Tag: Training

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[Webinar] Improve Your Infor CRM Skills and Effectiveness

Are you getting the most out of your CRM implementation?  Infor is launching a quarterly webinar/training series designed to elevate your proficiency with Infor CRM SLX.  The first session will take place Tuesday, March 26th, 2024 at 11:30 EDT. In the inaugural session, Infor will delve into essential strategies to streamline your CRM experience and maximize […]

Looking up Records in Creatio

Looking up records in Creatio sounds like a very easy task, but there many different ways you can do this.  Because you have options I have made a video to help determine the best and fastest ways to look up records. Take a look. It only takes a couple of minutes and you will be […]

Infor CRM News You Can Use – August 2016

The Customer FX Newsletter highlights our monthly webinar, free training, important information about Infor CRM and industry news, as well as popular blog posts.  If you would like this information delivered right to your inbox sign up now!   Duplicate records in Infor CRM? Let’s talk about prevention and cure.  Keep your system duplicate free […]

Training Workshop: Sales Forecasting in Infor CRM Web

Set yourself up to win. Make sure your sales pipeline is setup in a way that meets your unique needs, ensuring that your sales forecast is accurate and useful.  How?  Join us on Monday, May 23rd at 2pm CDT as we walk through different options available when setting up your sales pipeline, and how to […]

Training Workshop: Creating Groups in Infor CRM Web

There’s still time to register! If you’re using Infor CRM there will come a time when you need to create a group, and whether you’re creating groups on a regular basis, or your group creation is sporadic, it’s important to understand how to setup the criteria you need.  Join us Monday, May 9th at 2pm […]

Free Training: Sales Forecasting in Infor CRM (Saleslogix) Web

Monday, April 18th at 2pm CDT. If you’re interested in better management of, and insight to, your opportunities and sales pipeline our Infor CRM Sales Forecasting workshop is a good place to start.  Join us as we review the options available for forecasting sales, pipeline options, and how to create a pipeline. Did we mention the […]

Index of Posts for Starting with Infor CRM (Saleslogix) Development

The blogs on customerfx.com go all the way back to 2003. There's years and years worth of information that we've accumulated and shared. Since the beginning of the Infor CRM (Saleslogix) web client, we've been posting and sharing what we've learned ever since. However, if you're just starting with developing & customizing the web client, it might be hard to know what to start reading. This post will contain an index of pos...

Bundling and Deploying SalesLogix Mobile Customizations

Once you’ve started creating customizations for your SalesLogix Mobile, at some point you’ll want to start getting those customizations into production by deploying them or bundling them to add to your production system. This article will walk you through how to do this in both SalesLogix v8 as well as in SalesLogix v7.5.4. You’ll even […]

Adding Custom Fields to SalesLogix Mobile

Time to take SalesLogix Mobile to the next level. Customization! This article will outline how to add custom fields to SalesLogix Mobile, from start to finish. You'll walk through every step, from creating the custom field to viewing and editing it in SalesLogix Mobile. Best part? You'll see a video that walks you through the whole process.

Setting up a SalesLogix Mobile Development Environment

One of the first steps to doing customizations for the SalesLogix Mobile product is to set up a development environment. This task can be confusing for those just starting out with mobile, but with the help of the SalesLogix Mobile Developer Toolkit this is made much simpler. Even better, this article includes a video to walk you through the process.