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 dialogbox that displays after deleting a shared group. Web Core Update 10 for Infor CRM version 8.3 addresses the following issues: INFORCRM-17439 On the Sales Process tab, if a step is completed after 5 pm the completed date displays one day after the completed date. INFORCRM-18387 In Application Architect, Portal Manager, portals fail

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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 log-ins limited to the number of licences available. But what exactly does this mean? Let’s take an example; Lucy, Bill and Olaf are part of the finance department and have two Concurrent Licences between them. All three of them would have their own log-in and password (Lucy@company.com, Ben@company.com, Olaf@company.com) but only two of

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Infor CRM user options guide – how to set your opportunities

The User Options area of your Infor CRM system allows you to tweak your settings so that it works in the way that suits your preferences. In previous blogs about Infor CRM user options, I covered: Infor CRM user options – a general guide Infor CRM user options – a guide on groups and alerts Infor CRM user options – how to set up your calendar Infor CRM user options guide – how to change your password In this blog we’ll talk about how you can customise your Opportunities to suit your needs. Start by going to Tools > Options

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Infor CRM user options guide – how to change your password

This is part 4 of our Infor CRM user guide – and it’s going to be a very quick guide, as it focuses on how to change your password. But in case you missed the other guides in this series, here they are: Infor CRM user options – a general guide Infor CRM user options – a guide on groups and alerts Infor CRM user options – how to set up your calendar Start by going to Tools > Options and select the Change Password tab: The Change Password tab only has one use. This is where you can manage

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Infor CRM user options – how to set up your calendar

Welcome to part three of the Infor CRM options guide. In my previous two blogs, I covered: Infor CRM user options – a general guide Infor CRM user options – a guide on groups and alerts In this blog we will go through how to configure the calendar so you have the best view of upcoming activities.

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Fixing your Help Files in Infor CRM 8.3 & 8.4

Throughout your Infor CRM system you’ll find the useful Help File links represented by this icon    usually located in the top right corner. Unfortunately, following recent updates, the link between the icon and the Help Files themselves has broken. Below are the steps to re-link the icons to the Help Files: Sign in to Infor CRM Web Client as Administrator. Expand Administration in the left hand Nav Menu and click on Office Profiles. In the Office Profiles List view, select your office.     In the Office Detail view, click the Help tab. In the Infor CRM Web Client

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Infor CRM user options – a guide on groups and alerts

In my previous blog I gave an overview of general user options in Infor CRM. This time, we are going to explore the options surrounding Groups and Alerts. Groups Let’s start with Groups. Group settings are generally suitable for most users by default but there are few options to change the setting should the need arise. 

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Infor CRM user options – a general guide

We all have different ways in which we use our Infor CRM system. This can be because of our particular job roles, and it can also be because of personal preferences. That’s one of the many beauties of Infor CRM – each user can fine-tune the way they view, use and work with the system in order to get the most out of the tool. So let’s take a look at some of the choices you can make within the Infor CRM options, making it work the way you want it to.

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5 ways to manage your CRM data input effectively

Over the years, we’ve written many blogs about data integrity and how to spot the signs when it’s going downhill. We therefore know it’s important to understand how your data is being inserted into your CRM system as this is largely the base on which users’ daily work is built. If the underlying data is poor or incorrect, then your work will follow suit. So what practical steps can you take to ensure your data integrity is maintained? Well, there are several ways you can improve your current data to create a more efficient system; you can also put standards

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Things to consider when updating and upgrading your Infor CRM system

There are a number of reasons why you may want to upgrade or update your Infor CRM system – for example, there may be new features that would be useful to your business, a fix to a defect that you’ve encountered on your system, or it may simply be to move from the dark ages into the present day. Whatever your reason, updating and upgrading requires certain factors to be considered, so let’s go through these in this blog so we can support your CRM system and keep anything catastrophic from happening!

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