Drag and Drop an address from your browser to Infor Xbar

Here is a really handy feature of the Infor Xbar for Outlook.  From any web page or document you can highlight the text and then drag and drop that text onto the Infor Xbar.  Next, select whether you want to create a new Contact or Lead and Xbar will interpret the text and paste it into the appropriate fields.  You can then adjust or add more information as needed and click save.  Just like that you have your new Contact and Account created in Infor CRM.

 

ABOUT THE AUTHOR

Scott Weber

Scott Weber is CRM Practice Manager and Senior Consultant for Customer FX Corporation.

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