Infor CRM 8.3 adds a useful new feature for linking Contacts to Accounts where the Account is not the primary Account for the Contact. This new tab is called “Contact Associations”. This is in addition to the legacy Associations tab where you could only link records horizontally, Contacts to Contacts and Accounts to Accounts. Now […]
I think this is a really neat feature of the Infor CRM (formerly Saleslogix) Mobile client. We’re all carrying smartphones and tablets with cameras, so why not put it to work when you need to add a photo to an Infor CRM record. In the Mobile client, navigate to an Account, Contact, Opportunity or Ticket […]
So you stare at the Welcome dashboard widget every time you log into Infor CRM and you get an advertisement for the software you already own. Would you like to turn this into something useful instead? Read on to see just how easy it is. The Welcome dashboard widget in constructed of code and several […]
One of my favorite tools built into Infor CRM (formerly Saleslogix) is SpeedSearch. Rather then navigating away from the screen you are on and then doing a lookup to find a record, save yourself some time and clicks by typing part of a word, such as the first few letters of a contact’s name, then […]
Let the “we’re #1 chants begin”! We are very excited with the news that Infor CRM has been placed #1 on the SelectHub Leaderboard, a representation of leading CRM software vendors. SelectHub’s Leaderboard is formulated through a careful review of a collection of resources. The leaderboard includes a combination of in-house vendor research conducted by […]
In Infor CRM 8.2, many of the screen layouts can be edited right from within the web interface. This includes adding, hiding, editing labels and such on fields but you cannot delete or remove one from the screens once added. There is a way however, to fill in the white space a hidden field leaves […]
I’m frequently asked if there is a way to plot multiple Infor CRM (Saleslogix) Account or Contact records on a graphical map and the answer is “yes” and it’s free. Here is the simple 3 step process: Create the group of the records you want to display on the map using the standard Infor CRM […]
The Application Architect has several new bundle action types – Insert Records, Add Secured Action(s), and Add Role(s). The Insert Records screen allows you to choose records from every table in the database and includes all fields in that table. Also added is the ability to save a bundle as a folder.
When managing PickList items in the web client, you can now add a filter word. The filter word can then be dynamically queried so that your users only see the items in the PickList matching the filter word. For example, your US based users only see PickList items with the USA filter word and the […]
You now have the ability to manage Area/Category/Issue selections
Add and Edit database fields directly within the web client
Bulk Update and Bulk Delete capability has been added for Account, Contacts, Leads and Opportunities
Infor CRM has just released its latest update to the 8.2 platform (Infor CRM 126.96.36.199).
I’ve been testing the all new integration solution for Infor CRM and Microsoft Exchange. This new software is very different than the previous server-side solution called ExchangeLink. The new integration solution is powered by web services rather than using a database type connection like ExchangeLink uses. This is significant because it can work...
Infor Mobile 3.3.1 is now available for download from the Infor Xtreme portal! The main features in this release are embodied in the translations of the features added in the Mobile 3.3 release. In other words, Mobile 3.3 is now ready in French, Russian, German, Italian and Chinese! There were also a number of fixes incorporated into this release […]
Infor has released it’s newest software, Infor CRM 8.2 which is now available for download on the Xtreme Portal. It can be found under the Downloads/Products section. It is a 7gb iso file so plan on a long download cycle. Infor CRM 8.2 includes enhanced filters, group management tools, innovative self-service features, language selector, and […]
Infor Mobile (formerly Saleslogix mobile) 3.3 for 8.x is now available for download from the Infor Xtreme portal. This release contains the following enhancements: Quick Actions: New Configure icon allows you to change the visibility and order of items in the Quick Actions pane. Activities: New field caching feature allows you to add an activity […]
All 3 Web update 06 files for Infor CRM (formerly Saleslogix) 8.1 are now available for download from the Infor Xtreme portal. Here is the list of the fixes, it is a lot of stuff… Web Model update 0615097867 After applying 8.1 Model 05, SpeedSearch does not work as expected in Customer Portal.15097943 The Outlook […]
“Easily integrate both Infor and third-party software applications with Infor’s innovative Intelligent Open Network (ION). This purpose-built middleware solution provides a simple but powerful and scalable framework, allowing you to eliminate operational silos, dramatically improve exception management, and achieve unparalleled end-to-end efficiency.” Customer FX is quickly coming up to speed on what will be a […]
InforCRM Xbar1.2 is scheduled for release in February and includes the following new features. Easy to use Update Contact Wizard -Empowers user to control only the information that they want to update Smart Account Association -When creating a new contact Xbar will automatically do a look-up for account, based on company name and associate it […]