Tag: Infor CRM

5 Reasons Why You Should Implement Contract Lifecycle Management

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 […]

Infor Rolls Out Infor CRM to their Channel Partners

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 […]

Infor CRM 8.3.06 Proximity Search Sorting Error

In the web client there is now a proximity search to find records within a specified distance of one another. There are 2 proximity searches- one for account and one for contacts. This functionality is in 2 custom smart parts both in the ProximitySearch folder: ContactDistanceSearch.ascx AccountDistanceSearch.ascx Searching on the Contact version has a problem […]

Infor CRM 8.3.0.07 released

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 […]

Crowdsourcing: Future Infor CRM Related Webinars

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 […]

Adding a Filter/Condition to the Contact Attendees Lookup in the Infor CRM Activity Editor Dialog

I’ve posted a few times before about customizing the Infor CRM (Saleslogix) Activity Editor Dialog. It’s a form made up of 100% Javascript so customizing it isn’t like your typical Infor CRM Web customizations. In this article, we’ll be looking at how to customize the lookup to add contact attendees (participants) to the activity. Specifically, […]

“Service Sage.Platform.Application.IEntityContextService is not available in the current context” in Infor CRM web client

If you are trying to navigate to a page in the Infor CRM web client and get a message of: We apologize for the inconvenience, but your request cannot be completed. Service Sage.Platform.Application.IEntityContextService is not available in the current context. Fear not, nothing is wrong with your system. It is an unhandled error that is […]

Inside Look: Takeaways From the Infor CRM Partner Summit

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 […]

Infor Product Speed Session: Infor CRM

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 […]

New Feature Alert: InboxGuru for Infor CRM Now Has A/B Testing

A feature all marketers should utilize. InboxGuru recently announced the addition of A/B testing (also called split testing) to their marketing automation application, something I consider a big win for both the product and for anyone who is trying to get the most out of their email marketing campaigns.  It can be hard to imagine, but […]

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