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October 25th, 2022 by

  Usability РUpdated, Evolving UX (Modern UI)
  Colors and Themes
  List View KPIs
  Account and Contact Images
  Company Logo
  New Dashboard Widgets: Group List and Bubble Chart
  E-mail Attachments and Library Files
  Lookups (Search across phone numbers and e-mail addresses)
  New Log Menu РCreate Notes, Completed Meetings, etc.
  Territory Realignment in the Web Client (Administration)
  Mail Merge Word Add-in Improvements
  Ability to Merge Contacts in the Account Contacts tab

Usability – Modern UI
Improving readability, modernizing the UI and allowing for more user configuration with themes.
  Less wasted whitespace
  Content called out for better readability
  Labels above content for better localization
  Required data highlighted before saving
  Controls for entering data are visible when hovered over

  Theme able
  User preferences
  Easily change color schemes
  Icons available on Contacts and Accounts
  New Card view on Contact detail

List View KPIs
Adding valuable metrics to list views
  Large selection
  Configurable
  Side by side metrics
  Trends
  Total, Averages, Ranges, etc.

Supported Entities:
  Account
  Opportunity
  Quote
  Sales Order
  Ticket
  Contract
  Return

Account and Contact Images, Company Logo
  Drag and drop to add Account and Contact images
  Simple to add a company logo, replacing the Infor logo in the upper left corner

New Dashboard Widgets
Group List
A group list widget displays a list of records in a group. For more information, see the Web Client help topic “Working with a Dashboard Group List widget”

Bubble Chart
A bubble chart uses bubbles or circles to show the relationship between 3 or more metrics. For more information, see the Web Client help topic “Working with a Dashboard Bubble Chart widget”

E-mail Attachments and Library Files
  Send via email icon on Attachments tab and the Library, attaches the selected file to an e-mail
  The e-mail (.eml) file pops up in the users browser’s download notification area

– Microsoft Edge – upper right corner
– Google Chrome – lower left corner

Lookups (Search across phone and e-mail addresses)
  The Contact/Lead lookups now support searching across all phone numbers and email addresses
  One selection for Phone will search all phone fields (Work, Home, Mobile, etc…)
  One selection for e-mail will search all the e-mail fields of the contact or lead

New Log Menu – Complete Meetings, Calls, etc.
  New Log menu to quickly log a phone call, meeting, or to-do as a history item, or create a note
  Logging an activity to history from this menu opens the Complete Activity view
  Access to this menu must be granted by the administrator

– Secured action: Toolbar/Log

Territory Realignment in Web Client (Administration)
There are some differences between the Territory Realignment in the web client and the LAN Administrator:

Web Client
  Record selection using Accounts list view:

– Groups (all types)
– List view filters
– Allows selection of individual records

  Cannot realign Activities and Processes

Administrator
Record selection based on:

– Groups, but not ad hoc Groups
– Owner or Account Manager lookups

Options to also realign:

– Activities
– Processes


Mail Merge Word Add-in Improvements

  When output to e-mail there is a new From option to specify the e-mail address from which the merged e-mail will be sent. By default, it is the e-mail address for the logged in user.
  On the Mail Merge Complete dialog:

– Failed Records section listing records that failed to merge (including a reason for the failure)
– Create Failed Merge Group button.¬†Creates a Group containing the Contacts or Leads that failed to merge. The Groups is named: “MM Issues – MM-DD-YY HH.mm”


Additional UI Screen Shots

 

Want to get to know more about Infor CRM? Reach out to us at support@simplesoft.net



Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton OH surrounding areas. We provide implementation, integration, development and training for Infor CloudSuite CRM (formerly Saleslogix). We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

 

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October 24th, 2022 by

  Upgrade Safe Customizations (Application Architect)
  New Dashboards & Group Dimensions
  CRM Workflow Improvements (Web Only)
  New Mail Merge Replacement (Web Only)
  Quotas & Forecasting (Web Only)
  Miscellaneous Improvements

v8.5.0.x: Upgrade Safe Customizations (Application Architect)
¬† ‘Seamless upgrades’, meaning:

