It is possible to create or edit mail merge templates in Infor CRM through the web client's Write menu.
Use the Write menu installed with Office Integration to run mail merge in Infor CRM web client.
In a previous post I discussed how to extend the Email control in the Infor CRM web client to change the validation regex string that is used. In 8.4 this functionality changed and now no longer uses the same approach as before. Instead the email validation has changed to being contained within the Sage.Utility library. […]
Installing Office Integration allows you write emails and even mail merge personalized email to multiple recipients directly in Infor CRM web client.
A tip to make lookups in Creatio more interesting, which can help engage users more. Using emoticons in Lookups. I recently had a request to create a “rating” lookup with choices like 1-5. Sounds boring and seeing a “2” on a page doesn’t give a quick visual of what that really means. So, instead, I […]
Xbar Outlook integration for Infor CRM may be missing a search feature if it is not unblocked before running the installation.
In order for Infor CRM to function properly, Windows authentication must be enabled both globally and for the Admin user, and the Infor CRM Admin account must be linked to the Windows account used as the CRM service account.
Interested in learning about low-code/no-code CRM? Curious about market trends and best practices for leveraging low-code/no-code technology? Creatio is holding an event Wednesday, May 19th at 9am CDT that will bring industry analysts together to discuss the latest in low-code/no-code technology: “We are excited to present our first annual global survey on the state […]
1) Create new MS Word Report in Report setup area in Creatio First you’re going to open up the report setup area which you’ll find by clicking the gear in the top right corner and then click on Report setup. Then you’ll click new report and then choose MS Word. 2) Set up Report properties […]
In order for Infor CRM to function properly, there are several ports you will need to make sure are open between all CRM servers.