Inbox Guru continues to make rapid improvements to it’s functionality and features. It’s latest new feature is a survey module which is highly integrated into Infor CRM. Here are some features of the page designer Any question can be mapped back to the Infor CRM contact or lead Page URLs are the companies domain name […]
Inbox Guru is an integrated marketing automation solution built specifically for Infor CRM
Infor has released update 04 for CRM 8.3 which can be downloaded now from the Xtreme Portal. Infor is right on schedule with their commitment to release new updates to their CRM software every 60 days. Update 04 is significant because it not only contains many reported bug fixes but also adds an exciting new […]
Infor has released Mobile 3.5 which can be downloaded from the downloads area on the Xtreme portal. In addition to several bug fixes, some new features have been added as well: Mingle Single Sign On support Offline BOE entity support Sales person KPI added to the sales order detail view Contour Mapping module is now […]
Infor CRM 8.3 update 3 is now available for download from the Infor Xtreme portal. Along with multiple bug fixes, update 3 now includes seamless integration with Infor ION and Infor Ming.le. Release Highlights: NEW Ming.le integration provides users with a collaborative experience to “share” notes, contacts, bookmarks, and widgets with each other. New integration […]
This month, Infor transitioned their entire sales force to Infor CRM. Not just the CRM division, the whole company. To me, this is a strong indicator of their commitment to their CRM product. Here is a communication we received… “To be very clear, Infor is committed to our CRM product, so much so that we […]
Infor CRM v8.2.0 update 03 is now available for download from the Infor Xtreme Portal. Included in this release are the SNC, Web Core and Web Model files. New features added: Web Client Outlook sync and the Outlook Integration features that were previously included with Desktop Integration have been moved to Infor CRM Xbar for […]
Now available for download is the latest release of Infor CRM mobile; 3.4.2 for 8.0 or later. You can get it from the Infor Xtreme Portal in the Downloads/Products section. Included is the installation files and Implementation guide. Be sure and read the prerequisites before installing. This appears to be a maintenance release so to […]
Now Available for download from the Infor Xtreme Portal are the Infor CRM 8.3 French and German Language packs. So, crm infor heureux and glücklich infor crm
Infor posted update 02 for Infor CRM version 8.3 today. It includes the SNC, Core and Model updates for the web version. In looking through the update documentation, this is primarily bug fixes rather then adding new features. The updates are now available on the Infor Xtreme portal.
Infor CRM Xbar for Outlook 1.3 has been updated to 1.3.1 which adds backwards compatibility for Infor CRM version 184.108.40.206, 220.127.116.11 and 8.3 or later. Ensure your version of Microsoft Outlook is the desktop version of 2010, 2013, 2016, or Office 365. You can download the software on the Infor Xtreme Portal right now.
Infor CRM 8.3 adds a useful new feature for linking Contacts to Accounts where the Account is not the primary Account for the Contact. This new tab is called “Contact Associations”. This is in addition to the legacy Associations tab where you could only link records horizontally, Contacts to Contacts and Accounts to Accounts. Now […]
I think this is a really neat feature of the Infor CRM (formerly Saleslogix) Mobile client. We’re all carrying smartphones and tablets with cameras, so why not put it to work when you need to add a photo to an Infor CRM record. In the Mobile client, navigate to an Account, Contact, Opportunity or Ticket […]
So you stare at the Welcome dashboard widget every time you log into Infor CRM and you get an advertisement for the software you already own. Would you like to turn this into something useful instead? Read on to see just how easy it is. The Welcome dashboard widget in constructed of code and several […]
One of my favorite tools built into Infor CRM (formerly Saleslogix) is SpeedSearch. Rather then navigating away from the screen you are on and then doing a lookup to find a record, save yourself some time and clicks by typing part of a word, such as the first few letters of a contact’s name, then […]
Let the “we’re #1 chants begin”! We are very excited with the news that Infor CRM has been placed #1 on the SelectHub Leaderboard, a representation of leading CRM software vendors. SelectHub’s Leaderboard is formulated through a careful review of a collection of resources. The leaderboard includes a combination of in-house vendor research conducted by […]
In Infor CRM 8.2, many of the screen layouts can be edited right from within the web interface. This includes adding, hiding, editing labels and such on fields but you cannot delete or remove one from the screens once added. There is a way however, to fill in the white space a hidden field leaves […]
I’m frequently asked if there is a way to plot multiple Infor CRM (Saleslogix) Account or Contact records on a graphical map and the answer is “yes” and it’s free. Here is the simple 3 step process: Create the group of the records you want to display on the map using the standard Infor CRM […]
The Application Architect has several new bundle action types – Insert Records, Add Secured Action(s), and Add Role(s). The Insert Records screen allows you to choose records from every table in the database and includes all fields in that table. Also added is the ability to save a bundle as a folder.
When managing PickList items in the web client, you can now add a filter word. The filter word can then be dynamically queried so that your users only see the items in the PickList matching the filter word. For example, your US based users only see PickList items with the USA filter word and the […]