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Brianna manages The Inbox, a blog where you'll find posts about cool, but not necessarily related, things going on in the tech industry. From cool apps to web 2.0 topics. You'll find a whole lot of useful info here. And of course, news about Customer FX.

  • Infor CRM (Saleslogix) Updates Part 2: Merging Your Customizations

    Last chance to register! If you haven't registered for today's webinar, "Demystifying Infor CRM (Saleslogix) Updates Part 2: Merging Your Customizations", you still have time! Today's webinar is a follow-up to last month's "Demystifying... Read more
  • The Customer FX October 2014 Newsletter

    Stay informed. Every month we put out a newsletter recapping important info that you need to know. This month's newsletter invites you to join us for our webinar on Infor CRM (Saleslogix) Updates Part 2, covers changes to Infor CRM (Saleslogix) Mobile, invites you take a peek at what the future of the Infor CRM user interface may look like, and, of course, free Infor CRM training! The full newsletter is attached. Enjoy! -Brianna Read more
  • Infor CRM Mobile (Saleslogix Mobile) and Xbar Webcast

    Thursday, October 23rd presented by Infor CRM. Adding Infor CRM Mobile (Saleslogix Mobile) and Xbar to your CRM repertoire is a great way to improve user adoption and add value to not only your sales team, but marketing and support as well. Interested in learning and seeing more? Register for the webcast Infor CRM Mobile and Xbar - Bringing Your CRM Inside. Read more
  • Infor CRM Mobile v2.x (Saleslogix Mobile) and iOS 8 Information

    Good news and bad news. As many of you know, iOS8 was recently released and the good news is that the team at Infor CRM (Saleslogix) tested and validated Mobile 3.1 on the platform in advance of the release. The bad news is that last spring Mobile 2.x went to critical fix only, meaning that iOS8 hasn't been tested or approved for Mobile 2.x. In fact, any version of Mobile below v3.1 has not been tested. A common issue of users with iOS8 and Mobile v2.x is a blank screen on login. If you are running iOS8 and have an old version of Mobile talk to your Business Partner about upgrading to v3.1. -Brianna Read more
  • Demystifying Infor CRM (Saleslogix) Updates Part 2: Merging Your Customizations

    Last month we began to tackle what can be a complicated topic - Infor CRM (Saleslogix) updates. We reviewed the basics of where to find updates, the different types that are released, possible impacts when applying, etc. This month we're going to focus on an area of concern for many customers when applying updates, namely, how will this effect current customizations? Join us as we demonstrate a few techniques and tools for merging your existing customizations when applying an Infor CRM (Saleslogix) update. Topics that we will cover include: Read more
  • Video: Demystifying Infor CRM (Saleslogix) Updates

    Watch it now! If you missed yesterdays demo, "Demystifying Infor CRM (Saleslogix) Updates" , or you would like to review the information covered for a second time, we have you covered. Below is a recording of the demo. And because this is such a complicated topic we will be offering a follow-up webinar in October. Stay tuned! Read more
  • Infor CRM (Saleslogix) Releases Collateral Items

    Popular datasheets have been rebranded. It didn't take Infor very long to make the name change from Saleslogix to Infor CRM official, and now they have begun to update some of the most used datasheets to reflect the Infor brand. I've attached the rebranded Infor CRM Xbar datasheet so that you can take a look for yourself. -Brianna Read more
  • Customer FX Newsletter September 2014

    Saleslogix/Infor CRM news and free training. This month's newsletter brings you a chance to learn more about Saleslogix/Infor CRM updates, details about the Infor acquisition of Saleslogix (including the official name change), and free training opportunities to help you better use Saleslogix/Infor CRM. Not currently on our email list? Send an email to info@customerfx.com letting us know you'd like to join and we will make sure to get you signed up. -Brianna Read more
  • Official Infor CRM Acquisition FAQ

    What to expect now that Saleslogix is Infor CRM. Like many of you, it will take some time (probably a long time) to start calling Saleslogix by it's new name: Infor CRM. The name change was made official earlier this month, and today the official Infor CRM Acquisition FAQ was posted to the Infor CRM Community. I have attached a copy for your reference. You will still see the Saleslogix branding in many places, such as the Infor CRM Community, white papers, etc., but we anticipate a majority of the Infor CRM rebranding to be done by the time the Infor + Saleslogix Global Conference rolls around. -Brianna Read more
  • Demystifying Saleslogix Updates

    Wednesday, September 24th at 2pm CDT. Updates to Saleslogix are great, they mean that as a product it continues to grow in features and improvements are made to fix flaws, but at the same time updates can be confusing. Trying to make sense of updates is an issue customers often come to us with - does this update fix a bug? Add a feature? Both? In this month's presentation we will demystify the steady stream of software updates produced by Saleslogix to bring some clarity to common questions: How do I know what updates are available for my system? How do I know where to get the updates? What are the different types of updates and what are they called? Which updates will impact my customizations and how can I tell? How do I make sense of the update documentation? Applying updates - what are the prerequisites and do I need to install them in order? Read more
  • Saleslogix Mobile v3.0.4 Now Available

    Find out what's changed. Saleslogix Mobile v3.0.4 is now available in the Customer Portal. The newest version removes the default #hashtag for all entities except Activities. You will also find that Lookup has become a persisistant field at the top of the list-view, you no longer need to access the Global menu on the right. Saleslogix Mobile v3.0.4 can be found in the following groups of in the Downloads area of the external portals: Read more
  • Infor Acquisition of Saleslogix Complete

