Video tutorial: how to associate accounts

Relationships between companies and business entities can sometimes be complex. For example, a parent company may have several subsidiaries, associated companies, other controlling interests as well as suppliers and so forth. But how do you remember who’s related to who in your database? Is there a way to associate accounts in Infor CRM so that your understanding of your customers and prospects is enhanced? The answer is simple: yes! Watch this Infor CRM tutorial and learn how to associate accounts, allowing you to easily view the relationships between them.

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Tips for mapping Pick-lists (or Option Set Fields) during CRM integration or data migration

When you are migrating data from a soon-to-be defunct system to your new shiny CRM system (or perhaps from one operational system to another), you may want to take the opportunity to clean, update or translate the data in transition. This blog describes the challenges of migrating Pick-list fields (also known as drop-down fields or Option Set fields) to ensure all permutations are addressed. This topic is just a small part of the overall migration or integration process but Collier Pickard can help you through the whole process.

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3 ways to turn data in Infor CRM into knowledge

CRM systems are great at Information Processing – in other words, the journey taken when raw, unorganised and unprocessed data gets converted into meaningful information. This process is achieved because CRM systems are able to show relationships and connections between different types of data. For example, communication records of phone calls, meetings and notes are only useful when the record is related to the contact with which the interaction took place. With this view of interconnected data, information becomes meaningful to the user.

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How to easily view data that’s important to you

The power of dragging items around your screen to suit your viewing preferences shouldn’t be underestimated or forgotten – it could save you time and make it a lot easier to work with your Infor CRM data. Here are two very simple yet effective examples of what you can do with some simple dragging and dropping.

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End of Life for TaskCentre for SalesLogix / Infor CRM Tools

The 8th of September marked the end of life for the TaskCentre SalesLogix / Infor CRM Integration Tools. Moving forward, the focus will solely be on SalesLogix / Infor CRM integration via the product’s web service and TaskCentre’s widely used Web Service Connector Tool. Associated support of the native SalesLogix / Infor CRM Tools will end on 1st of January, 2017.

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Groups in Infor CRM: how to create and search for them

Sometimes, it’s easier to segment information into manageable groups so that you can look up and work with data in your Infor CRM system more efficiently. Groups are flexible to work with too – for example, a contact record can be saved in more than one group, you can export group records to Excel, and you can share your groups with other Infor CRM users.

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