Articles by Scott Weber

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Infor CRM- What’s New in the current and past releases

Infor CRM SLX contains the following updates: Version 9.0 Updated user interface Ability to select a theme color from the Theme menu Ability to specify light, dark, or high-contrast mode Information is emphasized Editable information is bold Read-only information is in black text Labels are now a lighter gray Field borders appear in insert mode, dialog […]

Creatio Announces Strong Growth in 2022 Driven by Rapid Adoption of its Composable No-code Platform

Creatio, a global vendor of one platform to automate workflows and CRM with no-code and a maximum degree of freedom, today shares its annual achievements and milestones. Growth in 2022 was fueled by accelerated new customer acquisition and expansion of existing relationships. It was possible thanks to continuous investment into platform innovations and active participation […]

Infor CRM – How to disable the Sync Server and license

We see a lot of customers’ Infor CRM systems with the sync server running even though they no longer or never used remote databases.  This consumes server resources and may generate unwanted sync files.  Here is how to disable all of that Description: This guide provides instructions on how to remove a sync server license. […]

Infor CRM Mobile 4.3 is now available

Changes in Mobile 4.3 Removed lead/account validator when inserting notes/history Added all available options to configuration/development.js and configuration/production.js Options are commented out by default, allowing the user to simply un-comment and save Allow attachments to “save as..” when over Chrome’s data URI limit Fix language/region dropdowns loading from the same source Allows for adding regions […]

Infor CRM 9.0 – Web Client: Refreshed User Interface

The Infor CRM 9.0 release includes some significant UI improvements for the web client Information is emphasized Editable information is bold black text Read-only information is in black text Labels are now a lighter gray and positioned above fields allowing for fields to be positioned horizontally. A new contact card that: Highlights the most important […]

Installing or Upgrading to Infor CRM 9.0 – Important Information

Important information about the 9.0 Install/Upgrade – There is no v9.0 database. Use the provided 8.5 database for a new install You will need to run the conversion utility There are no project backups, instead apply these bundles: ICRM SLX v9.0 Web ICRM SLX v9.0 Web – For instructions, please reference the following: […]

Infor CRM – Application Architect Merge Utility

Infor CRM includes a new tool called the Application Architect Merge Utility Where do I find it? Tools menu, “Manage Customizations” When do I use this? After an upgrade of CRM Why do I use it / what does it do for me? Will show you which of your custom core forms have been updated […]

Infor CRM 9.0 is now available

Infor released 9.0 today which is a bundle that can be applied to any 8.5 or above system. 9.0 Features Updated UI List View KPIs Colors and Themes Account and Contact Images New Dashboard Widgets: Group List and Bubble Chart Email Attachments Phone/Email Lookup changes Ability to Merge Contacts in the Account Contacts Tab New […]

Infor CRM SLX 8.5.XXX what to expect

Infor shared with their partners a new roadmap of features planned in upcoming releases.  A lot of these changes are a direct result of feedback from partners at a recent meeting in the Infor New York headquarters office. This is not a commitment by Infor and they cannot be held to these potential future changes

Creatio 8.0.1 Atlas release is now available

Creatio has begun upgrading customers to the 8.0.1 release and if you are an existing customer, you should get an email notification telling you when your upgrade is planned.  This release contains several new features, UI changes, and other updates.  For the official release notes and a complete list of all the changes, click here.

G2 Recognizes Creatio as a Leader and High Performer in 8 Categories

Creatio finds itself once again ranked as best-in-class in no-code, low-code, BPM, and CRM solutions.  This time they are being recognized by G2 as a Leader and High Performer in 8 different catergories.  8!  That’s pretty impressive. “…has been positioned as a Leader in Grid® Report, Spring 2022 by G2 for No-Code Development Platforms, Low-Code […]

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