Tag: Outlook Integration

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Recording: Infor CRM (Saleslogix) v8.3 Outlook Integration

Did you miss last week’s webinar? If you did, not to worry, we have a recording available that we hope will get you excited for the improvements to Outlook integration, which Infor is now strictly calling Xbar. View the recording here. And, if you are interested in learning about the new Infor CRM Mobile 3.4, stay […]

Infor CRM (Saleslogix) v8.3 Outlook Integration: An In-Depth Look

Webinar on Wednesday, April 20th at 2pm CDT. The release of Infor CRM (Saleslogix) v8.3 may be behind schedule, but that doesn't mean you can't take the time to learn more about the features that will be included. This month we are going to get into the nitty-gritty of a feature that is very important to the majority of Infor CRM users: Outlook Integration. Join us as we discuss enhancements to desktop integration for syncing Calendar items ...

Troubleshooting the Send SLX Option in Outlook for SalesLogix

When using the Send SLX button in Outlook to add an email history to a SalesLogix Contact you will see a simple interface asking if you want to attach the email to a particular contact and possibly save the attachments to the record. What happens if you are using the Send SLX button and you do not have SalesLogix open?

Presentation of the Infusionsoft Outlook Integration at InfusionCon

I was out at InfusionCon today, the annual user conference for Infusionsoft, for the public unveiling of the Infusionsoft Outlook Integration with Patrick Sullivan. I’ve been really excited for the Outlook integration to get into the hands of the Infusionsoft masses because, frankly, it is so completely cool. Patrick and I met up early to […]

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