Infor CRM SLX v9.0.0 – What’s Coming

  Usability – Updated, 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 – Create 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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