell-based, flow control layout

• Row and column spanning of controls supported

• Support for localized toolbars

• Action framework for simple workflow and mapping UI to business logic

Building Web platform generates .ascx user control from metadata

Localizable strings and images kept in separate resource file

Below is the Application Architect interface for building Quick Forms – for more information, see the Customization section later in this document



• Navigation

o Point and Click setup in Application Architect

o Stored as Metadata

Images and text captured in resource files

o Managed in Portal Manager

o HTTP Handler

Resolves resource link references at runtime

o

Customization Layer Sage SalesLogix v7.2 extends the capabilities of Sage SalesLogix customization with the Application Architect development tool for Web and Mobile customizations. The Customization Layer offers codeless customization as well coded customizations (code snippets).

• Metadata stored in Virtual File System (VFS)

o Mimics local file system, but persists to DB

o Metadata saved in XML format

• Can build components and business rules outside of Application Architect using 3rd Party Development Tools

• Metadata Platform for the future when all Windows, Web, and Mobile development will share the same Application Architect

• Sage SalesLogix Architect continues to serve as the customization environment for Windows Client interfaces and business logic



• More information on customizations in next section

•

Sage SalesLogix Web Platform Comparison

v7.0 Web Client v7.2 Web Client

Web Architecture Proprietary ISAPI DLL .NET standards based, ASP.NET 2.0, XML source files

Development Environment No options Web & Mobile Application Architect,

.NET, Visual Studio, Eclipse

Upgrades/Upgrade Experience

No direct support for converting Web templates

Upgrading customizations was a manual process

Windows Client supported from v5.2

Web Client support from v6.2.3

Run legacy v6.2.3 and later Web templates in v7.2

Future upgrades for customizations are virtually seamless

Localization Support No support for Web Localization Toolkit support

Licensing Web same as Windows No additional license required because the Application Architect leverages same Architect licenses

Data Architecture

Administration

Performance

Same Same



Web and Mobile Customization and Development Sage SalesLogix extends it market-leading development and customization environment to the Web and Mobile devices. Sage SalesLogix v7.2 delivers a complete Web and Mobile development environment including codeless and coded development, management, deployment, and bundling capabilities. In addition to the Sage provided development environment, customers can also leverage Visual Studio .Net or other familiar .NET tools.

Sage SalesLogix v7.2 is completely built on industry-standards technologies such as ASP.NET, Ajax, and Web services. Leverage the significant investments your organization has already made in training staff on these technologies to deliver rapid customizations and immediate ROI.

Application Architect Development Environment Sage SalesLogix v7.2 delivers a complete Web and Mobile development environment called the Application Architect. The Application Architect includes codeless and coded development, management, deployment, and bundling capabilities. Web and mobile customizations are developed and managed within the same environment including common mobile and Web project tree views, common code editors, and standardized output and properties windows, which reduces the complexity of developing customizations for Web and Mobile solutions. In addition to the Application Architect environment, customers can also leverage Visual Studio.Net or other familiar .NET tools.

Dockable panels, and browsers as well as Visual

Studio style layout



Flexible Customization Capabilities Tailor the design and functionality of Sage SalesLogix to mirror your unique customer acquisition, retention and development processes. Sage SalesLogix offers deeper levels of customization than other mid-market CRM competitors. With Sage SalesLogix, you can easily develop and deploy customizations across all areas of the product. Developers have open access to all application data, with all data security and synchronization rules supported, and no need to leverage proprietary APIs, which reduces training and development costs, while providing a robust application tailored to your unique organization.

A new Portal Manager provides all Web application and deployment information in an easy to navigate directory structure.

Troubleshooting and maintenance have never been easier!



The Sage SalesLogix Architect currently available in v7.0 will continue to be available in v7.2, to be used for customizing the Sage SalesLogix Windows Clients. In future releases, the Windows Architect will be merged into the Application Archtiect for Web and Mobile to offer one customization environment for all client deployments.

Easily manage and customize application portal components such as menus

The Sage SalesLogix Web Client now has the same Nav Bar grouping slider capability as the Windows client, and Nav Bar links are easy to add/edit.

Please note only the Sales Nav Bar is implemented in Sage SalesLogix v7.2 Web Client. More will be added in future releases.

Within the Sage SalesLogix Application Architect, you can easily add new “main views” to the Web Client similar to the Windows Client.



Codeless Customizations Sage SalesLogix v7.2 has been designed specifically to accomplish most customizations using a codeless, wizard and template-based approach, enabling quick creation of customizations without requiring extensive Web and programming knowledge. Advanced customizations can still be accomplished using standard development tools such as Visual Studio.NET or the included code editor.

Business Analysts can leverage codeless tools to quickly deliver common customizations, enabling a much faster turnaround in addressing user requirements for new functionality.

Bundle and Share Customizations Easily create, bundle, and share customizations across customer solutions as well as reducing development time and TCO by re-using common customizations.

• Bundles

– Bundles both metadata and implementation components and transports them to the Sage SalesLogix database

• Partner Customizations (Sandbox)

– Project Profile Manager

– Allows export of project to the local file system

– Can manipulate on local system and check it back into the VFS

– Once on file system, can be managed by 3rd party source control

Quick Forms are auto-generated and are easily customizable. Controls can be dragged and dropped within the form, and layout definitions and sizing are configured without needing to learn a complex form editor.



One-click Deployments Sage SalesLogix v7.2 can be instantly deployed to one or many servers with a single click. Deployments can be easily planned and managed for staged roll-outs.

• Deploy Web portal from Application Architect

– Portal validation performed locally to catch problems before going live on server

• Define multiple deployment locations

– Control active status of each deployment

– Deploy to one or more Web servers at once

– Use for creating Web farms, or for defining test and production sites

Manage your Web Client deployment, with access to all necessary information, from one location

A Manifest acts as a collection of application items, similar to a Project in the existing Sage SalesLogix Architect.

