How to apply updates to your Infor CRM system

It might sound like a simple question, but what is an update? An update can contain: Updates to existing functionality e.g. resolving issues The inclusion of new functionality. Updates are NOT an increase in version number i.e. an upgrade An Infor CRM update usually consists of SNC, Web Core and Web Model elements. Typically all of these elements are installed. Let’s take a look at each of these and understand how this applies to your Infor CRM system.

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Ticket User Options – How to Customise Ticket Interactions in Infor CRM

I’ve been covering a series of blogs about efficient ticket management. In this blog, we will look at how user options can be set to tweak user/customer interactions with Tickets in Infor CRM. This is particularly useful for users who need to manage ticket interactions – what’s more, it allows for a custom experience that is highly tailored to fit your organisation’s needs.

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What’s the best way to use picklists in Infor CRM?

Picklists are fantastic for keeping your data quality high by controlling the values a user can enter. This makes reporting and searching much more reliable – we all know the issues with free type fields don’t we? But not all picklists behave the same as they depend on the functionality they are tied to… so what’s the best way to work with them?

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Efficient Ticket Management – setting up standard problems and resolutions

If you are on the Customer Services team, then you’ve probably encountered common issues that customers raise with you – and more often than not, they will require common ways to resolve these problems. When these issues and resolutions crop up repeatly, is there a way to standardise them so that it becomes quick and easy to handle them? The answer is yes! The added bonus is that you’ll build up a Knowledge Base for your team, making it easy and quick for everyone to handle customer service cases. Here’s how…

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Efficient Ticket Management – how to manage ticket urgency

If you’ve been following my blog-series on how to efficiently manage tickets in Infor CRM, you’ll understand what the different contract types are, and how to configure area, category and issue values. If not, the links to those articles are given below. In this blog and video tutorial, you’ll be shown how to configure the Urgency value, which can then be applied to tickets in your Infor CRM system. For example, if you have a Service Level Agreement with your customer, by making sure you manage your ticket urgency correctly, you will ensure your tickets are handled with the appropriate

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Efficient Ticket Management – logging tickets with proper configuration

Last week I started this blog-series on Infor CRM ticket management by covering contract types. As mentioned in that blog, how well the ticket functionality is used in your Infor CRM system depends on many factors, so in this blog (including a video below) I will show you how to configure the Area / Category / Issue so that your tickets can be logged properly. This is part 2 of a 6-part series in efficient ticket management, which will cover: Contract Types – and how they will determine what gets logged against it  How to configure the Area/Category/Issue so that Tickets can

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Efficient Ticket Management in Infor CRM – Understanding Contract Types

How well the Ticket functionality is used in your Infor CRM system depends on several factors, so in the following blogs and videos I will cover some best practices and tips for how to save time by setting them up and configuring them. This 6-part series will cover: Contract Types – and how they will determine what gets logged against it (this blog) How to configure the Area/Category/Issue so that Tickets can be logged properly How to configure the Urgency in order to have SLAs (Service Level Agreements) against Tickets How to set up Standard Problems/Resolutions in order to streamline the processing

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Xbar for Infor CRM – what can it do?

If you spend a fair amount of time dealing with emails and generally working from within Outlook, then Infor CRM’s Xbar is a great tool for quickly and easily accessing your Infor CRM contact information, activities and opportunities from Outlook. It allows you to create new contact records, accounts and opportunities, simply by dragging and dropping information from your emails into the Xbar. You can also make changes to your records from within Xbar, which automatically gets updated in your Infor CRM system. To prove the power of Infor CRM’s Xbar, take a look at my in-depth video!

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How to import data into Infor CRM

There may come a time when you need to import data into your Infor CRM system. This may seem like a daunting task to do, but the good news is that it’s actually quite simple as long as it’s a straightforward import routine. This blog will show you how to do it, along with some best practice tips.

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