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 change team users and delete teams in Infor CRM

Sometimes there are changes in the members of your sales (or other) team – other times, there are changes in your overall personnel structure. Whatever the circumstances may be, there will come a time when you need to change team users and/or delete teams within your Infor CRM system. But how do you do this?

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Saleslogix: The Query Builder

Saleslogix: The Query Builder What is it? The Query Builder is a very powerful tool used within Saleslogix – in fact, probably one of its most effective selling points. It allows you to build groups of records showing the columns (layout) you want, in the order (sort) you want, based on almost whatever criteria (queries) you want. So how do you use it?

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Saleslogix Tips: Dynamic Groups vs Adhoc Groups

Saleslogix Tips: Dynamic Groups vs Adhoc Groups The Group functionality – including the Query Builder – is one of the most important areas of Saleslogix. Together, these provide an extremely powerful search functionality for which Saleslogix is known. Read on for top tips on using Groups effectively…

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How Pick Lists Can Play An Important Role In CRM Data Integrity

How Pick Lists Can Play An Important Role In CRM Data Integrity Pick lists provide a very useful way to standardise data entry thereby ensuring CRM data integrity. For example, if you ask a group of people to type “United Kingdom” into Notepad (i.e. without spell check and auto complete) you would get a wide variety of entries.

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SalesLogix Tips: Creating an Ad-Hoc Group

SalesLogix Tips: Creating an Ad-Hoc Group [embedplusvideo height=”300″ width=”600″ editlink=”http://bit.ly/1sg6Wca” standard=”https://www.youtube.com/v/AmZ2LYgWkrY?fs=1&vq=hd720″ vars=”ytid=AmZ2LYgWkrY&width=600&height=300&start=&stop=&rs=w&hd=1&autoplay=0&react=1&chapters=&notes=” id=”ep7889″ /] Using Ad-Hoc Groups to Manage Contacts One of the most powerful SalesLogix features is the ability to create groups, be they conditional, based on a commonality or ad-hoc. The ad-hoc group can be created with just a few key clicks and can serve any number of different purposes. Perhaps you need to call a number of people in the next week or so, then create an ad-hoc group. You could build an ad-hoc group to use with a mail merge or just a list of your

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