Drag and drop Application items to add them to the Manifest.

A bundle is created as a ZIP file and can be installed through the Application Architect on any Sage SalesLogix 7.2 system.



Re-usable Code and Streamlined Upgrades Sage SalesLogix 7.2 introduces an application model that separates the business logic layer from the User Interface layer (UI). This modular nature enables re-use of previously developed components for faster development. The separation of business logic and UI in Sage SalesLogix v7.2 will also streamline future upgrades by enabling you to easily move customizations from one version to another without huge migration efforts, thus reducing overall TCO.

Using Third-Party Development Tools for Customization • Business rule steps can be implemented in external assemblies

• Custom SmartParts can be created outside of Application Architect and mapped to pages

• Referencing Sage SalesLogix Objects and Services

– Reference the entity interface to work directly with entities

– Sage SalesLogix framework exposes services such as entity context and group manager

– Intellisense support in Visual Studio

• Use code generated by Application Architect as examples – forms, entities, and business rules

• Use with Visual Studio.NET, Visual Studio Express, SharpDevelop, Eclipse, etc. (Visual Studio.NET shown below)



•

New Web Customization Concepts Several new customization concepts are introduced in the Application Architect. Let’s take a quick look at several of these new concepts.

Virtual File System (VFS) Within Sage SalesLogix v7.2 the file system necessary to deploy an ASP.Net based Web application is stored within the Sage SalesLogix database and accessed or extracted through an interface known as the Virtual File System (VFS). This combines the convenient access of a file-based Web application with the ease of maintenance and storage portability of having your application within a database. This differs from the existing Sage SalesLogix plugin model in that the files stored within the VFS are accessible as regular files.

Web Site Deployment With Sage SalesLogix v7.2 you can manage the deployment of multiple Web sites directly from the Application Architect. For implementations where multiple Web servers/sites are deployed for load balancing purposes, this significantly reduces the maintenance and administrative time necessary for an IT resource to manage the Sage SalesLogix Web Client.

Encapsulated Business Rules (Assemblies) Sage SalesLogix v7.2 Web Client introduces the concept of encapsulating the business rules for a Sage SalesLogix entity separate from the presentation layer (form) used for rendering that entity’s information. The business rules are created in separate .Net Assemblies and are accessed via other business rules or from interface code. The business rules are implementation agnostic, meaning they can have separate implementations (Web Client, Mobile client, custom implementation, and so on) but act as a consistent interface for the business rules of an entity in Sage SalesLogix.

Application Portal Sage SalesLogix v7.2 Application Architect brings the usability of a portal system for management of a Web application to the development experience for the Sage SalesLogix Web



application. The Portal Manager can be used as a traditional content management (Web site) portal manager or an application portal manager (as used for the Sage SalesLogix Web Client)

Entities Tables in Sage SalesLogix v7.2 are now represented to the Web application as entities. Entities represent the abstraction of a table or set of tables available including entity relationships and available properties (fields).

Quick Forms With Sage SalesLogix v7.2, an Application Architect user has the ability to have the system code generate a form based on the Sage SalesLogix entity definition at design time. This enables a business analyst to quickly allow inclusion of a new field or fields into a form for UI display, or to create a new form based on a custom table added in order to extend Sage SalesLogix, both without being presented with the complexities of a form design environment. Quick Forms correlate the high level data-types assigned to new columns with the appropriate Web control, and generate a form which can be directly deployed or edited by Application Architect users. Many of the forms available with the out-of-the-box system have been code-generated as Quick Forms.

Web Services-based for Extensibility and Integration Easily integrate with other applications in your environment or extend your Sage SalesLogix functionality through Web services.



Rich User Experience Sage SalesLogix v7.2 delivers an exceptionally enhanced and highly useful interface, enabling users to quickly access the information they need. With Sage SalesLogix, you will experience high levels of end user adoption with rapid time to productivity due to the powerful, yet intuitive user interface, quick one-click access to critical information, and tight integration with Microsoft Office and other critical business applications.

Windows-like Experience on the Web Experience the same rich user experience you’ve come to love with the Sage SalesLogix Windows Client, including:

• Drag and drop tabs • Middle Pane • Minimal screen refresh • Context-Sensitive Help • Intuitive Navigation

New look, new feel, but still familiar Sage SalesLogix interface. Now drag & drop tabs to new middle pane, just like Windows Client.



Search starts a user off in list view based on default group selection Easy filtering/search capabilities and the

ability to minimize individual panes to maximize viewed data

New! Easily create search filters!

Quick and easy Activity management



New! Modal dialog boxes for easy data entry without popups or multiple browsers windows open.



Tab data entry/edit forms appear within the client browser window as well.

Picklists appear as drop-down boxes with type ahead to get you to the value you are looking for more quickly .



Drag & drop tabs to new middle pane – just like Windows Client!



Sage SalesLogix Web Client Comparison

v7.0 Web Client v7.2 Web Client

Features Set SFA and Tickets No change

Style Original v5.2 Style Current “Web” Look, with partial page updates

Icons Original v5.2 Style Vista style, shared with Mobile and ACT! By Sage

Middle Pane Not supported Drag and drop support tabs

Finding Data Simple Topic list result set

Lookup & group builder support for TACO entities

Google-style results with text preview

Enhanced lookups and enhanced group builder on any entity

Navigation Simple list Includes Navigation Groups

Multi-select pick lists No support Supported

Browser Neutral IE Specific Pop-up Dialogs Neutral Pop-ups w/ grayed out background



Expanded Mobility Sage SalesLogix offers full-featured mobile CRM on a handheld device. Sage SalesLogix Mobile allows you to view, edit, and add contact and account details, take notes, schedule meetings, complete activities, update opportunities, and review ticket information, all from a handheld device. You can easily access key customer information using quick lookups or filtered searches.

