Tag: Infor CRM

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

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 confu...

Your Guide to Adding Contextual Apps in Infor Ming.le

This information is current as of May 13, 2020.   Your Guide to Adding Contextual Apps to Infor Ming.le Adding a contextual application widget to Infor Ming.le: In order for the contextual Opportunity Status widget to display in the Infor Ming.le sidebar pane within Infor CloudSuite CRM you must publish and enable the contextual application. […]

Inforum 2020 Goes Digital

  Things are going to be a little different this year (but I think we’re getting used to that). Infor just announced that this year for Inforum 2020 some changes will be made, namely that Inforum is going digital.  Given the current situation with COVID-19 I don’t think the switch from an in-person event to […]

Updating the Infor CRM 8.4.03 Web Client Appearance

The new skin applied to the Infor CRM 8.4.03 web client is a bit, shall we say, garish.  I have come up with a more subdued color scheme to avoid your eyes from bleeding too much while you work in the client. This is what the standard client looks like: And this is the updated […]

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 […]

Did my SData portal deploy correctly?

It might not be obvious in Infor CRM whether or not the SData portal has deployed correctly. If testing from the web server, the default address to test Sdata is localhost:3333/sdata/system$/adapters .

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