Creating a group is a great way to save time when you need to work with a subset of records in your Infor CRM Web database. Groups are a collection of accounts, contacts, or opportunities that share a common value or characteristic. Groups allow a user to accomplish a task or perform job functions, such as sending a direct mail piece or conducting a telemarketing campaign, to a specific subset of records. The great thing about the Group functionality is that the user can create a group to use repeatedly so that there is no need to re-query the database every time.
This Workshop will focus on creating groups to make your life easier:
* Creating groups using custom fields/tables
* Creating Local Joins and Global Joins
* Using innovative ways to find the value you want, e.g.; Activity Types
Upon completion of this workshop the user will have the skills and knowledge to effectively create groups and utilize the Infor CRM group building tools.
Monday 9th May 2016 at 2:00pm CDT - 33.6 hours
After registering, you will receive an email with additional details.