    Message from Infor CEO Charles Phillips. Last night Infor sent out a message to Saleslogix Business Partners that the acquisition of Saleslogix by Infor is now complete. With that announcement also came a letter from the CEO of Infor, Charles Phillips. Here is an excerpt from that letter: "Through this acquisition, we believe you will benefit from the strength and stability of partnering with one of the largest enterprise application providers in the world, with a focus on product innovation and customer value, and a commitment to research and development. Infor realizes that transactions like these can create uncertainty for you. We want to assure you of Infor's continued commitment to your success and, as with Infor's prior product acquisitions, we are working hard to avoid disruptions in your service as a result of this change." You can read the entire letter here. Read more
  • Register for the Infor + Saleslogix Global Conference

    Last Chance for Early Bird Pricing. After the announcement of the planned acquisition of Saleslogix by Infor, many were left wondering if this year's Saleslogix Partner and Customer Global Conference would even take place. Not only will the conference go on as planned, all attendees will have the added benefit of meeting the Infor team and learning more about the product road map that Infor has planned. With all of the attention the acquisition is receiving from partners, customers, and analysts, it is expected that the conference will sell out. Haven't purchased your tickets yet? There is still time to take advantage of the early bird pricing of $549, but only until August 31st. After that time ticket prices go to the standard rate of $699. What are you waiting for? Read more
  • Saleslogix Acquisition by Infor FAQ

    More information about the transition. Today Swiftpage provided an FAQ for Business Partners to share with customers that have questions about the acquisition of Saleslogix by Infor. Concerns about Infor's vision for Saleslogix, the upcoming Saleslogix conference, changes to the branding, are among the many topics discussed. I have attached PDF so that yo may review all of the questions and answer. -Brianna Read more
  • Saleslogix Web Core Update 03 for Saleslogix v8.1

    Now available. The release of Saleslogix Web Core Update 03 has been pushed back a couple of times, but the wait is now over. The list of fixes in this update is extensive, fixing issues with the Query Builder, multi-select picklists, moving columns on reports, and so much more. I have attached the PDF with the full list of fixes for your reading pleasure. As usual you will find this update on the Customer Portal. If you have questions please contact your Saleslogix Business Partner. Read more
  • Swiftpage Webinar: Saleslogix Sync for Gmail

    Thursday, August 21st at 2pm ET. If you are interested in taking a look at the soon to be released Saleslogix Sync for Gmail, Swiftpage has you covered with a webinar August 21st. See more details below. -Brianna Read more
  • Join Us for a Look at the Next Release of Saleslogix Mobile

    Wednesday, August 20th at 2pm CDT A new version of Saleslogix Mobile - v3.1 - is in the works and with it's release will be an expanded feature set, improvements to the mobile platform, and changes to the currently existing functionality. Join as we cover features such as: Read more
  • The Saleslogix Health Checker Recording Now Available

    In case you missed it. Yesterday we held a webinar to take a look at the Saleslogix Health Checker, a new product that (currently in Beta) aims to help you identify issues with your Saleslogix install. Below is a recording: Read more
  • The Customer FX July 2014 Newsletter

    In case you missed it... Every month Customer FX puts out a newsletter, and if you are not on our mailing list you are missing out. Fortunately you will find the July 2014 newsletter attached to this post. And if you'd like to be included on our mailing list, please send a request to info@customerfx.com. Read more
  • Early Bird Registration Fees for the Saleslogix Global Conference

    Now through August 11, 2014. The Saleslogix Global Conference takes place November 2nd-5th, 2014 in Scottsdale, AZ, and this year the conference includes both partners and customers! Event highlights include: Read more
  • The Saleslogix Health Checker: A New Way to Identify Common Issues

    Identifying issues and improving the performance of your Saleslogix application is about to get much easier with the new Health Checker tool. This central application performs a variety of tests and checks related to your Saleslogix install. Join us this month as we cover the benefits of the Saleslogix Health Checker: Read more
  • Newly Updated Salelogix Compatiblility Guide

    Download available. There is a new Saleslogix Compatibility Guide available that anyone moving to Saleslogix v8.1, switching clients, and/or making other hardware or software changes should review. Attached you will find a copy of the new guide. Read more
  • Now Available: Web Core Update 07 for Saleslogix v8.0.0

    Download now! Visit the Saleslogix Customer Portal for the Saleslogix v8.0.0 Web Core Update 07. In this update you will find fixes for issues with Activities, particularly in relation to UTC. Additional fixes include using Literal’s in the Query Builder, fields/picklists not populating when browsing values and e-mail attachments only recording to one recipient. Reminder, Web Core updates are cumulative and include all fixes from previous updates. For a full list of resolved issues please see the Applying Guide. Web Core Update 07 can be found in the SLX - Updates - 8.0.x group in the Downloads area. -Brianna Read more
  • Saleslogix Customer Newsletter - July 2014

    Check out the July Newsletter sent out by Swiftpage. Read more
  • Saleslogix Xbar for Outlook Now Available for Version v8.x

    Contact your Business Partner. Saleslogix Xbar for v8.x is now available for download! If you are on a current Bronze (Maintenance only) plan or higher you can obtain Xbar by contacting your Business Partner. Take a look at the Beta 2 version will you wait to get your hands on the current release: Read more
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