How to Run a Report in Infor CRM Web Client
Report can be run in Infor CRM software from the Reports link on the Nav Bar, and accessed in the History tab after they are run.
Enhancement Request System for Infor CRM
Did you know that you can make suggestions to the Infor Product Managers on enhancements that you would like added to the software? Infor has an ERS system that can be accessed from the Support Portal Log in to the portal and click the Resources menu then select Enhancement Request System. When this screen comes […]
Version support and Product Lifecycle for Infor CRM
Here is the latest information from Infor on the Version support and Product Lifecycle.
Plugin Types for Infor CRM
This post lists current Plugins, as well as depreciated Plugins and their type numbers for the InforCRM LAN environment.
Retired Users in Infor CRM
When a user no longer needs access to Infor CRM software, changing the User Type to Retired User will disable that user from logging in, free up the license, and preserve and references to that user in the database.
Modifying the Percentage of Profile Completion Indicator in Creatio
In Creatio, you may have noticed a vertical bar in the upper left corner of the Accounts, Contacts and Opportunities screen. It’s called the Percentage of Profile Completion Indicator and it is color coded to indicate how complete a record is or is not. If you click on the bar, it will pop up a […]
How to Install Individual Components of Infor CRM Server
It is possible to use the custom installation option for Infor CRM Server to install individual components, such as the Connection Manager.
Dashboard Widgets Using Opportunity Stage in Infor CRM
When I create Dashboard Widgets that are using the Opportunity Stage, they are not showing the correct Stage. How do I fix that?
How to Clear the Local Cache in Infor CRM LAN Client
It is possible to clear the cache in the Infor CRM software LAN client by deleting certain Windows files and registry keys.
How to Clear the Cache in Infor CRM
When using the browser-based version of Infor CRM software, it is sometimes necessary to clear the browser cache. For example, if Infor CRM is not displaying recent changes, clearing the cache will force it to reload from the server. The exact procedure depends on which browser you are using. If you are using Google Chrome, […]
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