Check out this video of the Infor Birst Business Intelligence solution working within the Infor CRM Ming.le homepage as widgets and a contextual sidebar. Reporting and Analytics Collection and aggregation of data enabled by the cloud, served up for consumption and decision-making
You may have heard about the new GDPR laws and Infor CRM has added a new feature to help support that requirement. What are the new settings? –When adding a new Contact to Infor CRM, the Do Not Solicit check box is selected by default. –The Do not Email, Do not Call, Do not Fax, […]
Infor has just released a new version of Sync For Exchange and it can be downloaded from the xtreme portal. This new version brings compatibility with Infor CRM 8.3.09 and 8.4. With Sync for Exchange, Infor CRM is directly connected to Microsoft Exchange server either hosted (Office 365) or on-premise version 2010 or above. I […]
After installing Infor CRM 8.4 I noticed that the online help stopped working and generated a browser error. Infor is aware of this and published an article with instructions to correct this. KB 1962133 “The name of the Infor server that hosts Infor CRM Online help has changed. This will cause a 404 error when […]
Infor changes their tune. At the end of December we let you know about a change to Infor’s free staging days for Infor CRM Cloud customers, namely that they would no longer be free. Seems they’ve backtracked a bit (probably because having access to a staging server is crucial for Cloud customers, especially when upgrading […]
Available now on the Infor Xtreme portal, Infor has released language packs for several countries and dialects. So if you don’t know English, you may be in luck.
Infor CRM continues to move up in the latest rankings for CRM value according to Nucleus Research. “THE BOTTOM LINE – With embedded intelligence, Internet of Things (IoT) frameworks, mobile advances, and investments in usability appearing in the latest releases from leading vendors, the customer relationship management (CRM) market continues to be hotly contested. The […]
Adding a Call Step to a nurture campaign enables marketing to schedule a phone call for your sales people. The Infor CRM call activity itself can be assigned to the Lead or Contact Account Manager or another designated user. If the call is part of a multi-step campaign, the campaign will not continue until the […]
Infor has released the LinkedIn Sales Navigator integration software which is available for immediate download on the Infor Xtreme portal. There are 2 versions of the installation bundle, one for 8.3.07 and later and one for 8.3.01 to 8.3.06. Both the Infor CRM Cloud and On-premise installations are supported. Earlier versions of Infor CRM are […]
Recently I had a customer with a specific user that had a filter stuck on one of their Account Groups.
The Infor CRM 8.3.05 updates can now be downloaded from the Xtreme portal. Web Model Update 05 for Infor CRM version 8.3 includes the following new feature: Web Client ~ A new tool to simplify the Infor Ming.le provisioning process. For more information, see the Integrating Infor CRM with Infor Ming.le Infor Ming.le – Cloud […]
Infor has released update 04 for CRM 8.3 which can be downloaded now from the Xtreme Portal. Infor is right on schedule with their commitment to release new updates to their CRM software every 60 days. Update 04 is significant because it not only contains many reported bug fixes but also adds an exciting new […]
Infor CRM Xbar for Outlook 1.3 has been updated to 1.3.1 which adds backwards compatibility for Infor CRM version 126.96.36.199, 188.8.131.52 and 8.3 or later. Ensure your version of Microsoft Outlook is the desktop version of 2010, 2013, 2016, or Office 365. You can download the software on the Infor Xtreme Portal right now.
I think this is a really neat feature of the Infor CRM (formerly Saleslogix) Mobile client. We’re all carrying smartphones and tablets with cameras, so why not put it to work when you need to add a photo to an Infor CRM record. In the Mobile client, navigate to an Account, Contact, Opportunity or Ticket […]
Coming shortly after the SalesLogix 8.1 release is the all new “Adaptive Client” embedded right within Outlook. When you highlight an email it automatically pulls the related data from SalesLogix giving you a snapshot of the matching contact record.
Check out this video by clicking HERE to see a demonstration on how to quickly create multiple SalesLogix reports using Excel Pivot Tables.
Customer FX has created a new capability for the Sage SalesLogix web client that enables you to link multiple Contacts to a single Activity record. Once the Activity is completed, a separate History record is created for each of the linked Contacts.
Sage SalesLogix Mobile 1.2 Enhancements comming
This demo looks at the ShowHide legend control of Advanced Analytics for SalesLogix Web/Cloud.
This demonstration will take you through Advanced Analytics Visualization Options for SalesLogix Cloud/Web.