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.
If a user's account becomes locked in Infor CRM software, you will need to log on using the admin account to unlock it.
Infor CRM software is designed to handle the time zone without user intervention, but occasionally there are issues that force users to be aware of it.
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 v18.104.22.168 only) Requires KB 2151140 and the companion pieces in KB 2144758. Administrators can now […]
The actual hardware specs needed by an Infor CRM server vary widely, depending on how it is used. But Infor does provide some recommendations.
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.
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 […]
Here is the latest information from Infor on the Version support and Product Lifecycle.
This post lists current Plugins, as well as depreciated Plugins and their type numbers for the InforCRM LAN environment.
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.
It is possible to use the custom installation option for Infor CRM Server to install individual components, such as the Connection Manager.
When I create Dashboard Widgets that are using the Opportunity Stage, they are not showing the correct Stage. How do I fix that?
It is possible to clear the cache in the Infor CRM software LAN client by deleting certain Windows files and registry keys.
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, […]
In order to connect Infor CRM software to the database, you must set set up the Data Link in Connection Manager; and set up the connection to the Data Link in Data Link Manager.
This article outlines an issue with using calculated fields to construct the Infor CRM LAN client hyperlink string due to issues using forward slashes in calculated fields.
In order to prepare a SQL server to run Infor CRM, you must set up a SQL login for CRM to use, and must link it with the sysdba user in the CRM database.
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 […]
Documents attached to entities in CRM are stored in a folder on the server. \SyncLogs\Documents and \Synclogs\Library are the normal paths to use.
Have you wondered how Marketing Campaigns work within Infor CRM?