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Articles on all topics. Creatio, Infor CRM, Customer Experience, and More.

[Video] Sales Creatio Provides Measurable Benefits to Health e(fx)

Sales Creatio is part of the CRM Creatio (formerly bpm’online) suite, and whether you purchase it as a standalone product or implement it along with Marketing Creatio and Service Creatio, it is sure to have a positive impact on your bottom line and your customer’s overall satisfaction.  Health e(fx) is a great example of how […]

Creatio v7.15.4 (formerly bpm’online) is Serving Up New Features and Fixes

Creatio just gets better and better.           Something we here at Customer FX love about Creatio (formerly bpm’online) is their commitment to regularly scheduled product improvements.  This month Creatio announced the release of version 7.15.4 which brought with it many enhancements and updates that touch every area of the product.  Enhancements […]

Asynchronous Validation on Pages in Creatio (formerly bpm’online)

Creatio has built in support for performing field validation (see this article on the academy). You add a validator function for a field, then return an object with a validation message in cases where the field didn’t pass validation. Plus, it prevents the user from saving the record if the validation fails and displays your […]

Upgrading Infor CRM Mobile from Version 3.x to Version 4.0

If you’re using Infor CRM Mobile version 3.x, without question you should consider upgrading to version 4.0. Version 4.0 has a completely new UI that is a huge improvement to Infor CRM Mobile. It’s a more modern look and feel, but greatly improves the user experience as well. However, the upgrade from mobile 3.x to […]

Infor CRM Mobile 4.1 coming soon -Critical patch included

Infor CRM Mobile 4.1 has been announced and will be available within the next few months.  A critical 4.0 bug fix is included which impacts all devices running the latest Apple IOS 13 where the calendar controls do not work correctly.  Customers who are experiencing this issue now can report this to Infor and get […]

Infor CRM 8.4.03 will include Forecasts & Quotas

Included in the next release of Infor CRM is an all-new Forecasts and Quotas capabilities.  Many customers have been asking for this and it will part of the next update, 8.4.03 for the web client.  Managers can establish a goal for a specific user or team of users and then track their progress towards achieving […]

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