Dale Richter

Learn how the new EveryoneOwnerAssignment secured action in Infor CRM SLX 10.0 allows designated users to change ownership of Everyone-owned records without requiring Administrator access.

Retiring a user and recreating the User in Infor CRM, does not clear the necessary fields for the new user to sync correctly or have the ability to login.

Infor CRM 10.0- Lead Conversion tab available to view Lead Source, Createdate, and Conversion date

The Import Wizard in Infor CRM 10.0 has been updated. Administrators have wanted to update records via the Import wizard for a long time. Now, in Infor CRM version 10.0, you can do that.

Drill-Down Dashboard Widgets in Infor CRM SLX v10 There are a number of usability improvements in Infor CRM SLX v10, and one of them is the enhanced dashboard widget drill-down capability. While earlier versions allowed users to view grouped data in dashboard charts, v10 adds interactive drill-down functionality that makes it easier to explore CRM data and act faster. From Data...

If you've ever opened a support case and thought, "where do I start?", you're not alone. Between long descriptions, activity histories, emails, attachments, and multiple tabs, support cases can quickly become information overload. When you’re trying to help a customer—or jump into a case someone else has been working—you don’t always have time to read everything line by line.  This is a great time to make use of AI Case Summary in Creatio.

Retiring End Users from the Infor CRM Web Client

Do you keep getting locked out of Infor CRM? Xbar may be the reason.

Are you getting an error while Merging Records? Did you think if you are an Admin user, you should be able to Merge any record?

Have you ever noticed the checkboxes on the Address Add/Edit view? The checkboxes for Primary Address, Primary Billing, and Primary Shipping.