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Tag: DNC

CreatioCustomer ExperienceInfor CRM

Setting Lead DNC Fields to Match Do Not Solict Default When Creating New Leads in Infor CRM Web

Infor CRM Jason Buss Jason Buss -
Within lead records in InforCRM, there are a number of DoNotContact fields, such as Do Not Solicit, Do Not Mail, Do Not Phone, etc...  InforCRM provides an area to set up a default value for the Do Not Solicit value on new Leads, however it does not do anything with the other Do Not Contact fields. In InforCRM, the DoNotSolict value supersedes the other Do Not Contact fields, so it shouldn't matter, however some of our clients find it confusing to have the additional Do Not contact fields not match the Do Not Solicit value when creating a new opportunity.

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Infor CRM
Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

Infor CRM
See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

Infor CRM
In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?

Creatio
Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.

Build Your Creatio AI Skills with the 2026 AI Summer Program

Creatio
Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.

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Latest Articles

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Infor CRM 0
Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

Infor CRM 0
See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

Infor CRM 0
In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

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