Infor CRM

Infor CRM to Creatio Marketing integration

Published Sep 27, 2023

This video is a demonstration of the integration we created between Infor CRM and Creatio marketing

InforCRM 9.0 – Merging duplicate Contacts from an Account screen

Published Dec 8, 2022

Infor CRM 9.0 Territory Realignment is Now Available in the Web Client

Published Nov 21, 2022

Infor CRM 9.0 New Search Capability Which Searches Across All Phone Fields and All Email Fields

Published Nov 18, 2022

Infor CRM 9.0 New Group Dashboard Widget

Published Nov 17, 2022

Infor CRM 9.0 New Bubble Dashboard Widget

Published Nov 16, 2022

Infor CRM 9.0 New Log Menu for Completing Unscheduled Meetings, Phone Calls, Todo’s, and Notes

Published Nov 15, 2022

Adding Your Company Logo in Infor CRM 9.0

Published Nov 14, 2022

Account and Contact Images in Infor CRM 9.0

Published Nov 11, 2022

Infor CRM 9.0 Themes

Published Nov 10, 2022

Import Records via the Infor CRM LAN Wizard

Published Nov 8, 2021

When it comes to importing records into Infor CRM there are several options. In this video we will look at importing Account and Contact records via t...

Using Advanced SpeedSearch in Infor CRM

Published Aug 13, 2021

Whether you're trying to find a specific note, a request in a support ticket, or resolution in a support ticket, Advanced SpeedSearch is a very useful...

Creating Quick Filters in Infor CRM

Published Jul 30, 2021

Filters can be created on any Entity in Infor CRM. In this short training video you will learn how to create a filter at the Opportunity Entity Level...

Demystifying Infor CRM v8.5 for IT

Published Jun 25, 2021

The newest version of Infor CRM, v8.5, touts itself as being "Upgrade Safe" but what does this really mean? This video will discuss the technical sid...

What’s New in Infor CRM v8.5 and The Product Roadmap

Published Apr 29, 2021

Sit back and learn about the newest version of Infor CRM - v8.5! We'll discuss enhancements and features, as well as look at head to what the future ...