Infor CRM 8.5

We are pleased to announce the general availability of Infor CRM 8.5 for single-tenant cloud and on-premises customers. This software update is designed to provide a number of functional, user interface and technical improvements. Summary of the enhancements included in this release: New Dashboard page with updated charts and capabilities Workflow notifications and approvals ‘Upgrade Safe’ customizations Action Steps Please see the Release Notes here for more information about Infor CRM 8.5. If you have any questions regarding this release, please contact your account manager today.  

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Infor leader in Nucleus Research CRM Technology Value Matrix

Infor has once again ranked as a Leader in the Nucleus Research CRM Technology Value Matrix and has achieved this position with a CRM solution that is the centrepiece of a comprehensive Customer Experience (CX) Suite. The CRM solution integrates customer data across the enterprise to drive consistent and excellent experiences throughout the channels across the customer lifecycle. Besides CRM, the Infor CX Suite also includes Configure Price Quote (CPQ), Contract Lifecycle Management, Marketing Resource Management, Interaction Advisor, Rhythm, Omni-channel Campaign Management, Sales Intelligence for CRM, and marketing automation through Infor’s partnership with Marketo. Exceptional customer experience has become a key differentiator in today’s competitive market, and technology providers like

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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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Incompatibility between Chrome and older versions of Saleslogix

The most recent version of Chrome (Chrome version 67) is incompatible with some older versions of the Saleslogix web client (versions older than Saleslogix 8.2.03). What does this mean for you? If you are using Saleslogix web client that’s older than 8.2.03, here are some options to help you avoid the issue: The simplest option is to use another web browser (such as Firefox or Internet Explorer) Alternatively, don’t update your current version of Chrome Apply a fix, which is available for Chrome version 67 users Applying the fix The fix requires editing the Sage-Combined.js file, which is minified –

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Video: the relationship between Infor Operating Service, Infor CRM and Ming.le explained

Social influence on CRM Social media is everywhere. On your phone, tablet and on your laptop; in the news, in your business and in your home. So what about CRM? Where is the influence of social media on your CRM system? Well, Infor has answered this question with its Operating Service (Infor OS) and Ming.le. The two systems live together and blend seamlessly with Infor CRM to create a world of shared information, notifications, collaboration, social posts and tags, to ‘keep people in the loop’ or to ask for help. Infor OS and Ming.le are multitenant applications, running in the

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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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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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Quotation software – part of CRM or ERP?

There are many pieces of software on the market for quotations. Some are simple … a product file, a price list and a quote template. Others are sophisticated … configure, price, quote (or CPQ) tools with complex configurators and product image building. The goal of each type of software is, however, always the same: to make the process of raising a quotation for a customer more accurate to reduce the time it takes to produce and deliver a quote to reduce the error rate in quotations This is called technology enabled selling: using technology to improve the effectiveness of the

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