Since Sage SalesLogix Mobile replicates familiar Sage SalesLogix functions on both Pocket PC and BlackBerry devices, it’s easy to get up and running quickly. Highlights of Sage SalesLogix Mobile include:

• Account and Contact Management • Calendar and Activity Management • Sales Opportunity Management • Customer Service Ticket Management • Lookups and Groups • One-Click Dialing and E-mail • Familiar Sage SalesLogix “experience” • Fully customizable with shared Application Architect – same as

Sage SalesLogix!

What’s New in Sage SalesLogix Mobile v5 Sage SalesLogix Mobile v5 is a new release that offers full compatibility with Sage SalesLogix v7.2 as well as previous Sage SalesLogix v7.0 and v6.2. The v5 release adds several new and enhanced capabilities. Expanded device coverage Sage SalesLogix Mobile now supports Windows Mobile for Smartphone support. Windows Smartphones include the popular Motorola Q, the Samsung BlackJack, and many more devices.

Mobile subscriptions for rapid synchronization and anytime data access Mobile users can take just the right amount of Account and Contact records with them, but also easily search for and retrieve additional records by “subscribing” to them remotely.

Quick access to key information with enhanced BlackBerry experience Sage SalesLogix Mobile delivers charting capabilities on the BlackBerry, providing the ability to create and display customized charts. Also, Detail Panels provide quick, at-a-glance, access to key information. Flexible and secure updating



Sage SalesLogix Mobile delivers one-click synchronization using wireless, wired or dial-up connections back to the Sage SalesLogix Host Database or Remote Client. Lightweight, incremental updates enable fast and secure updating of client configuration changes, database schema changes, and bi-directional information updates. In addition, rules-based push to BlackBerry devices avoids the synchronization of all information, delivering just the desired amount and type of information at the right time. Robust mobile management platform reduces administration and customization costs Sage SalesLogix Mobile offers centralized deployment, management, and updating of multiple BlackBerry and Windows Mobile-based devices. Flexible and extensible customizations are easily created through a simple drag-and-drop development environment – the same Application Architect as the Sage SalesLogix v7.2 Web Client! Sage SalesLogix Mobile uses native programming interfaces for the richest application experience for Windows Mobile (.Net) and BlackBerry (J2ME).

Integrated Web and mobile development environment Web and mobile customizations are developed and managed within the same development environment including common mobile and Web project tree views, common code editors, and standardized output and properties windows.



Windows, Web, and Mobile Client Comparison The following is a summary of the features available for the Sage SalesLogix Web Client, Mobile Client, and Windows Client. These features are subject to change. Additional features are expected in upcoming releases.

• Sales features including Opportunity Management are generally available for Windows, Web, and Mobile with some variation in feature details; Mobile does not include Sales Processes

• Marketing features including Leads and Campaign Management are exclusive to Windows Client

• Customer Service features including Tickets are available for Windows, Web, and Mobile with some variation in feature details

• Customer Support features including Returns and Defects are exclusive to Windows Client • Right mouse click access and "hot key" shortcuts to functions are exclusive to Windows

Client • Portions of Advanced Outlook Integration differ by Client

o Web Client does have the Send SLX and Sage SalesLogix Logo Ball buttons in Outlook for recording email to history, but does not have the Sage SalesLogix Address Book, Attendee Availability tab for scheduling, or Add Contact to Outlook button

o Intellisync for synchronization of Contacts and Calendar items is compatible with Windows Client only

o Sage SalesLogix Exchange Link is available to synchronize Contacts, Calendar, and Tasks between Outlook and Sage SalesLogix for Windows, Web, and Mobile Clients

o Mobile Client offers direct integration to Windows Mobile and BlackBerry phone and e-mail capabilities for e-mail and call logging

• Remote (disconnected) use is available for Windows Client and Mobile Client • Dashboards are exclusive to Windows Client; Mobile Client offers some summary chart

views • Administrative “Manage” menu screens (Manage Picklists, Competitors, Resources,

Literature, etc.) are exclusive to Windows Client • Administrative Data Maintenance screens (Merge Records, Check for Duplicates, Replace

Data, etc.) are exclusive to Windows Client • Literature Fulfillment center is exclusive to Windows Client (Literature Requests may be

scheduled in the Web Client) • Contact Process administration and triggering (Processes may be assigned in the Web

Client) • Sage SalesLogix Web Viewer is also available for read-only access to data similar to Web

Client. User may schedule Activities and add Notes/History but may not use Reports, Library, Processes, and more.

• Web Customer Portal is also available to provide secure end-customer access to appropriate Ticket and SpeedSearch (knowledgebase) capabilities



Sage SalesLogix Version Comparison – v5.2 through v7.2 The following describes the features and functionality introduced in Sage SalesLogix v5.2 through v7.2. This is intended as a quick reference guide to help customers understand the value in upgrading to the current Sage SalesLogix release. This list highlights the major features in each release and is not inclusive of all changes.

Sage SalesLogix v7.2 Features and Functionality

New Web Platform Standards-based architecture - Sage SalesLogix v7.2 is built on a robust, standards-

based architecture, including ASP.NET, AJAX, CAB, and Web services, easily integrating into your existing IT environment and enabling future growth and expansion.

Web services-based – Sage SalesLogix v7.2 business logic is exposed via Web services for rapid, standards-based integration. In addition, integrate with other applications in your environment via Web services or extend your Sage SalesLogix functionality by leveraging other Web services-based applications.

