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 and enrich your understanding of your customer. In this blog, we take a look at how you can edit a form, change the caption format, and add or change a Tooltip. These changes can only be done by a CRM Administrator – and as always, take care when making any amendments to your

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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, either out of a group or a lookup search, and allows the user to edit fields within those records all at once. This provides the user with a powerful method of bulk-editing multiple records and so for that reason it is only usually accessible by the CRM administrators. Simultaneously editing lots of records incorrectly, even

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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 to visit your prospects and/or customers, or if you just want to know where a group of addresses are located, then try using this tool – and it’s free too! Please note though that this tool it’s not supported – it’s simply something we liked and wanted to share with you. Plotting your

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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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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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Understanding dashboard data

In a blog I posted about “How to create dashboards in Infor CRM” we looked at dashboards as a general tool to help you stay closer to the valuable data you need to be as efficient as possible. I highlighted the importance of having the right data at your “fingertips” and how useful a feature like the dashboard system is within Infor CRM. In this blog, we’ll look at the actual data behind the dashboards – where does it come from? What best practice tips are there?

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