Blogs

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 […]

Do You Need to Transform Your CRM Strategy in 2019?

You most likely do. Can you believe that in a couple weeks it will be Thanksgiving?  Before you know it we’ll be ringing in the New Year.  And while it may seem like it’s a ways off, now is the time to evaluate your CRM strategy to make sure that in 2019 you fully leverage […]

Using InboxGuru? Whitelist This IP

Important announcement for all InboxGuru users. InboxGuru sent out the following email this morning.  Let us know if you have questions.       Important Update: New IP Address to Whitelist Quick and Simple Happy Friday to all of you! We have a request for each of you before we begin the weekend. Please notify […]

Infor Xtreme Portal is Getting a New Name

Expect to start noticing changes over the coming months. The Infor Xtreme Portal is getting a new name, and I think it’s about time.  There is nothing “extreme” about it, so the name never made sense.  It’s a support portal, where end users and Business Partners go to report issues, search the knowledge base, and […]

Excluding Reports from the Reports List in Infor CRM

In the Infor CRM (Saleslogix) Web client, users can go to the Reports section to see the full list of reports that are available. However, some reports, you might not want to have available there. For example, at times, you might build reports that serve a certain purpose, that you run via code from somewhere […]

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