Free Training Workshops, Product Webinars, and More for Infor CRM (Saleslogix) and Related Products

Using Global Replace to Update Records in Infor CRM

Have you been tasked with updating your client list? Using the Global Replace feature you can update many records quickly and easily. Global Replace allows you to change contents of a field based on criteria that you set up. In this workshop you will learn to use the Global Replace Wizard to replace data on records that you have access to. Upon completion of this workshop the user will have the knowledge to update records quickly and efficiently using the Global Replace f...

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Creating and Deleting Filters in Infor CRM Web v8

The Filters feature in Infor CRM (Saleslogix) Web is a great tool to use when you need filter down a Group to specific features. The question is, do you know how use Filters? In this workshop you will learn how to add a Filter based on an existing field within the database and also how to remove Filters.

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