Infor CRM

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

  • Content Type

Setting Lead DNC Fields to Match Do Not Solict Default When Creating New Leads in Infor CRM Web

Within lead records in InforCRM, there are a number of DoNotContact fields, such as Do Not Solicit, Do Not Mail, Do Not Phone, etc...  InforCRM provides an area to set up a default value for the Do Not Solicit value on new Leads, however it does not do anything with the other Do Not Contact fields. In InforCRM, the DoNotSolict value supersedes the other Do Not Contact fields, so it shouldn't matter, however some of our clients find it confu...

Coming Soon: Infor CRM 8.4.04

    Here are the planned updates included in the 8.4.0.04 release: ▪ Workflow enhancements ▪ Activity Auto-Fan Out enhancements ▪ Activity Association enhancements ▪ Performance improvements Wave II ▪ REST API Swagger docs for SDATA ▪ Support for named “sub-queries” within a Group

Your Guide to Adding Contextual Apps in Infor Ming.le

This information is current as of May 13, 2020.   Your Guide to Adding Contextual Apps to Infor Ming.le Adding a contextual application widget to Infor Ming.le: In order for the contextual Opportunity Status widget to display in the Infor Ming.le sidebar pane within Infor CloudSuite CRM you must publish and enable the contextual application. […]

Inforum 2020 Goes Digital

  Things are going to be a little different this year (but I think we’re getting used to that). Infor just announced that this year for Inforum 2020 some changes will be made, namely that Inforum is going digital.  Given the current situation with COVID-19 I don’t think the switch from an in-person event to […]

Updating the Infor CRM 8.4.03 Web Client Appearance

The new skin applied to the Infor CRM 8.4.03 web client is a bit, shall we say, garish.  I have come up with a more subdued color scheme to avoid your eyes from bleeding too much while you work in the client. This is what the standard client looks like: And this is the updated […]

KnowledgeSync v10 is The Most Powerful Version Yet

      Alerts and automation have been extended to 1,000s of web apps. The newest version of KnowledgeSync, an alerts and workflow solution that’s a perfect compliment to CRM, is now available.  KnowledgeSync v10 comes with a number of improvements meant to ensure vital information your organization needs never falls through the cracks, resulting […]

Upgrading Infor CRM Mobile from Version 3.x to Version 4.0

If you’re using Infor CRM Mobile version 3.x, without question you should consider upgrading to version 4.0. Version 4.0 has a completely new UI that is a huge improvement to Infor CRM Mobile. It’s a more modern look and feel, but greatly improves the user experience as well. However, the upgrade from mobile 3.x to […]

Infor CRM Mobile 4.1 coming soon -Critical patch included

Infor CRM Mobile 4.1 has been announced and will be available within the next few months.  A critical 4.0 bug fix is included which impacts all devices running the latest Apple IOS 13 where the calendar controls do not work correctly.  Customers who are experiencing this issue now can report this to Infor and get […]

Infor CRM 8.4.03 will include Forecasts & Quotas

Included in the next release of Infor CRM is an all-new Forecasts and Quotas capabilities.  Many customers have been asking for this and it will part of the next update, 8.4.03 for the web client.  Managers can establish a goal for a specific user or team of users and then track their progress towards achieving […]

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) and Creatio (bpm'online) news and product updates!

You have Successfully Subscribed!