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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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March 9th, 2017 by

Unger_Teri This update from Infor for CRM is a doozy. This action-packed update carries some heavy changes to the SData back-end that has shown to have a 41% increase in speed. That’s 41%!

What’s the new features in v8.3.0.05?

  • API Field Level Security
  • Tech Stack Provisioning simplification
  • User and Role sync between Infor CRM and Ming.le
  • Job Server Clustering
  • Performance Improvements for Sdata portal
  • Show Account/Contact completed activity in the calendar
  • LX Q/O Bidirectional maters data
  • A+ Bidirectional master data
  • Language Packs:¬† Polish v8.3.0, Simplified and Traditional Chinese for v8.3.0.04
  • Completed meetings now display contact and account information on the Calendar.
  • Job Server clustering to allow load sharing across multiple machines or multiple nodes on the same machine and to monitor Job Server statistics using SData or Windows Performance Counters.

 

New Features included in Update 05 from in previous updates

Updates are cumulative, so Web Update 05 for Infor CRM 8.3.0 also contains features released in previous updates:

  • Contour integration provides the ability to map contact and account addresses in order to view contacts and accounts that are near one another. You can also add places that are not contacts or accounts, such as a hotel or airport. Contour requires 8.3 Model Update 04 or later.
  • The ability to remove bad records from the Sync Digest table.
  • Added the Back Office Extension option Numeric Culture to parse international numeric BOD values.
  • Ability to refresh pricing for sales orders and quotes when using a price service.
  • Creating an ad hoc group with a large number of records now uses the Job Manager.
  • Improvements to Reporting performance.
  • Ability to change the ad hoc group number of record threshold in Application Architect.
  • A new tool to simplify the Infor Ming.le provisioning process.
  • For Infor Ming.le integrations, users and roles are now synchronized between Infor CRM and Infor Ming.le.
  • Field level security information can now be queried and returned through SData.
  • Integration with Infor Ming.le including:
  • Sharing records and notes and history items
  • Creating and managing bookmarks
  • Links in Infor Ming.le that link to Infor CRM
  • Adding Infor CRM Dashboard widgets in Infor Ming.le
  • System of record support for Inbound Process BODs to create or update Infor CRM content.
  • Addition of Discount Charge Item entity properties for Sales Order and Quotes list levels -DocUnitAdjustmentAmount, UnitAdjustmentAmount, and Method.
  • System of record – Enables Infor CRM to function as the authoritative system of record for Opportunities in an integration between Infor CRM and a supported ERP system through Infor ION.
  • Added a Test Link button to the Price Service detail view to test the price and availability end points.
  • Added logging and exception handling for Price and Availability.
  • Enhanced the Account detail view Sales Order tab to include additional information.

 

List of Issues completed in this update below
Read the rest of this entry »

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