Infor CRM

Infor CRM (formerly Saleslogix) Articles, Product News, and Information

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Creating Groups in Infor CRM

You can create and manage the Groups that appear in Infor CRM software using the Manage Groups and Add Groups tools in the upper-right-hand corner of the entity's page in CRM web client.

Infor CRM Xbar 1.4.1 – What’s New

This is the features added in Infor CRM Xbar for Microsoft Outlook version 1.4.1 which is now available for download on the Infor support portal The Ability to synchronize Leads, including new sync option to define behavior. (for Infor CRM v8.4.0.4 only) Requires KB 2151140 and the companion pieces in KB 2144758. Administrators can now […]

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 […]

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.

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, […]

Disabling Asset Creation in the Infor CRM Web Client

In the Infor CRM web client, when you Close and Win an opportunity one of the things that happens is the Opportunity Products on the Opportunity become Assets at the Account level. Several of our clients have asked how to turn off this functionality. Unfortunately it is not as easy as it should be to […]

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