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Tag: KnowledgeSync

KnowledgeSync v10 is The Most Powerful Version Yet

      Alerts and automation have been extended to 1,000s of web apps. The newest version of KnowledgeSync, an alerts and workflow solution that's a perfect compliment to CRM, is now available.  KnowledgeSync v10 comes with a number of improvements meant to ensure vital information your organization needs never falls through the cracks, resulting in increased efficiency and happier customers.  Here are...

KnowledgeSync for Infor CRM (Saleslogix) Year End Promo!

Get Business Activity Monitoring at a discounted rate. Vineyardsoft, creator of KnowledgeSync for Infor CRM (Saleslogix), just announced a year end promotion that runs November 1 , 2017 through January 7th, 2018.  Check out the announcement below and let us know if you have questions. "Between November 1, 2017 and January 7, 2018, Vineyardsoft is pleased to bring back one of our most...

What’s Coming in KnowledgeSync v10 Plus a New Needs Assessment Tool

Revealing re-engineered architecture and interface. Vineyardsoft, the creator of KnowledgeSync (an Infor CRM add-on product), announced much anticipated changes to the KnowledgeSync architecture and user interface coming with the release of v10, as well as a new needs assessment tool to help determine if KnowledgeSync is right for your organization.  Check out the full announcement below: KnowledgeSync Version 10 We hope that...

Adding attachments to an email dynamically in KnowledgeSync

The KnowledgeSync send email feature is typically used to deliver a static email composed of an email body with KnowledgeSync alert data merged into it and perhaps a report output or static file added as attachments. There is another less known capability in KnowledgeSync that allows you to attach files dynamically.

KnowledgeSync has updated their user manual

Anyone that has worked with the KnowledgeSync manual in the past knows that it is a massive document of over 500 pages.  Well, VineyardSoft has decided to do a re-write of the manual and has condensed it down while at the same time updating documentation with newer operating systems.  You can download the new document here.

Recorded KnowledgeSync Webcasts

From Sage... Learn more about KnowledgeSync, a business activity monitoring solution, and an excellent add-on for SalesLogix. Sage has three recorded webcasts you can view:

New KnowledgeSync SalesLogix EventPak is available

I recently received a notice that a new advanced SalesLogix EventPak has been developed and is available free to any KnowledgeSync customers who would like it.  It is available for free here:

SalesLogix 7.5 with KnowledgeSync

Here is a tip that SalesLogix Admins can use when they upgrade to SalesLogix 7.5 and use KnowledgeSync

KnowledgeSync 7.6 released

Vineyardsoft has just released KnoweldgeSync 7.6.  Some of the new features available in this version include: Email authentication for outgoing email alert messages Filtering the display of events in the navigator module. Dynamic alert dashboards.  Previously if you wanted different dashboards to display you had to create different templates and assign them to subscribers.  Now a single dashboard template can dynamically create...

Sage KnowledgeSync for SalesLogix and MAS 500: A Wise Solution in a Challenging Economy

If there are two words that best describe what a company needs to survive in these challenging economic times, they are streamlining and diligence. Whereas two or three years ago a company could afford to pay a person to handle invoicing or do collections, today that luxury is gone. So too has vanished an organization’s ability to experience a stock shortage only to say when it comes in, it comes in.

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

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

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

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?

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

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