– CRM model is locked down
– Customizations are unaffected by future updates
– Upgrades to the next release are quick, easy and hassle free
– No need to re-analyze custom form changes

  Automatic upgrades available with customizations in the Cloud
  64-bit Application Architect support. Greatly improves performance

v8.5.0.x: New Dashboards & Group Dimensions
  Ability to add multiple data sources/sets for some widget types
  New, configurable graphical widgets, including: Funnel, Gauge, Donut
  Zoom and drill
  Filter Pie Charts, bar charts, Line Charts, and more to isolate data sets
  New dimensions to easily see data from This Week, Last Week, Last Month, Last Year, YoY, and more!

v8.5.0.x: CRM Workflow Improvements (Web Only)
  Get notifications straight to your e-mail inbox when critical events or data changes
  Easily configure notification rules in a matter of minutes
  Bulk e-mail distribution groups and get ahead of shipping delays
  Approve discounts created from a notification with links embedded in your e-mail
  New review and approval process includes:

– Individual or group approval processes
– Configurable approval criteria
– Escalation support
– An updated template editor with numerous enhancements

 

v8.5.0.x: New Mail Merge Replacement (Web Only)
  
New server-side Mail Merge engine
  Ability to merge directly from the Web Client from any supported browser
  Easily merge and create Quote or Order templates
  Create your own templates easily with the new Web drag and drop interface
  Now supports mail merge with Contacts associated with Quotes, Sales Orders, Tickets, Contracts, and Returns, in addition to Accounts and Opportunities

v8.5.0.x: Quotas & Forecasting (Web Only)
  Ability to establish Quotas for all sales reps
  Visibility to current and future Opportunity forecasts
  Live tracking against defined quota, i.e., am I going to get my commission?!?
  What-if snapshot view (daily, weekly, monthly)
  Automatic calculations based on sales period
  Ability to add or remove Opportunities (Detail)

v8.5.0.x: Miscellaneous Improvements
  Added Microsoft Office 64-bit support for the Windows client
  The Account detail view Contacts tab now displays Status and Preferred Contact information
  Contact lookups are now filtered to exclude inactive Contacts
  Inactive Products can no longer be added to Opportunities, Quotes, or Sales Orders

 

Want to get to know more about Infor CRM? Reach out to us at support@simplesoft.net



Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton OH surrounding areas. We provide implementation, integration, development and training for Infor CloudSuite CRM (formerly Saleslogix). We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

 

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October 18th, 2022 by

Microsoft has updated their authentication protocols to no longer include basic authentication for their email effective October 1, 2022.

What does that mean to Infor CRM users? Not much as Infor uses SMTP which is not changing.   But it will impact companies using KnowledgeSync and Office 365 and to continue to authenticate with the Office 365 all KnowledgeSync users will need to upgrade to the newest v10.5 to continue to use the integration with the Infor CRM under the new protocol requirements.

Here is the article from KnowledgeSync on the authentication change

Deprecation of Basic Authentication in Exchange Online Affects KnowledgeSync On-Premise

Contact Simplesoft for additional information or to request an upgrade to your KnowledgeSync!

 

The full article from Microsoft can be found here.

Basic Authentication Deprecation in Exchange Online ‚Äď September 2022 Update – Microsoft Community Hub

If your company is not ready to make that change due to potential impact on software other than Office 365 then you have a small reprieve as they are allowing a on-time protocol rollback that will allow basic authentication until Dec 31, 2022.  After that date, ALL basic authentication for the Office 365 (Exchange Online) will be blocked completely with no rollback.  You can find the temporary configuration steps in the article above.



Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton OH surrounding areas. We provide implementation, integration, development and training for Infor SLX CloudSuite CRM. We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

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