Want to display
alerts right in your SalesLogix window? Need to
access executive dashboards that show forecast or
other data?
KnowledgeSync Dashboards for SalesLogix is a new
technology jointly developed between SalesLogix and
Vineyardsoft Corporation, for SalesLogix 7.5, and
was shown last week in a webinar hosted by Sage
SalesLogix. The "Alert Dashboards" are HTML
pages that show the results of KnowledgeSync events.
There is no limit to the number of dashboards that
can be created, and they typically provide
visibility into a certain segment of business - such
as the sales pipeline, hot new leads, high priority
support tickets, and so on.
Here is an illustration of two such dashboards that
can be embedded within SalesLogix:
http://www.vineyardsoft.com/lit/dashboard.jpg
Some of the key points about these dashboards:
- Configured without programming; you don't even
need to know HTML syntax
- Auto-Updating; as business conditions change, the
dashboard content is automatically updated
- They appear as individual tabs within SalesLogix
- They provide drill-down capabilities, so you can
click on data within the dashboard and open up the
corresponding SalesLogix record
- They can show data from SalesLogix, they can show
data from other apps (e.g., from the MAS Financials)
and a single dashboard can show data from multiple
apps (e.g., SLX and MAS)
Gene Arnold of SalesLogix (Gene.Arnold@sage.com)
is the primary contact on the SalesLogix side, and
Don Farber (farber@vineyardsoft.com)
is the Vineyardsoft contact.
If you have any questions about this functionality -
either within or outside of SalesLogix, please
contact Don Farber at farber@vineyardsoft.com.
Vineyardsoft
Corporation
(800)850-8055
info@vineyardsoft.com
www.vineyardsoft.com