Infor CRM Web – Creating Groups

Attend the Workshop - Infor CRM Web - Creating Groups!

Mon, Oct 9, 2017 02:00 PM - 02:30 PM CDT


Creating a group is a great way to save time when you need to work with a subset of records in your Infor CRM Web database. Groups are a collection of accounts, contacts, or opportunities that share a common value or characteristic. Groups allow a user to accomplish a task or perform job functions, such as sending a direct mail piece or conducting a telemarketing campaign, to a specific subset of records. The great thing about the Group functionality is that the user can create a group to use repeatedly so that there is no need to re-query the database every time.

This Workshop will focus on creating groups to make your life easier:

* Creating groups using custom fields/tables
* Creating Local Joins and Global Joins
* Using innovative ways to find the value you want, e.g.; Activity Types

Upon completion of this workshop the user will have the skills and knowledge to effectively create groups and utilize the Infor CRM group building tools.

Workshop On:
Mon, Oct 9, 2017 02:00 PM - 02:30 PM CDT
After registering, you will receive an email with additional details.

This workshop has ended

This workshop is over and no longer accepting registrations. Take a look at our other workshops or contact us to request one.



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