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Infor CRM Insights Blog

Editing a form in Infor CRM – how to change the caption format and add a Tooltip

  One of the great things about Infor CRM is that you can tweak things to suit your particular work processes and business needs. These little changes can make a big difference in the way you collect data and how this information is used to increase efficiency

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Infor leader in Nucleus Research CRM Technology Value Matrix

Infor has once again ranked as a Leader in the Nucleus Research CRM Technology Value Matrix and has achieved this position with a CRM solution that is the centrepiece of a comprehensive Customer Experience (CX) Suite. The CRM solution integrates customer data across the enterprise to drive consistent and excellent experiences throughout the channels across the customer

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Infor CRM: how to use the Update Tool

Why do things one-by-one when it can be done by bulk to save time? Infor CRM’s Update Tool is great for this reason. But what exactly is it, and how do you use it? The update tool is a tool that is used to select multiple records,

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How to plot several postcodes on Google Maps

Sometimes we come across a handy tool or top tip that can be quite useful, especially when used in conjunction with your Infor CRM system. Here’s one we came across recently – the ability to plot several UK postcodes on to Google Maps. So if you’re planning

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Incompatibility between Chrome and older versions of Saleslogix

The most recent version of Chrome (Chrome version 67) is incompatible with some older versions of the Saleslogix web client (versions older than Saleslogix 8.2.03). What does this mean for you? If you are using Saleslogix web client that’s older than 8.2.03, here are some options to

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Infor CRM Xbar in Outlook

Outlook – one of the most valuable communication tools for millions of business professionals all over the globe. So naturally, Infor has worked hard to integrate Infor CRM with Outlook as smoothly as possible. With Xbar and the Outlook Toolbar you have a complete view of your

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Infor CRM is rated a leader in the 2018 Nucleus CRM Value Matrix

Great news for Infor CRM – Independent research firm, Nucleus Research, has positioned Infor CRM in the leader quadrant of their newly released CRM Value Matrix. Leaders in this matrix are continually augmenting functionality with more embedded analytics and artificial intelligence (AI), as well as improving usability

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Video: the relationship between Infor Operating Service, Infor CRM and Ming.le explained

Social influence on CRM Social media is everywhere. On your phone, tablet and on your laptop; in the news, in your business and in your home. So what about CRM? Where is the influence of social media on your CRM system? Well, Infor has answered this question

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Update 10 for Infor CRM 8.3 has been released!

Update 10 for Infor CRM 8.3 has been released. No new features were added in SNC/Web Core/ Web Model Update 10. SNC Update 10 for Infor CRM version 8.3 addresses the following issues: INFORCRM-19855 In a Russian environment, team names containing Cyrillic text are corrupted in the

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Infor CRM concurrent user licensing consumption rules

At Collier Pickard we provide a variety of different Infor CRM licences to suit your business needs. We have Network users who can log in anywhere, anytime, anyhow! But the most popular type of license is for the Concurrent User type; this is a group of individual

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About Collier Pickard

Collier Pickard has been trading since 2004. The core team, however, has been together for more than 20 years – which means we have a great deal of experience as an independent CRM consultancy.

Head Office

Collier Pickard Limited
The Old Calf House
Chevening Road
TN14 6AB
United Kingdom

t: +44 (0)1959 560410