Layered architecture – Sage SalesLogix v7.2 introduces an application model that separates the business logic layer from the user interface layer. This approach enables customer and business partner customizations to easily move forward as new product releases become available – supporting easy upgrades and delivering low TCO.

New Web and Mobile Customization “Architect” End-to-end Web development and customization environment – Sage SalesLogix

extends it market-leading development and customization environment to the Web. Sage SalesLogix v7.2 delivers a complete Web development environment including codeless and coded development, management, deployment, and bundling capabilities. In addition to the Sage provided development environment, customers can also leverage Visual Studio .Net or other familiar .NET tools.

Integrated Web and mobile development environment – Web and mobile customizations are developed and managed within the same development environment including common mobile and Web project tree views, common code editors, and standardized output and properties windows.

Codeless and coded customizations – Sage SalesLogix v7.2 has been designed specifically to accomplish most customizations using a codeless, wizard, and template based approach, enabling quick creation of customizations without requiring extensive Web and programming knowledge. Advanced customizations can still be accomplished using standard development tools or the included code editor.

One-click deployment – Sage SalesLogix v7.2 can be instantly deployed to one or many servers with a single click.

Ability to bundle and share customizations – Easily create, bundle, and share customizations across customer solutions, re-using common customizations, which reduces development time and TCO.



Rich Web User Experience State-of–the-art user interface – Sage SalesLogix v7.2 delivers an exceptionally

enhanced and highly useful interface, including new icons, screen colors, and layout, enabling users to quickly access the information they need.

Windows-like experience on the Web – Users experience the same rich experience they are accustomed to with a Windows application using the Sage SalesLogix Web Client, including:

o Drag and drop tabs

o Middle pane

o Modal forms

o Minimal screen refresh

o Context-sensitive Help

o Intuitive navigation

Expanded Mobility Expanded device coverage – Sage SalesLogix Mobile now includes Windows Mobile for

Smartphone support.

Mobile Subscriptions - Mobile users can take just the right amount of Account and Contact records with them, but also easily search for and retrieve additional records by “subscribing” to them remotely.

Enhanced BlackBerry Experience – Sage SalesLogix Mobile now delivers charting capabilities on the BlackBerry, providing the ability to create and display customized charts. Detail Panels also provide quick, at-a-glance, access to key information.


Interactive Dashboards Designed so that anyone in an organization can use it without any significant training

Allows users to change the data displayed on the dashboard, following the same functionality that all Sage SalesLogix main views have with the ability to drag tabs to the middle section

Users can summarize data using different dimensions so that they can get a different perspective and identify root causes more easily

Users may perform period-to-period comparisons for months, quarters and years

Users can drill to analysis views (i.e. interactive reports) with filter ability from the dashboard

Created using the Sage SalesLogix Architect so may be customized



Enhanced Marketing Sage SalesLogix Marketing fully integrates lead management, campaign management, and more within the Sage SalesLogix Windows client. Marketing can take advantage of existing Sage SalesLogix features such as Contacts, Accounts, Opportunities, library, processes, reporting functionality, and more.

Capture Leads and Import Lists

Leads

Qualification

Campaign Management

E-Mail Marketing

Segmentation and Groups

Integrated Service & Support Sage SalesLogix Customer Service and Support features are now fully integrated into the Sage SalesLogix Windows Client. There is no longer a separate Support Client and the previous Support Client will not operate in Sage SalesLogix v7.

Customer Service is fully available in the Web Client. Customer Support features are not available via the Web Client in this release.

Major components of Customer Service & Support include:

Assets – Products delivered to a specific customer

o Opportunity Products – move Products to Assets

o Serialize Assets

Tickets

o Associate Asset to Ticket

o Add “Parts” to Ticket

o Ticket Activities = “Labor”

o Associate Contract to Ticket

Service Contract – determine service level

Returns – track returns and associated costs

Standard Problem Resolution – quick and consistent answers

Defect – track and improve quality of products

Productivity Enhancements User Productivity

o Modern Windows XP Look

o New Calendar interface

o Activity Reminders replace former alarms and Activity Manager



o Activities may be customized including new API

o New Report Manager interface which may be customized

o New Contact copy/move feature

o Sage SalesLogix Links can be copied to clipboard and sent to other users

Administrator Productivity

o Secure HTTPs sync option

o Simplified one-click remote database install

o Configure Sales Processes without Admin rights

o SpeedSearch updates

o Updated Import Wizard

o Customizable Integrity Checker

Developer productivity

o New Architect Projects

o Automatic What’s New

o Add custom fields to base Sage SalesLogix tables

o Enable non-Sage SalesLogix tables and views for use in Sage SalesLogix customizations

o Enhanced controls including new charting control

o Enhancements to forms and main views for better customization

o New Sage SalesLogix Profiler utility

o New Sage SalesLogix Security API for custom security

.NET Customization Display and support .NET customizations (technically any .NET Framework managed

assemblies) in Sage SalesLogix as standard plugins in database

Sage SalesLogix v7 requires .NET 2.0 for all clients and Web Server

Customizations may be developed in Visual Studio.NET with Visual Basic.NET, C#, C++

.NET development is for experienced .NET developers and will not match the relative simplicity of Sage SalesLogix Architect – use where appropriate but not a direct replacement for Sage SalesLogix Architect or Active Forms/VBscript


Easier Implementation Express Installation for faster “one server” implementations

NEW Set-up Assistant



Setup Assistant appears after installation within the Administrator

Import and configure licenses, offices, and new users quickly and easily

Copy and paste licenses as a group from an e-mail or text file

Import new users directly from Windows (Active Directory not required)

NEW Customer Service (for Windows and Web) Ticket Management

Resolve customer questions, issues and requests quickly for high quality customer experience

