Infor CRM 8.2.0.1 – New Bulk Actions feature

Bulk Update and Bulk Delete capability has been added for Account, Contacts, Leads and Opportunities.  This feature enables users to update the value of key fields against a group of records or a set of selected records in the web client.  Also added is the ability to Delete a set of selected records or a group of records.

Bulk action Screenshot

ABOUT THE AUTHOR

Scott Weber

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

2 Comments

  1. Hi,
    I see your article on New Bulk Actions for Infor CRM 8.2. I do not have the check boxes at the left of the accounts. Is there some security that I need to enable to see these check boxes?

    Thanks, Stacy

    Reply
  2. That is a setting in your interface. If you log into the web client and then select Tools from the top menu and then Options and then the General tab, you will see a checkbox to Display List View Checkboxes.

    Reply

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