Infor CRM

Product Demos, Developer Training, and Tutorials for Creatio & Infor CRM and More

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Using Advanced SpeedSearch in Infor CRM

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

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

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...

Running Queries in Infor CRM

In this short training video we will show you how to run Queries in Infor CRM, including: 1. Finding records in Infor CRM 2. Accessing the Execute...

Infor CRM 8.4.04 – New Notes feature

In this video, we show you the new notes feature where you can link a not to any entity. The note then shows up on the Notes tab at any of the linked...

Infor CRM 8.4.04 – New Activity screen

In this video, we show you the new Activity view for Infor CRM 8.4.04 which has the ability for users to build Groups to display filtered sets of reco...

Infor CRM – 8.4.04 Activities

In this video we show the new Activity capabilities including the ability to link an activity to multiple entities

Sales Forecasting in Infor CRM Web v8.3.10

Sales forecasting has many important benefits - improved sales planning, financial planning, and inventory control to name a few. Watch this training...

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