In today's post, I'll be outlining a procedure to add an Address field to Account Asset (Product) record. To add an address field to Account assets (products) that allows a user to define an existing Account Address for an Asset (AccountProduct) record. The addressed will be stored in the AccountProduct.Userfield1 field.
We think our team at Customer FX is one of the best around. It shows because our employees stick around for a long time. Our average tenure for all Customer FX staff is 15 years. Personally, I’ve been here for 17 years this month. That’s says a lot about the kind of company we are. People enjoy […]
The Application Architect has several new bundle action types – Insert Records, Add Secured Action(s), and Add Role(s). The Insert Records screen allows you to choose records from every table in the database and includes all fields in that table. Also added is the ability to save a bundle as a folder.
When managing PickList items in the web client, you can now add a filter word. The filter word can then be dynamically queried so that your users only see the items in the PickList matching the filter word. For example, your US based users only see PickList items with the USA filter word and the […]
You now have the ability to manage Area/Category/Issue selections
Add and Edit database fields directly within the web client
Bulk Update and Bulk Delete capability has been added for Account, Contacts, Leads and Opportunities
Infor CRM has just released its latest update to the 8.2 platform (Infor CRM 22.214.171.124).
Wednesday, September 23rd at 2pm CDT. This month we finish up our series highlighting the new features in Infor CRM v8.2 with the Group Manager. (You can watch previous v8.2 feature highlights here and here.) Over time, groups often become unwieldy with one-off groups, non-working groups, and groups created by users that left your company 5 years ago […]
Presented by Infor CRM Product Manager, Jeff Hanrahan. Infor is putting on a webinar that will highlight the latest updates to Infor CRM – and you’re invited! Join Jeff Hanrahan, the Infor CRM Product Manager, on Wednesday, September 23rd at 8am PT/11am ET as he breaks own the newest integration, configuration, and collaboration features. His […]