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Tag: KPI

CreatioCustomer ExperienceInfor CRM

Webinar: Effectively Use Infor CRM SLX Forecasting and KPIs

Infor CRM Brianna Tinjum Brianna Tinjum -
Last session of the 2024 Infor CRM SLX webinar series takes place Thursday, November 14th at 11am Eastern! Are you struggling with setting quotas?  Would you benefit from an overview of best practices for quotas and forecasting?  Do you want to learn how to effectively configure key performance indicators (KPIs)?  The last Infor CRM SLX webinar session is designed to...

Infor CRM Web Client v9.0- List View KPIs

Infor CRM Kris Halsrud Kris Halsrud -
A brief overview of the new list view KPIs found in the new Infor CRM version 9.0 web client.

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.

Popular Articles

Invoking a Multi-Select Lookup Dialog on a Creatio Freedom UI Page

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Creatio 8.1 introduces two new features when it comes...

Dynamically Filtering a Lookup on a Creatio Freedom UI Page

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Filtering lookups on a Freedom UI page is something...

Embedding an IFRAME on a Creatio Freedom UI Page

Creatio 29
In a previous article I outlined how to embed an IFRAME on a Classic Creatio page. This article will outline how to do this for a Freedom UI page. We'll accomplish this by creating a simple Freedom UI component, and then adding the component to the page. We'll be able to use a static URL for the IFRAME source or bind the source to a property on the page.

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