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 Xbar v1.3.9 is ready for download on the Infor Support Portal (formerly Infor Xtreme). There are many fixes in the new release, which we hope will lead to a smoother user experience. Check out the fixes below and let us know if you have questions. Prerequisites Before installing Xbar, you must: Ensure […]
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 […]
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 […]
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 […]
Versions of Xbar that work with Infor CRM 8.3 or 8.4 are compatible with locally installed versions of Outlook 2010, 2013, and 2016 (with some exceptions).
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 […]
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 […]
In Infor CRM version 8.3.06 the Job Service can get stuck in Paused Mode. This is Fixed in version 8.3.08 and higher. If you run into this issue where all the jobs are stuck you can follow these steps to fix it: Shut down the Saleslogix Cache service Shut down the Saleslogix Job service Run […]
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
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. […]
I had a customer request that the phone number column on the Infor CRM Participant tab of the Activity or History screens be formatted like phone numbers are elsewhere in the client instead of just a run together string of numbers. To do this you need to extend the ActivityEditorAttendeesTab widget. The easiest way to […]
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 […]
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 automatically backs up hosted CRM instances, but these backups are done mainly with an eye toward disaster recovery.
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 […]
When using recent versions of Infor CRM web client with the most recent version of Chrome, grids do not appear if you have any uncleared Alarms.
Description: The following information only applies if your Infor CRM system in NOT integrated with Infor Ming.le. After applying update 08, 09 or update 10 for 8.3 you will find that Infor has added a session state parameter to the SlxClient web.config file and have set the default value to 480. This parameter being added to the […]
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 […]
Chrome 70 (released mid-October 2018) can cause issues with Infor CRM (Saleslogix) web client.
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