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 […]
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 […]
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 […]
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 […]
Monday, May 2nd at 2pm CDT. It’s not too late to register for our workshop aimed at helping end-users create a new Opportunity in Infor CRM (Saleslogix) Web. This free workshop is great when you’re short on time, but need to get comfortable creating Opportunities and setting your default options. Register now!
Join us Monday, April 25th at 2pm CDT. Are you familiar with the Global Replace Wizard? No, you’re not? Then Monday’s workshop is perfect for you. We’ll review how Global Replace can take the hassle out of updating multiple records and how to use the Global Replace Wizard properly. All in under 30 minutes. Register […]
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 […]
Monday, April 11th at 2pm CDT. Take a little break during your day to learn something new! Our free training workshops help you to better use Infor CRM by breaking up the myriad of functionality into manageable chunks. No training workshop is longer than a half hour, meaning you won’t get information overload and can […]
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...
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 […]
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.
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.
This Saleslogix Training webinar will show the Admin user how to add New Products into the database.
This SalesLogix Training webinar will show the user how to fulfill Literature Requests.
In this SalesLogix Training webinar I will demonstrate how to create a New Literature Request, using the LIterature Item that we created in the last webinar.
This SalesLogix Training webinar will demonstrate to the Administrative User, how to create a New Literature Item for use when adding a Literature Request.
This SalesLogix training webinar will show the user how to create, edit and delete notes from a Contact record.
In this webinar I will show the Admin user how to add a Textbox onto the Account Detail view in the SalesLogix Web Client.
This SalesLogix Training webinar will look at Saleslogix Cloud Administration options for Picklists.