Automatically assign tickets to the appropriate resource

Track ticket ID, contact info, type, status, urgency, assignment and date needed

Create new service tickets from Account, Contact and other locations

Schedule phone calls, meetings or to-dos to follow up on open issues

Send e-mail with attachments and record correspondences and activity history

Submit issue descriptions and resolutions for archival in the knowledge base

Create ticket groups, lookups, and reports

Track ownership and individual time spent on customer issues

Receive automatic notifications when service conditions or deadlines are triggered

Configure user workflow options, or grant ability to modify at user level

NEW SpeedSearch

Utilize enhanced SpeedSearch to quickly locate resolutions to customer issues

Scan search results efficiently with advanced filtering, scoring, sorting, and preview capabilities

Populate resolutions automatically into service ticket with one click

Archive successful resolutions in the knowledge base for future reference

Add content to knowledge base with optional approval process

Reference prior tickets, attachments, standard problems and resolutions, procedures, library documents, or reference materials such as online manuals, FAQs or white papers

With Advanced SpeedSearch, perform an advanced keyword search of any Sage SalesLogix table or shared network directory

Service Contract Management

Track contract details including service level, price and time or incidents remaining

Validate authorizations for specific services and log issues against a contract

“Punch-in” and “Punch-out” to track time spent on individual issues

NEW Web Customer Portal

Provide customers with self-service Web site



Record and follow-up on customer incidents

Search for answers to questions

Enhanced Opportunity Management Updated User Interface for Windows and Web

Redesigned for increased usability and sales person productivity

Create and manage new opportunities quickly and efficiently

Add products, update status, and close opportunities with ease

View new “Opportunity Snapshot” for quick summary of important opportunity details

E-mail key opportunity data to managers with one click

Update multiple opportunities with a single click

Generate sales proposals automatically that include opportunity product and pricing table

Enhanced Opportunity Entry

Add all new opportunity data in a single view with configurable default values

Input description, estimated close, status, source, close probability, and products

Associate multiple contacts and competitors and select sales process

Add multiple products or product packages quickly and input discount and quantity

Set opportunity defaults at Admin or user level to streamline input and ensure accuracy including, status, type, probability, and sales process

NEW Opportunity Statistics

View opportunity totals and key metrics for quick analysis of sales pipeline

Export opportunity information to Excel or launch new opportunity reports instantly

NEW Sales Process Engine

Utilize a new, flexible sales process engine to drive opportunities to close

Define stages and steps and associate corresponding close percentages

Configure and launch process activities such as meetings, literature requests, e-mails, proposals or custom forms with one click

Click checkboxes to record completion of the activity and advance the sale

NEW Multi-Currency Support

Designate a system-wide base currency and manage multiple alternate currencies

Lock currency rates if opportunities require

Generate proposals reflecting native customer currency



Easier to Use Benefit from updated user interface for enhanced workflow, usability, and access to

information

Launch a “split view” for visibility of group lists and individual records concurrently

Insert new Accounts with multiple Contacts from a single view and perform check for duplicate records

Perform “1-to-many” mail merges for inclusion of tables or lists in documents

Utilize new SpeedSearch in Windows and Web interfaces

Share access to Groups (lists) between users simply and release changes

Copy key contact info to notepad automatically for use in an e-mail or document

NEW Global date/time support for Activities & Calendaring

Automatically convert all dates and times to users’ local time

Access a time-zone calculator when scheduling meetings with other regions

NEW Windows Authentication (Single Sign-on)

Log-in to Sage SalesLogix automatically using Windows ID (optional)

User administration remains in the Sage SalesLogix Administrator

NEW Customization Options Create MainViews with the full features of the standard views including tabs and Groups

to extend Sage SalesLogix functionality beyond Accounts/Contacts/Opps/Tickets

Display non-modal forms or dialog boxes in a main view “container”

Configure Sales Processes stages, steps and actions in Architect and bundle for release

Utilize simplified set-up and maintenance of Area/Category/Issue picklists

Global scripts are loaded in memory and do not terminate until the application is closed

Customize all new functionality in Architect (excluding SpeedSearch)


Microsoft® SQL Server and Oracle® support Sage SalesLogix v6.1 Host Database is supported on Microsoft SQL Server v7.0/2000

or Oracle 8i/9i.

Web Enhancements Performance and interface enhancements to web features for the Sales and Support

users.



Support Client Enhancements. Architect features now apply to both the Sales and Support Clients.

E-mail support has been improved for the Support Client.

User may utilize the Sage SalesLogix Mail Client in the Support Client.

VBscript may be used to customize and format e-mail messages for the Sage SalesLogix Mail Client.

The Ticket Contact e-mail may be customized via script.


Standard Microsoft® data access layer (ADO) A new Sage SalesLogix OLE DB Provider provides a simple, Microsoft standard method to access the Sage SalesLogix database.

ADO replaces the Borland Database Engine (BDE) for all Sage SalesLogix client data access.

Enables developers to use standard ADO code to access Sage SalesLogix data. (User security and logging for data synchronization are enforced by the Sage SalesLogix OLE DB Provider automatically.)

Sage SalesLogix API (SLAPI) remains for backwards compatibility.

Simplified Maintenance and Security in Administrator General functionality improvements to security administration, admin roles, team

maintenance, calendar control, admin control of client-side options, territory realignment, integrity checker, DB manager, admin options, custom options, and more.

Improved user profile administration, including user import, and user templates

Enhanced teams (including “teams within teams”)

Organization chart for users and departments

Enhanced Help system

Standardized Customization Environment in Architect General functionality improvements to form designer, script editor, Plugin Manager,

improved keyboard support, improved text find & replace, features to assist with customization upgrades, and more.

