Here is a screenshot of the all-new UI for the Infor CRM Speed Search engine. Speed Search has always been a powerful and useful feature of Infor CRM however, the user interface was very dated. I like how the results within each entity are grouped in this new version.
Here are a couple of screenshots of the Customer Journey which is a new feature of Infor CRM 9.2 We will do a full review of this when it becomes available.
Here are some of the new features planned for Infor CRM related to Remote Administration
This is subject to change but here is what is planned for the 9.2 release of Infor CRM.
Infor has released a new version of Xbar for Outlook, which can be downloaded from the downloads area on the Infor Support Portal. Xbar 1.4.2 contains numerous bug fixes as well as several new features. For a complete list of what’s new and fixed, click the link below. Infor_CRM_SLX_Xbar_1.4.2_Release_Report 1 Add a text notification when […]
I really like the G2 review website because these are reviews from actual users and not paid analysts. Creatio, a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom, has been recognized as a Leader in the G2 Fall 2023 Grid® Reports for CRM Software. Creatio CRM […]
Download the linked document below to see some of the new features and capabilities Infor added to the new 9.1 release. Infor 9.1 Enablement – CRM – 2023July
SQL Express has some limitations compared to the full MS SQL products. Even Infor suggests that a CRM system will run on SQL Express and it does, however, in a production environment, it’s usually not the 10gb database size limitation that gets you but rather the 1 GB database Engine limitation that will make for […]
Here is a new user guide for the Infor CRM 9.1 web client. Getting_Started_with_Infor_CRM_Web_Client (1)
The next release of Infor CRM, which will be an update to 9.0, is due in the first half of June 2023. Once we have more information on what this new release contains, I’ll post an update here.
Here is a good explanation of the product support policy lifecycle for Infor CRM. Contact us right away to discuss getting you upgraded to a supported version.
Take a look at the 12+ month view of what to expect in Infor CRM 9.x
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. […]
As part of the ongoing effort to migrate all functions previously requiring the LAN Administrator or LAN Application Architect, Infor is adding many functions to the web client in 9.x
We get asked for this a lot and here it is. Coming in version 9.x is the ability to create a calculation and then display that value as a column in a list view.
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
A lot of folks will be pleased to see this improvement as the Job Manager previously required you to log into the server to see its status. Now you can control it right from the web client interface. Coming soon to Infor CRM 9.x
I’m happy to see this feature finally being implemented. Previously, you had to carefully add products to Quotes and Orders in the order you wanted them to appear on the screen and output whereas now, you can re-order them at any time.
This is a screenshot of a new feature that will be part of a future release of Infor CRM 9.x This should be useful for companies that are primarily Account-based selling vs Opportunity based selling.
Take a look at what is available for Infor CRM SLX 9.0 and what is coming in 9.1, 9.2 and beyond in the Infor CRM SLX Roadmap