Articles by Scott Weber

Infor CRM – New Bundle Action Types

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.

Infor CRM – New Dynamic PickList Items

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 […]

Infor CRM Sync for Exchange(beta) first look

I’ve been testing the all new integration solution for Infor CRM and Microsoft Exchange. This new software is very different than the previous server-side solution called ExchangeLink. The new integration solution is powered by web services rather than using a database type connection like ExchangeLink uses. This is significant because it can work...

Infor CRM Mobile 3.3.1 is now available!

Infor Mobile 3.3.1 is now available for download from the Infor Xtreme portal! The main features in this release are embodied in the translations of the features added in the Mobile 3.3 release. In other words, Mobile 3.3 is now ready in French, Russian, German, Italian and Chinese! There were also a number of fixes incorporated into this release […]

Infor CRM 8.2 is now available for download

Infor has released it’s newest software, Infor CRM 8.2 which is now available for download on the Xtreme Portal.  It can be found under the Downloads/Products section.  It is a 7gb iso file so plan on a long download cycle. Infor CRM 8.2 includes enhanced filters, group management tools, innovative self-service features, language selector, and […]

Infor Mobile 3.3 for 8.x now available

Infor Mobile (formerly Saleslogix mobile) 3.3 for 8.x is now available for download from the Infor Xtreme portal. This release contains the following enhancements: Quick Actions: New Configure icon allows you to change the visibility and order of items in the Quick Actions pane. Activities: New field caching feature allows you to add an activity […]

Infor ION – The next generation integration solution

“Easily integrate both Infor and third-party software applications with Infor’s innovative Intelligent Open Network (ION). This purpose-built middleware solution provides a simple but powerful and scalable framework, allowing you to eliminate operational silos, dramatically improve exception management, and achieve unparalleled end-to-end efficiency.” Customer FX is quickly coming up to speed on what will be a […]

InforCRM Xbar1.2 – Adds 2 New Features

InforCRM Xbar1.2 is scheduled for release in February and includes the following new features.  Easy to use Update Contact Wizard     -Empowers user to control only the information that they want to update Smart Account Association    -When creating a new contact Xbar will automatically do a look-up for account, based on company name and associate it […]

First Impressions of Infor CRM update 05

I was able to get the new software loaded in my standard demo system today and my first impressions are: it looks very clean and modern, I like it a lot.  What I was not prepared for is how much faster it is at navigating around.  I don’t know what they did specifically but, the […]

Salesfusion Platform Update Announcement

In November, Salesfusion added new features to their platform and made a number of changes to the UI and existing functions.  You can check out all of the new stuff by clicking on this link. Salesfusion Enrich We’re excited to announce the launch of Salesfusion Enrich. Through a partnership with InsideView, marketers will have the […]

Infor CRM update 05 due out in late December

Update 05 for Infor CRM 8.1 is scheduled for release in late December.  It will include all of the updates and defect fixes that were slated for the 04 update as well as the new UI changes seen in this screen shot.  What I’m sure many are wondering is: what impact does this have on […]

Xbar v1.1 for Saleslogix v8.x is now available!

Here is a list of the new features and changes.  The software can now be downloaded from the Saleslogix customer portal. Xbar 1.1 New Features:• Enterprise Installer: Silent Install/Uninstall, Install from a Network Location, Localized Installers• Windows Authentication• Complete Action – Added Ask Menu throughout Xbar to allow ability to do work from multiple views• Global Search Improvements – [&hell...

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