Articles by Scott Weber

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Infor CRM – Additional Workflow features

by | Apr 25, 2023 | Infor CRM

This is a significant new capability being added to Infor CRM 9.x. Everything we do is part of a workflow/process and now Infor has added many more elements and capabilities to the CRM workflow engine. Check out the list of all you can now do using workflow automation all build using a simple graphical UI. […]

Infor CRM – New History Main View

by | Apr 20, 2023 | Infor CRM

Here is another new feature coming in Infor CRM 9.x They have added a new main view for History records.  This provides all the benefits of other main views such as building groups, searching, and exporting. Coming soon to version 9.x

Marketing solutions for Infor CRM – Cost comparison

by | Mar 10, 2023 | Infor CRM

The 2 leading solutions for adding digital marketing to Infor CRM are Inbox Guru and Creatio marketing from Customer FX.  Both of these solutions are tightly integrated with Infor CRM both LAN and Web however, the way the services are priced is very different* Here are some examples of how the price of the 2 […]

Creatio Marketing integration for Infor CRM

by | Mar 9, 2023 | Infor CRM

Creatio marketing is a best-of-breed, low-cost, digital marketing solution and soon we will have the integration to Infor CRM available at no cost to our Infor customers.  Until now, Infor CRM customers had to purchase a third-party integration solution or pay for a costly custom development project to integrate Infor CRM and their marketing software.  […]

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

by | Jan 24, 2023 | Infor CRM

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

by | Jan 10, 2023 | Creatio

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

by | Dec 7, 2022 | Infor CRM

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

by | Nov 11, 2022 | Infor CRM

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 […]

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