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Posts Tagged Infor CRM tips

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 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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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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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

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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

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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

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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

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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

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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

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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
Sundridge
Kent
TN14 6AB
United Kingdom

t: +44 (0)1959 560410