Tag: salesfusion

The Customer FX Newsletter offers a snapshot of what’s happened in the last month, and what’s coming.  Plus a few other goodies thrown in for fun.  You can sign-up here if you’d like a copy delivered directly to your inbox. Salesfusion Marketing Automation for Infor CRM - New Look, Improved Dashboards Learn how the updates will improve your marketing efforts. For this...

Thursday, November 3rd at 1pm CT. You may not know this, but marketing automation platforms and CRM go together like peanut butter and jelly.  Like salt and pepper.  Like coffee and mornings.  Simply put, they are meant for each other, and in a couple weeks Salesfusion is going to show how pairing the two will help you reap the benefits of...

 I recently was asked how to define picklists in the mobile client to follow the validation logic that the full web client does. lets look at how to add a fully new picklist to a form, in this case the edit address screen, to add the County field in.            // add county            this.registerCustomization('edit', 'address_edit', {               ...

We have had a couple of clients recently come to us with the same problem-When you convert a Lead to a Contact in Saleslogix, all of the related Salesfusion data in the Salesfusion tables (those starting with SF_) gets orphaned and therefore the resulting Contact record looks as if it has had no prior marketing interactions.This post describes the...