Get Business Activity Monitoring at a discounted rate. Vineyardsoft, creator of KnowledgeSync for Infor CRM (Saleslogix), just announced a year end promotion that runs November 1 , 2017 through January 7th, 2018. Check out the announcement below and let us know if you have questions. “Between November 1, 2017 and January 7, 2018, Vineyardsoft is pleased to […]
Join us as we discuss the future of Infor CRM and the Infor CX Suite. A question we hear often is, “what is Infor’s plan for Infor CRM?” This month we decided to focus our webinar on the most recent Infor CRM and CX Suite roadmap. We will discuss topics such as: • Contextual Widgets […]
Infor has released the LinkedIn Sales Navigator integration software which is available for immediate download on the Infor Xtreme portal. There are 2 versions of the installation bundle, one for 8.3.07 and later and one for 8.3.01 to 8.3.06. Both the Infor CRM Cloud and On-premise installations are supported. Earlier versions of Infor CRM are […]
If the install file is not in the correct path, the button to install Xbar will not work.
So what’s new and what’s been fixed? We learned this morning that Update 08 for Infor CRM (Saleslogix) v8.3 has been released. While we haven’t started digging into this update, we wanted to make sure that you were aware of it’s availability. I’ve included the complete list of features and fixes for you to review: […]
When you replace the production database on an Infor CRM (Saleslogix) Cloud instance, you must take steps to make sure the restored database can be backed up by Infor’s automated backup process.
If you are building a group based on a date and using => for the date condition we are seeing issues on selecting the beginning date
When creating a cloud staging instance, it is possible to replace the Infor-provided database with a copy that has been upgraded elsewhere.
Join us Wednesday, June 21st at 2pm CDT. The sale has been closed, and now it’s time to start the project. How the project is executed can make a favorable impression with your customer, or it can make earning your customer’s business in the future difficult. My guess is that you want to make a […]
Take the headache out of managing contracts and positively impact the bottom line. For many organizations contract management is a time consuming, manual process. A common problem that results in manually managing contracts is disorganization – leading to money left on the table, wasted resources, and unsatisfactory product delivery. Best-in-class organizations realize the importance […]
If you had an doubt about how serious Infor is about their CRM product, they have just replaced several legacy partner support systems with Infor CRM. All Infor Channel Partners across all Infor product lines will start using the new system on May 22nd. This represents thousands of users who will be utilizing Infor CRM […]
A new version of Xbar – v1.3.7 – can now be downloaded from the Infor Xtreme portal. With this latest version, field level security rules are now enforced.
Join us May 23rd at 2pm CDT. Streamline the process of managing contracts, proposals, quotes, and sales orders while increasing the timely close of sales. Last month’s webinar took a high-level look at products from the Infor CX Suite. This month, we are going to narrow our focus and dive into Infor Contract Lifecycle Management […]
Update 07 for Infor CRM 8.3 is now available for download from the Infor Xtreme portal. This update is part of Infor’s commitment to deliver updates on a consistent basis so in addition to numerous bug fixes, a couple of new features have been added. Web Client New secured actions for the Job Manager job […]
What topic would interest you? At the beginning of April we hosted a webinar that provided an overview of products from the Infor CX suite that currently, or in the future, will integrate with Infor CRM. While there were a couple products presented that were familiar, many were being presented for the first time. We would […]
When configuring SpeedSearch you typically share the SpeedSearch Directory and all the subdirectories are now shared and available for users.
Recently, I request from Infor CRM a list of Literals that can be used when build queries in the Query Builder.
We’ll discuss many Infor CRM add-on products – join us! On Wednesday at 2pm CDT will be recapping the Infor CRM Partner Summit with special guest presenter Ed Heinsius of Infor. The Infor CRM Partner Summit was an invite only affair and we were honored to have the opportunity to attend and discuss Infor’s vision […]
Wednesday, March 29th at 2pm CDT. Last month Scott Weber attended an invite-only Infor CRM Partner Summit. The purpose of the summit was twofold – a chance for Business Partners to share what is and isn’t working for customers, and a chance for Infor to share information about the various products that will be integrating […]
Wednesday, March 15th at 10am CDT. The last in a series of 3, this Infor Product Speed Session will focus on Infor CRM. Topics covered during this webinar* will include: More effectively manage your contacts, accounts, leads, campaigns and opportunities Extend robust CRM functionality to mobile applications Experience the seamless integration between Outlook and CRM […]