Blogs

Bpm’online Shines in the Digital Process Automation Category

The Forrester Wave report is out puts bpm’online near the top. You may have heard that bpm’online is a modern, adaptable, and feature rich CRM system, but did you know that it is also a processes powerhouse?  The recently release Forrester Wave report put bpm’online is its ‘Strong Performer’ category for Digital Process Automation based […]

Infor CRM 8.4 Update 01 highlights

  The Infor CRM 8.4 Update 01 release finally happened (again). A few of the highlights I got out of reading the release documents: In both the LAN and Web client: The Do not solicit field on the Contact Detail view is now selected by default. When creating a new contact, the default setting for […]

What You Need to Know About Cloud Security and AWS

  As you’ve probably noticed, more and more software is being offered as SaaS, which means more and more data is being stored in the cloud. The ease of being able to access the information you need from literally anywhere with an internet connection is tempered with concerns about security.  Data security is a top […]

New Features Added to InboxGuru Just in Time for Spring

Spring has sprung!  It’s that wonderful time of year when birds return from winter migration, the trees begin to bud, and the sun is still out when you return home from your work day.  It also happens to mean new features from InboxGuru to make your email marketing campaigns even better.  Here are some of […]

Bpm’online v7.13.3 Offers Impressive List of New Features

      Bpm’online is dedicated to making improvements and creating fixes that will help accelerate your business, and the latest release is no different.  Version 7.13.3 adds new features to marketing, service, core functions, the mobile app, business processes, and development tools.  You’ll also find a few bug fixes sprinkled in.  Some new features […]

BI for Infor CRM: Advanced Analytics Out, Birst In

  For a very long time Advanced Analytics was the main Business Intelligence (BI) tool available for Infor CRM but, as you may have heard, Advanced Analytics is slowly fading away into the sunset.  It is no longer for sale through Infor and 2020 is the year the product reaches its EOL.  However, Infor’s not […]

Infor is Redefining Severity Levels

Changes go into effect February 25, 2019. Next week the new severity levels for Infor Support will go into effect.  Here is a roll up of the new definitions:   Read the announcement in it’s entirety: Infor Security Level_Update_eng2

CRM Watchlist Winner’s for 2019 Have Been Announced

Bpm’online recognized for the 5th time. The CRM Watchlist for 2019 recently announced it’s winners and bpm’online once again made the cut.  Out of the 73 competitors, 12 were chosen based on a myriad of criteria: Interested in learning more about bpm’online?  Visit our bpm’online product page, sign up for a free trial, or drop us a line.  […]

Infor CRM Field Security overrides being applied in the Web Client with BOE

I found that there is an override method to the normal Field Level Security implementation in the Infor CRM web client that will override the normal team/user based field level security for a record. The Field Level security is implemented in the class Sage.SalesLogix.Security.FieldLevelSecurityService. Within that class there is an override method AccessForPropertyBoeOverride. One of […]

Adding Roles and Secured actions in Infor CRM Bundle Actions issue

When creating a bundle manifest recently, I needed to include new roles and secured actions.  In the bundle actions area of a new manifest, there are options to add Role(s) and to add Secured Action(s).  When adding roles, there is an option to "Include related secured actions", however selecting this options does not actually add the related secured actions.

Infor is Making Changes to Remote Infor CRM Cloud Access

Big changes ahead when Infor CRM v8.4.01 Cloud is released. Infor has announced a big change to RDP access for customers and Business Partners coming with version 8.4.01 Cloud – namely that the access will be removed.  Should a customer or Business Partner require RDP access they will now need to make a request and […]

Expert Advice for Aligning CRM Sales, Marketing, and Service

Reserve your spot for this can’t miss webinar. This month Paul Greenberg, also known as the Godfather of CRM and author of “CRM at the Speed of Light”, is joining with bpm’online to discuss how to use CRM in a way that will align sales, marketing, and service.  Developing alignment of these core areas of CRM […]

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) news and product updates!

You have Successfully Subscribed!