The Inbox

Brianna manages The Inbox, a blog where you’ll find posts about cool, but not necessarily related, things going on in the tech industry. From cool apps to web 2.0 topics. You’ll find a whole lot of useful info here. And of course, news about Customer FX.

Infor to Roll Out Enhancement Request System

What does this mean for users of Infor CRM? At an unspecified date in the near future, Infor will make the Global Infor Enhancement Request System available for Infor CRM, Infor EAM, and Infor ERP LN products.  So what is the Global Infor Enhancement Request System (ERS) and what does that mean for Infor CRM users? […]

KnowledgeSync Version 9: Alert Acknowledgements

Coming your way soon. If you own KnowledgeSync, and are current on M&S, version 9 will be available at no charge within the next month.  The focus of this version, Alert Acknowledgements, attempts to offer a solution to the common challenge we all face when using non-verbal communication – determining whether or not our message […]

The Newest Version of intelli-CTi is Now Available

Computer Telephony Integration now compatible with Infor CRM (Saleslogix) v8.2 QGate rececently released the newest version of intelli-CTi and it now includes compatibility for Infor CRM (Saleslogix) LAN, Web, and Cloud versions 7.5.4 through 8.2. This is great news for those of you on Infor CRM v8.2 that would like to take advantage of the seamless integration with your telephone infrastructure offered by intelli-CTi.

First Look: The All New Infor CRM (Saleslogix) v8.2 Sync for Exchange

Infor CRM (Saleslogix) v8.2 is full of new features and improvements, and this month we're going to get technical as we focus on the brand new Infor CRM Sync for Exchange. This new functionality allows for the sharing of information between Infor CRM and Microsoft Exchange and offers an alternative to Exchange Link. We encourage you to join us as we review how the Exchange Sync works.

The Infor CRM (Saleslogix) v8.2 Compatibility Guide

Get your hands on the latest and greatest. Infor recently made the Infor CRM (Saleslogix) v8.2 Compatibility Guide available and there are some changes in there that many have been waiting for.  What, you may ask?  How about browser compatibility with Chrome 23 and later.  And email compatibility with Microsoft Outlook 2013 64-bit.  You can learn what you need to […]

The Customer FX June 2015 Newsletter

Monthly webinar, news, and training. Every month Customer FX puts together a newsletter that provides details about our monthly webinar, highlights different Infor CRM (Saleslogix) and product related blog posts, and provides upcoming dates for our free training workshops. If you're not on our email list (you should be!) you didn't receive this month's newsletter. If you'd like to change that, see the attached June 2015 Newslet...

Customizing Infor CRM Web (Saleslogix): Writing Code Not Required

If you aren’t an Infor CRM (Saleslogix) developer, making changes to your Infor CRM Web forms probably sounds like a daunting task. However, with the Web Form Designer it doesn’t have to be. Introduced with the release of Infor CRM v8, the Web Form Designer is a tool that makes it possible to modify most existing Web client forms on-the-fly, no code needed. Join us this month as we put a spotlight on how the Web Form Designer enables you to ...

What do You Know About the Infor CRM Cloud (Saleslogix) Data Protection Policy?

Get the facts...and the whitepaper. Whether you are migrating to Infor CRM Cloud, or purchasing it for the first time, adopting the Cloud client offers many opportunities to make your life easier. No in-house IT? No problem. Don't want to invest in and upgrade hardware to store and maintain your Infor CRM data? You no longer need to. Want access to Infor CRM from anywhere? Find yourself an internet connection and login. While this is a...

Recording: Salesfusion – Marketing Automation with Native Infor CRM (Saleslogix) Integration

Learn about the value of integration. Yesterday we held the webinar, "Salesfusion: Marketing Automation with Native Infor CRM (Saleslogix) Integration", an insightful look at how the worlds of marketing and sales have changed, how people are doing business now versus 20 years ago, and the value of adding marketing automation that natively integrates with Infor CRM. Take a look:

The Customer FX May 2015 Newsletter

Blogs, training, and your monthly webinar. If you aren't registered to receive the Customer FX newsletter you're missing out on an opportunity to view our monthly webinar offering (and register!), relevant blog posts, and upcoming free training opportunities in one spot. You can find our May 2015 newsletter attached to this post. Want to receive our newsletter directly in your inbox? Send an email to with your requ...

Salesfusion: Marketing Automation with Native Infor CRM (Saleslogix) Integration

Marketing automation, like CRM, is a must for many organizations. Separately, each plays an important role, but have you considered the advantages of pairing them? This month we're going to take a look at Salesfusion, a marketing automation platform with native Infor CRM integration, and the benefits pairing the two. Join us as guest presenter Kevin Miller of Salesfusion takes us through:

Sneak Peek: Infor CRM (Saleslogix) v8.2

Over the past year Infor CRM v8.1 (Saleslogix) has seen many updates and fixes, but the time has finally come for a new version - Infor CRM v8.2. This version will bring new functionality that users have been asking for, as well as continued updates to the user interface to reflect the look and feel of Infor products. Join us this month as we take a look at some exciting new features and changes that will be available in the near future:

Recording: Your First Look at Infor CRM (Saleslogix) Xbar v1.2

Watch it now! If you missed yesterday's presentation of the soon to be released Infor CRM (Saleslogix) Xbar v1.2, you missed out! Not only did we cover how easy the Update Contact Wizard and Smart Account Association will make keeping your Infor CRM (Saleslogix) database up-to-date, but we also shared information about an exciting improvement coming in the future release of Xbar v1.3. Want a chance to see it for yourself?

First Look: The Infor CRM (Saleslogix) Xbar v1.2

The Infor CRM Xbar provides users with access to the main functionality of Infor CRM right within the Outlook email client. If you aren't currently utilizing this feature we encourage you to join us for this month's webinar to learn why you should. Not only will we demo the newest features that are in Xbar v1.2, but we will look at all of the functionality Xbar has to offer. New features in Xbar v1.2 include:

Recording: Infor CRM Update 05 and The Affect on Your Customizations

Learn what this update means for your database. Last month we introduced you to the new features and user interface change in Infor CRM Update 05. This month we took it a step further and delved into the more technical side of this update, specifically how this update affects your database and customizations. If you were unable to join us for this webinar, or you would like to watch again, we have you covered:

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