New VB-like Forms with standard Windows controls (and support for custom controls)

VBscripts with Debugger

VB-like Projects (for improved plugin management and bundle creation)



Plugin versioning to support easier upgrades (upgrades will not overwrite customizations)

New “Find” functionality to search through plugins!

DB Manager access from Architect

User Enhancements to the Sales Client Mail Merge completely redesigned for increased performance, efficiency, and

usability. Includes support for HTML email templates, file attachments stored “inside” email templates, and new menu system for “one-off” template merging.

Contact and Account detail views redesigned using new Architect Forms. Includes support for “Account Hierarchy” to graphically view Parent and Subsidiary Account relationship and their related Contacts.

New AutoSync feature which automatically synchronizes remote users’ data in the background at a user-defined interval for as long as the user is connected.

New one-click “Export Group to Excel” feature. Includes support for Excel pivot tables and graphs. Script is customizable.

Several usability enhancements to “out of box” Sage SalesLogix Groups, including access to “Hide Group” and “Copy Group” on the right-click menu.

Support for Crystal Reports 8.5 with improved exporting capabilities including export to PDF, Word Doc, Excel Spreadsheet, HTML, and others.

Hot Key (Shift + F9) to insert Username and Date/Time “stamp” into Memo fields (similar to the function in the Support Client).

Many more!

User Enhancements to the Web Client Standard Groups and Query Builder added to Web Client.

List and grid views use “white/blue” alternating colors, columns are resizable and sortable.

Usability improvements for data entry, navigation, and activity scheduling.

Outlook e-mail integration with “Send SLX” and “SLX Logo Ball” buttons to record messages to History with the Web Client.

Improved reporting using Crystal Enterprise.

Removed MSMQ (no longer required for synchronization).

Workflow Enhancements to Support WebTicket Web Ticket interface rewritten with a focus on Ticket workflow and application usability.

Enables customers and Support Representatives to have an ongoing dialog by updating ticket information.

Integrated Knowledge Base



Support for file attachment transfer between employees and customers

Visibility to centralized data


Advanced Outlook Integration Dramatic improvements with how Sage SalesLogix and Outlook interface together in the areas of E-mail, Calendar, Contacts and Synchronization.

Use the new “Send SLX” button to send and record e-mail to Sage SalesLogix history.

Easily add Sage SalesLogix Library attachments to e-mail messages.

View the Outlook calendar directly from Sage SalesLogix.

Schedule meetings for non-Sage SalesLogix users - from inside Sage SalesLogix!

Convert meeting times to the appropriate Time Zone for each user with automatic Outlook Meeting Request e-mails.

Add Contacts to Outlook from Sage SalesLogix with one click.

Silent and automatic synchronization between Sage SalesLogix and Outlook.

Synchronize Sage SalesLogix data to virtually any PDA device - through Outlook!

Much More!

Sage SalesLogix KnowledgeSync Business Alerts give you the ability to identify and automatically deliver critical data to users and managers.

Identify critical time sensitive Sage SalesLogix data and automatically send alerts to users and managers via e-mail, fax, pager, PDA, cell phone or Web browser.

Automatically update Sage SalesLogix contacts, accounts, and history with critical information.

Generate and distribute Crystal reports automatically based on a predefined schedule and data conditions in Sage SalesLogix.

Monitor the operating system for events that could adversely affect the usability of Sage SalesLogix.

E-mail Response gives you the ability to identify incoming e-mail and automatically take action based on content.

Scan, auto respond to and auto forward e-mails.

Automatically update Sage SalesLogix by scheduling new activities, notify recipients and record transactions to history.



Sales Client Usability Enhancements New features focus on escalating the overall end-user experience including:

New, customizable Notes/History view with filtering options.

Merging duplicate records on the spot.

Resizing the Query Builder window to more easily find fields.

The ability to add multiple records to an EXISTING Ad hoc group.

Drag and Drop files to and from the Attachments tab.

Much More!

Support Client Usability Enhancements New features focus on saving time and increasing the availability of information including:

Reducing the number of mouse clicks to review Tickets.

Duplicating existing tickets.

Viewing Sales Account Activities and Notes/History.

Spelling check.

E-mail Ticket Info in one click to close the loop with the Customer.

Much More!

Architect Usability Enhancements No more time wasted opening plugin after plugin! New features including:

Sortable columns in Plugin Manager.

Open multiple plugins in Plugin Manager.

Open all scripts associated to a view with one click!

Sage SalesLogix Monitor Console and Monitor Service A new application that allows monitoring of the SyncService and MailMerge Server from a remote location over a TCP/IP connection.

Synchronization Server Improvements New features focused on improving administration, maintenance, performance and reliability including:

Removal of the reliance on Interbase.

Utilization of SMP hardware.

Running Sync Server as an NT or 2000 Service.

Self-monitoring service controller.



Sage SalesLogix for Web Phones - Global Support Rewritten in the Sage SalesLogix Web Manager and is now hosted with the Sage SalesLogix Web Host which means that, Sage SalesLogix for Web Phones is essentially now just a simplified Web Client. Several new features including:

A more intuitive interface.

The ability to “bookmark” contacts.

The ability to CUSTOMIZE the views.

Support for HDML (for inside the US) and WML (for outside the US) template

FAQ

Compatibility What are the general hardware requirements for Sage SalesLogix v7.2? Full details can be found in the Planning Guide and on SupportOnline but generally the requirements are the same as v7.0. We do recommend an optimized Web Server with plenty of RAM – the .NET platform on which Sage SalesLogix is based will require more horsepower for best performance but delivers a better overall experience.

Will Sage SalesLogix v7.2 support Microsoft Office 2007? Yes, Sage SalesLogix v7.2 will be fully compatible with Office 2007. Sage SalesLogix v6.2 SP6 and v7.0 SP1 and newer also support Office 2007.

