If a user has too many unsuccessful attempts to log in to Infor CRM, their account will be locked. The user may be unlocked as follows:
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: […]
Expected release the summer 2017. Have you heard? Infor has been working to create an integration to LinkedIn’s Sales Navigator, and you should be able to get your hands on it before the summer is over. The integration between Sales Navigator and Infor CRM will increase the ability for sales professionals to “…get introduced through […]
Don’t miss this webinar! Educated guesses are alright, data science is better. Way better. Earlier in the year when we held a webinar to discuss the different products from the Infor Customer Experience Suite that integrate with Infor CRM. This month we’re excited to present a product from the CX Suite that will help you […]
In Infor CRM, it is possible to retire a user using the Admin program. This frees up the user's license, and suspends the user from logging in to CRM, but preserves their history in the system.
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.
How to align the toolbar icons that show in a dialog workspace in the Infor CRM web client.
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 you run a report in the Infor CRM Web client, the request it passed to the job server, which runs the report and saves it as a PDF. This PDF is saved in the attachment folder defined for CRM and it also creates a record in the attachment table. This information can be used […]
When creating a cloud staging instance, it is possible to replace the Infor-provided database with a copy that has been upgraded elsewhere.
In the Infor CRM web client, quick forms render controls inside of a div. The div is where a lot of the visual attributes are, like how a control’s label spans 40% of the overall width. There is no direct way to manipulate this server side since the divs do not contain IDs. Even doing […]
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 […]
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 […]
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 […]
When we are assisting clients with an upgrade or new installation of CRM, we are frequently asked what version of SQL should be used.
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 […]
Recently, I request from Infor CRM a list of Literals that can be used when build queries in the Query Builder.