Articles by Scott Weber

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Creatio Marketing emails can have Dynamic Content

Dynamic Content is a marketing email feature usually reserved for very high end platforms however, it is included in Creatio Marketing.  Adding to the power of this feature is the fact that any and all Creatio data can be the used as the condition that selects your dynamic content. Dynamic content enables changing the email […]

Infor is terminating their partnership with Marketo

For those customers that have a Marketo marketing solution and Infor CRM, there is a change coming that may or may not impact you.  Please read the announcement below for the details.  I did get clarification from the Infor product managers that this is not going to impact the native integration between Infor CRM and […]

Flash fix for the Infor CRM Funnel Chart is now available

As promised, Infor released the fix for the Adobe Flash powered Funnel Chart in the Infor CRM web client.  Here is a link to the Knowledge Base article which has the required bundles attached to it depending on your CRM version.  It looks a little different then the flash version but seems to work exactly […]

Infor CRM Flash powered Funnel Chart fix coming soon

Infor announced today that they will have a fix for the Sales Funnel which is currently using Adobe Flash which will be unsupported and stop working at the end of 2020. A bundle will soon be available to all customers on a current maintenance plan which will replace the funnel chart widget with a non-flash […]

Infor CRM Xbar 1.4.1 – What’s New

This is the features added in Infor CRM Xbar for Microsoft Outlook version 1.4.1 which is now available for download on the Infor support portal The Ability to synchronize Leads, including new sync option to define behavior. (for Infor CRM v8.4.0.4 only) Requires KB 2151140 and the companion pieces in KB 2144758. Administrators can now […]

Setting up Summaries in a Creatio List View

Creatio allows you to create a summary of the data in a column when you are in the list view. Summaries are used to calculate: The total number of records (available for all columns). For example, you can calculate the number of the registered customers in the CONTACTS section. The minimum or maximum value in a column […]

Enhancement Request System for Infor CRM

Did you know that you can make suggestions to the Infor Product Managers on enhancements that you would like added to the software?  Infor has an ERS system that can be accessed from the Support Portal Log in to the portal and click the Resources menu then select Enhancement Request System. When this screen comes […]

Coming Soon: Infor CRM 8.4.04

    Here are the planned updates included in the 8.4.0.04 release: ▪ Workflow enhancements ▪ Activity Auto-Fan Out enhancements ▪ Activity Association enhancements ▪ Performance improvements Wave II ▪ REST API Swagger docs for SDATA ▪ Support for named “sub-queries” within a Group

Creatio version 7.16.2 has been released to all customers

We are thrilled to introduce the latest update package for Creatio (formerly bpm’online) products. Please, make sure your Mobile Creatio application is updated to the latest version for the best performance. New features and improvements included in 7.16.2: ► Email marketing. We continue to improve the Creatio CRM functionality. In the newest release, we’ve added […]

Infor CRM Mobile 4.1 coming soon -Critical patch included

Infor CRM Mobile 4.1 has been announced and will be available within the next few months.  A critical 4.0 bug fix is included which impacts all devices running the latest Apple IOS 13 where the calendar controls do not work correctly.  Customers who are experiencing this issue now can report this to Infor and get […]

Infor CRM 8.4.03 will include Forecasts & Quotas

Included in the next release of Infor CRM is an all-new Forecasts and Quotas capabilities.  Many customers have been asking for this and it will part of the next update, 8.4.03 for the web client.  Managers can establish a goal for a specific user or team of users and then track their progress towards achieving […]

Creatio (formerly bpm’online) Quick Tips: Working with Leads

Leads in bpm’online are a record attached to an Account or Contact (or both) for communicating with and qualifying someone for something they may be interested in.  As you work the lead, you can collect information over time and then create an opportunity if it really is a quality lead.  This allows you to have […]

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