Will Sage SalesLogix v7.2 support Microsoft Vista? Yes, Sage SalesLogix v7.2 will be fully compatible with Windows Vista OS. Windows Vista Home editions will not be supported.

Since Microsoft is replacing MSDE with SQL 2005 Express, will v7.2 Remote Clients run on SQL 2005 Express? Yes, v7.2 will support SQL Express. However, you will not be required to redeploy current remotes because MSDE will also be supported.

Is Sage SalesLogix compatible with 64-bit operating systems?

The Sage SalesLogix Host Database can reside on a 64-bit SQL Server, as well as a 64-bit Oracle server. There are no plans to recompile any pieces of Sage SalesLogix to be native 64-bit (x64 or IA64). On an x64 box, the Sage SalesLogix pieces would run in 32-bit mode, so there is no intrinsic benefit of having them on a 64-bit machine.

Will we be able to get documents about bandwidths required in v7.2? Yes, we will deliver additional performance information later in 2007 as testing is completed. We expect no major performance or bandwidth differences between v7.0 and v7.2 for Web or Windows Clients.

Is the v7.2 Web Client compatible with the Mac Safari browser? Firefox browser?



We are only qualifying Internet Explorer upon initial v7.2 release. There are no IE-specific dependencies outside the ActiveMail components (like Mail merge and Send SLX support) but we are not qualifying other browsers. We expect to add at least Firefox support in an upcoming release.

Can I upgrade directly from v6.2 or do I need to first upgrade to v7.0? We are supporting migration from v5.2, v6.2, and v7.0 to v7.2.

Are localizations with double-byte characters and Unicode fields supported? Sage SalesLogix supports double-byte characters but is not Unicode compliant at this time. The Web Client will add support for localization for easier translations in an upcoming release.

Are you going to re-introduce a Web-only license? No, we will continue to offer Named Users or Concurrent Users. We are not differentiating between Web and Windows in licenses or pricing.

Does v7.2 require .NET? Yes, Sage SalesLogix v7.2 requires .NET 2.0 for Windows Clients and the Web Server. It is not required to operate the Web Client.

Can you operate v7.2 and previous versions of Sage SalesLogix in the same environment? No, all Clients and the Server components must be upgraded to v7.2. We recommend a virtual machine environment such as VMware to test and develop with multiple versions.

Can a Web Server or Mobile Server support multiple Sage SalesLogix databases? No, all Server components are intended to support a single Sage SalesLogix database. However, a Web Server may be used for additional Web sites unrelated to Sage SalesLogix.

Can we use the v7.2 Web client with our existing Sage SalesLogix v7.0 or v6.2 installation? No, all Clients and the Server components must be upgraded to v7.2.

Features What are the differences between the Windows, Web, and Mobile Client features? Below is a summary of the features available for the Sage SalesLogix Web Client, Mobile Client, and Windows Client. These features are subject to change. Additional features are expected in upcoming releases.

• Sales features including Opportunity Management are generally available for Windows, Web, and Mobile with some variation in feature details; Mobile does not include Sales Processes

• Marketing features including Leads and Campaign Management are exclusive to Windows Client

• Customer Service features including Tickets are available for Windows, Web, and Mobile with some variation in feature details

• Customer Support features including Returns and Defects are exclusive to Windows Client • Right mouse click access and "hot key" shortcuts to functions are exclusive to Windows

Client



• Portions of Advanced Outlook Integration differ by Client o Web Client does have the Send SLX and SLX Logo Ball buttons in Outlook for

recording email to history, but does not have the SLX Address Book, Attendee Availability tab for scheduling, or Add Contact to Outlook button

o Intellisync for synchronization of Contacts and Calendar items is compatible with Windows Client only

o Sage SalesLogix Exchange Link is available to synchronize Contacts, Calendar, and Tasks between Outlook and Sage SalesLogix for Windows, Web, and Mobile Clients

o Mobile Client offers direct integration to Windows Mobile and BlackBerry phone and e-mail capabilities for e-mail and call logging

• Remote (disconnected) use is available for Windows Client and Mobile Client • Dashboards are exclusive to Windows Client; Mobile Client offers some summary chart

views • Administrative “Manage” menu screens (Manage Picklists, Competitors, Resources,

Literature, etc.) are exclusive to Windows Client • Administrative Data Maintenance screens (Merge Records, Check for Duplicates, Replace

Data, etc.) are exclusive to Windows Client • Literature Fulfillment center is exclusive to Windows Client (Lit Requests may be scheduled

in the Web Client) • Contact Process administration and triggering (Processes may be assigned in the Web

Client) • Sage SalesLogix Web Viewer is also available for read-only access to data similar to Web

Client. User may schedule Activities and add Notes/History but may not use Reports, Library, Processes, and more.

• Web Customer Portal is also available to provide secure end-customer access to appropriate Ticket and SpeedSearch (knowledgebase) capabilities

Is the Web Client in v7.2 a Remote Client? No, while the Web Client can be used remotely, it is not a disconnected client. Sage SalesLogix Mobile can be used in a remote, disconnect mode. The Windows Remote Client is unchanged from v7.0. Future releases will capitalize on a multi-client strategy to allow single development environment as well as remote use by various clients.

Is Marketing and Support available in the Web Client in v7.2? Limited, the feature set for the Web Client is the same as in v7.0. We have focused on Sales and Customer Service Tickets in the v7.2 release, and plan to add the complete Sage SalesLogix features in future releases later this year.

Are the Web Viewer and Customer Portal changing in Sage SalesLogix v7.2? Yes, both will be based on the new Web platform and can utilize the customization tools. Features/functionality are very similar to v7.0.

