Infor CRM

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

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Infor is terminating their partnership with Marketo

For those customers that have a Marketo marketing solution and Infor CRM, there is a change coming that may or may not impact you.  Please read the announcement below for the details.  I did get clarification from the Infor product managers that this is not going to impact the native integration between Infor CRM and […]

Flash fix for the Infor CRM Funnel Chart is now available

As promised, Infor released the fix for the Adobe Flash powered Funnel Chart in the Infor CRM web client.  Here is a link to the Knowledge Base article which has the required bundles attached to it depending on your CRM version.  It looks a little different then the flash version but seems to work exactly […]

Infor CRM Flash powered Funnel Chart fix coming soon

Infor announced today that they will have a fix for the Sales Funnel which is currently using Adobe Flash which will be unsupported and stop working at the end of 2020. A bundle will soon be available to all customers on a current maintenance plan which will replace the funnel chart widget with a non-flash […]

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 […]

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