• 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.

• 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®.

• 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.