Scott Weber | Customer FX

Creatio Named a Leader in the G2 Grid® Reports for Low-Code Development Platforms, Business Process Management and CRM | Summer 2021

by Scott Weber | Jul 21, 2021 | Creatio

Creatio, a global software company that provides a leading low-code platform for process management and CRM, has been positioned as a Leader in the G2 Grid® Report Summer 2021 for Low-Code Development Platforms, Business Process Management, and CRM. G2 is a world-renowned peer-to-peer software review platform that helps millions of businesses make better buying decisions based o...

Password Security Update for All Infor CRM Cloud Instances

by Scott Weber | Jul 12, 2021 | Infor CRM

Summary All CRM cloud instances will have their database credentials rotated to ensure password security. We will be updating all out-of-the-box database passwords including SYSDBA during an upcoming maintenance update. Impact If you have built any integrations or customizations that directly access the database using SYSDBA credentials, you will need to contact support to get […]

Creatio 7.18.1 is now released

by Scott Weber | Jul 9, 2021 | Creatio

Creatio will be rolling out this update within the next few days for all customers. Read the release notes >> Here are some of the highlights of this new release: Business processes. When building a process diagram, it’s now much easier for users to assign process tasks to roles; any employee with this role can perform […]

Updating CRM CSS Files Best Practice

by Scott Weber | Jul 8, 2021 | Infor CRM

Updating CRM CSS Files Best Practice for updating or extending the CRM CSS files  Do not update the CRM CSS files directly.  Create a new CSS file to hold your changes or additions  Open the Project Explorer in AA and navigate to: SlxClient SupportFiles css  Right-click on the css folder and […]

Infor CRM 8.5.01 looking ahead

by Scott Weber | Jul 7, 2021 | Infor CRM

Looking Ahead 8.5.0.1: will be released within the next few months and may include the following enhancements and features:  Mail Merge Replacement (IE 11. requirement removed)  64bit support for AA  Core Merge Utility  JQuery updated to the latest version  CRM Quote promotion to CSD  Visual Multi-Site functionality in bi-directional […]

Infor CRM Mobile 4.2 new features

by Scott Weber | Jul 5, 2021 | Infor CRM

Infor CRM Mobile 4.2 is available for download from the Infor Support Portal. Activity Enhancements – Ability to view Associations on the Activity and History detail views – Ability to view and manage contacts or leads who are attendees to an activity User Experience Improvements – Group application preferences are now user-specific rather than just […]

Infor CRM necessary hotfixes to be applied to all 8.5.x environments

by Scott Weber | Jul 2, 2021 | Infor CRM

Infor has published a Knowledge Base article with a list of what they are calling “Necessary Hotfixes” for all 8.5 installations. KB 2201482 is available on the Infor support portal with the files attached.

Sneek Peek – Infor CRM New Mail Merge for Word Templates

by Scott Weber | Jul 1, 2021 | Infor CRM

It’s almost here, the new mail merge capability for Infor CRM that no longer requires Internet Explorer. In fact, it should work with all compatible browsers. For now, it’s going to be part of the 8.5.01 release and we are hoping that Infor can make it backward compatible with earlier releases. Take a look at […]

Infor CRM 8.5 LAN client – New Activity Associations tab

by Scott Weber | Mar 8, 2021 | Infor CRM

A welcome feature that has been added to the Infor CRM LAN/Windows client is the ability to associate an activity record to any entity just like you can in the web client.

Creatio version 7.17 – What’s New?

by Scott Weber | Nov 19, 2020 | Creatio

We at Creatio are constantly working to deliver advanced capabilities to accelerate your sales, service, and marketing processes. Here are the new features included in Creatio version 7.17.0.

Creatio Marketing emails can have Dynamic Content

by Scott Weber | Nov 18, 2020 | Creatio

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

by Scott Weber | Nov 17, 2020 | Infor CRM

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

by Scott Weber | Nov 16, 2020 | Infor CRM

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

by Scott Weber | Oct 20, 2020 | Infor CRM

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

by Scott Weber | Oct 2, 2020 | Infor CRM

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

by Scott Weber | Sep 29, 2020 | Creatio

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

by Scott Weber | Sep 18, 2020 | 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 […]

Version support and Product Lifecycle for Infor CRM

by Scott Weber | Sep 18, 2020 | Infor CRM

Here is the latest information from Infor on the Version support and Product Lifecycle.

Modifying the Percentage of Profile Completion Indicator in Creatio

by Scott Weber | Sep 15, 2020 | Creatio

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 […]

Coming Soon: Infor CRM 8.4.04

by Scott Weber | Jul 30, 2020 | Infor CRM

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

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