<img height="1" width="1" src="https://www.facebook.com/tr?id=241894266379435&amp;ev=PageView &amp;noscript=1">

CRM user adoption, Mobile device management, Mobile CRM, Make your business work smarter,

  |  
6 Min Read

SalesLogix Mobile - Tip using Context Sensitive Quick Actions Toolbar

Infor CRM (Saleslogix Mobile) 2.0 Tip

The SalesLogix 2.0 mobile click has context sensitive quick actions tool bar that is readily available. This is available from the lists of Accounts, Contacts, Opportunities and Notes/History.

Clicking on the far left icon beside each record in a list, such as this list of ‘My accounts” will pop open a quick actions tool bar:

SLX Mobile - Quick Actions Tool Bar -1

 

SLX Mobile Quick Action Toolbar

As the quick action bar applies to contacts:

Edit the contact record.

Call the main company office or their mobile phone.

Move to the main company account record.

Send an Email

Add a note to the contact/account

Add a new scheduled activity to your calendar

 

SLX Mobile Quick Actions

 

As the quick action bar applies to Opportunities:

Edit the opportunities information.

Go to the company account.

Go to the contact for this opportunity.

Add a note.

Add a new scheduled activity for the opportunity/contact/account at once.

 

SLX Mobile Quick Actions Tool BAr

 

As the quick action bar applies to Notes/History records:

Go to the company account of this history record.

Open up the related opportunity to this record.

Open up the related contact record to this record.

 

SLX Mobile Quick Action Bar

 

 

Other Related Articles:

Smart Ideas and Tips...

Getting Things Done Faster and Engaged with Sage SalesLogix 8

Tours and eduction resources on Infor CRM -SalesLogix

 

Topics:   CRM user adoption Mobile device management Mobile CRM Make your business work smarter

5 Keys to Unlock Team Engagement for CRM Success

The single biggest factor in CRM failure is lack of buy-in by users. A lackluster implementation throws all the promises of return on CRM investment to the wind. No one wants that, but unfortunately ...
Picture of Dick Wooden Dick Wooden 6 Min Read

Creatio Sept 2020 Update 7.16.4 Improvements

Improvements and Enhancements This September the latest Creation version 7.16.4 is available with some very helpful improvements and enhancements.
Picture of Dick Wooden Dick Wooden 6 Min Read

7 Helpful Ways Mobile CRM Makes a Difference in Your Business

Customer Information at Your Finger Tips I bet that you already have a smart phone and probably also a tablet like Apple's iPad or Samsung Galaxy 10.1 (our recommendation).  Most likely you cannot ...
Picture of Dick Wooden Dick Wooden 6 Min Read