Will Microsoft Outlook integration change in v7.2? No, client-side windows client sync will continue to use Intellisync; the Web Client uses Advanced Outlook integration for client-side Outlook integration (ActiveMail option). Server-side



integration is available for Contacts, Calendar, and To Dos through Sage SalesLogix Exchange Link.

How do I manage many users on the Web? Is there failover and load balancing utilities? Sage SalesLogix Web utilized standard .NET components at the Web Server. This means standard tools used for load balancing and failover may be used with Sage SalesLogix.

For any popup windows, is there an additional icon on the task bar so the popup doesn't get lost behind other windows? No need! Popups no longer use a separate browser popup window. They are contained within the browser as part of the Web Client.

Are the Administration tools available via Web? No, the Sage SalesLogix Administrator and most other utilities remain Windows applications. There are future plans to allow administration tasks from a Web browser.

We use only Windows Clients now, is Sage SalesLogix Web Client included or a separate purchase? Sage SalesLogix Web Client is included as part of Sage SalesLogix Advanced Edition and higher. Web is not a component of Sage SalesLogix Standard Edition. Users are not designated as Windows or Web – they can use either interface or both! Your environment can support both Windows and Web Client users. What are the major features changes for the Windows Client in v7.2? Sage SalesLogix v7.2 supports Windows Vista. Otherwise, there are no other major features introduced in the Windows Client for v7.2 that differ from v7.0. For Windows Client, v7.2 is effectively a “Service Pack” with focus placed on the Web platform. There is a separate feature comparison document that describes the changed introduced with each version of Sage SalesLogix. Is Sage SalesLogix Mobile included or a separate purchase? Sage SalesLogix Mobile is available as an option, purchased separately.

Customizations What are the customization advantages to the new platform? For prospects and customers of Sage SalesLogix using the Web Client, this release provides several advantages over competitive products:

• Use of AJAX techniques and new Web controls makes the end user experience as feature-rich as many traditional Windows applications.

• Few Web-based products have the extensibility allowed by Sage SalesLogix.

• Use of powerful, industry standard, IDE tools (e.g. Visual Studio) for customization.

• Future-proof your customizations by separating your business rules into .Net assemblies. Future clients supported by Sage SalesLogix will be able to reuse these rules.

What happens to customizations from previous Sage SalesLogix versions?



Sage SalesLogix v7.2 is fully backwards compatible with previous Web customizations as well as all Windows Active and Legacy Forms. Sage SalesLogix v7.2 allows you to continue to use of legacy Web forms, however converting customizations to the new forms/tools is a manual process.

Can I still use the Windows Client in v7.2? Yes, the Windows Client has some minor updates but remains largely unchanged from v7.0.

How do I customize the Windows Client in v7.2? Can I use codeless customization tools for Windows Client? The Sage SalesLogix Architect currently available in v7.0 will continue to be available in v7.2 and used for customizing the Sage SalesLogix Windows Client. In future releases, the Windows Architect will be merged into the Application Architect for Web and Mobile to offer one (codeless and coded) customization environment for all client deployments.

Can I write customizations once and deploy to both Web and Mobile? No, the nature of a Mobile Client and a Web Client are very different and require different customizations. However, all customizations are performed in the common Application Architect environment and share several components to make the customizations as simple as possible. The benefit of this approach is that Sage SalesLogix Mobile takes full advantage of the native Mobile environment – it’s not a “generic” browser-based application that is limited in functionality.

Can I use existing Windows customizations in the Web Client? No, again the Windows and Web Clients are very different and require different customizations. This is a goal for future releases and migration tools are planned for later this year.

When you deploy customization, is it just the deltas or is it a complete refresh to the server? We do a nearly complete refresh on the server in this release. For the future, we are considering adding additional logic in to validate dependencies to add support for updating a single item and its dependencies.

Can you display a unique form or nav bar based on the user's role? Yes, we will have Role support at the SmartPart level. A Web Page is made up of one or more SmartParts (for example, the detail portion of a main view is one SmartPart, and each tab contains a SmartPart).

If a SLX Provider extension or optimization is created, will the WebClient honor the same rules or are additional customizations needed? Those customizations should work the same way for the Web Client – the SLX Provider is still used for all data access. Can you create custom field data types? Yes, but not yet. The High Level Types and Validators have been designed to be extensible. However, we may wait until a follow-on release to expose this externally.

How will this affect Mobile and Web certification now that the development is essentially merged? Same environment – licensing and certication still separate.

Is Sage SalesLogix v7.2 multi-tenent? How does this impact the future of SageCRM and will the new Web Client be available on a Sage .com platform? Multi-Tenant support is not a part of this release, but is under consideration for our roadmap.



We have not announced intentions to provide Sage SalesLogix in a service environment. This release does not affect the SageCRM product or roadmap.

So if a customer needs Windows and Web, we still have to customize twice in v7.2? Yes, for now. Sage SalesLogix v7.2 is the next phase in multi-client strategy. Customizations will be carried forward so you can build customizations in Web and in future leverage in Windows Client without redevelopment. In addition, we are centralizing business logic with web services to enable across all Client interfaces.

Will customizations done in the current Web Client port up to v7.2 easily? Yes, v7.2 will support legacy templates from v6.2.3 and later. Older customizations may be compatible, but will not be guaranteed.

Can we convert Windows Client customizations to the new Web Client? Not initially. We are planning migration tools that will facilitate the identifying the areas that can be converted automatically and the areas that will require manual conversion. We will also provide a tool to help facilitate the manual conversion of the customizations. The tools will follow the v7.2 release. Can you add Web Client dialog boxes without separate browser popups? Yes, dialogs can be modal or modeless within the application (inside the same browser window).

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