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 […]
Here is the latest information from Infor on the Version support and Product Lifecycle.
In Creatio, you may have noticed a vertical bar in the upper left corner of the Accounts, Contacts and Opportunities screen. It’s called the Percentage of Profile Completion Indicator and it is color coded to indicate how complete a record is or is not. If you click on the bar, it will pop up a […]
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
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 […]
I use this whenever I get an email in Creatio from a new Contact or a Contact with incomplete data. When an email shows up in your inbox and you see the little orange cloud-shaped icon, this is an indicator that it found new/missing data or there is a contact in the email string that […]
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 […]
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 […]
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 […]
bpm'online has the ability to import data from Excel files into any section
Every section within bpm'online has "Printables" which are Word merge document templates or a report
Creatio (formerly bpm’online) has been named a Leader in the Nucleus CRM Value Matrix for the fourth consecutive year
Bpm’online, a global business software company leading in the space of low-code, process automation and CRM, is proud to announce it has been recognized as a Leader in the CRM Technology Value Matrix 2019 by Nucleus Research for the fourth year in a row. You can read more about it here.
The built-in bpm'online email client has the ability to automatically record all of your emails to the matching Contacts and Accounts
The San Francisco-based cloud software giant Friday blocked access to all current and former Pardot marketing automation software clients after the deployment of a database script inadvertently gave users broader data access than intended.
Yes, you read that right, we said free! The long-awaited moment of the year is approaching! On June 5th bpm’online will present a brand-new product – bpm’online studio FREE – developed to streamline process design. This low-code technology is meant to give non-IT staff the ability to build apps and business processes without having to […]
The bpm'online built-in email client looks for keywords and phrases like "help" or "problem" and then creates support cases
Every main section in bpm'online can be configured to present a different form/view
The marketplace is saturated with CRM systems of all types and costs, from free to thousands of dollars per user per year. Most have one thing in common that limits their usefulness – for the most part they just store data. All CRM systems are built using forms over a database and they have […]
Infor CRM Xbar v1.3.9 is ready for download on the Infor Support Portal (formerly Infor Xtreme). There are many fixes in the new release, which we hope will lead to a smoother user experience. Check out the fixes below and let us know if you have questions. Prerequisites Before installing Xbar, you must: Ensure […]
Fix for Concurrent User licenses not being released after applying update 08, 09 or 10 for Infor CRM 8.3
Description: The following information only applies if your Infor CRM system in NOT integrated with Infor Ming.le. After applying update 08, 09 or update 10 for 8.3 you will find that Infor has added a session state parameter to the SlxClient web.config file and have set the default value to 480. This parameter being added to the […]