Workshops

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

Infor CRM v8: Exploring Search Options and Filters

Infor CRM holds an extensive amount information from support tickets to marketing efforts to email correspondences and much more. With so much available information, it's important that you can find what you need when you need it. In this workshop we are going to explore Infor CRM search options and filters and how they can help you find information in different ways. Come away from this workshop with a clear understanding of the options available to you when it comes to f...

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Using Global Replace to Update Records in Infor CRM (Saleslogix)

Have you been tasked with updating your client list? Using the Global Replace feature in Infor CRM (Saleslogix) 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 ...

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