Articles by Dale Richter

  • Content Type

Cleaning up Picklists with Duplicate Entries in Infor CRM

The LAN version of Infor CRM allowed users to add entries to picklists, and this resulted in duplicate entries that are not available for cleanup in the normal Picklists Management area. These picklists can be cleaned up in SQL Management Studio.  Find your step-by-step instructions here: Cleaning Up Picklists

Looking up Records in Creatio

Looking up records in Creatio sounds like a very easy task, but there many different ways you can do this.  Because you have options I have made a video to help determine the best and fastest ways to look up records. Take a look. It only takes a couple of minutes and you will be […]

Your Guide to Adding Contextual Apps in Infor Ming.le

This information is current as of May 13, 2020.   Your Guide to Adding Contextual Apps to Infor Ming.le Adding a contextual application widget to Infor Ming.le: In order for the contextual Opportunity Status widget to display in the Infor Ming.le sidebar pane within Infor CloudSuite CRM you must publish and enable the contextual application. […]

Infor CRM Plugin Type

Plugin Types have not changed but a few have been added since Ryan’s Post in 2005. Here is the most current list. Infor CRM Plugin Types 0   – Process 1   – Sales Process 2   – Scripts, Basic (Legacy) 3   – Views, Sales (Legacy) 4   – Profiles 5   – Scripts, SQL 6   – System Reports 7   – […]

How I assign ownership to a group of Leads in Infor CRM?

There is a tool within Infor CRM to align Accounts to different Account Owners. It is called Territory Realignment. There is a tool in Infor CRM to globally replace data in Contact/Account Fields. But, I cannot find a way to update Lead ownership within Infor CRM. How is this accomplished in the interface?

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) and Creatio (bpm'online) news and product updates!

You have Successfully Subscribed!