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October 25th, 2022 by admin
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Usability – Modern UI
List View KPIs Supported Entities: Account and Contact Images, Company Logo New Dashboard Widgets Bubble Chart E-mail Attachments and Library Files – Microsoft Edge – upper right corner
– Google Chrome – lower left corner
Lookups (Search across phone and e-mail addresses) New Log Menu – Complete Meetings, Calls, etc. – Secured action: Toolbar/Log
Territory Realignment in Web Client (Administration) Web Client – Groups (all types)
– List view filters
– Allows selection of individual records
Administrator – Groups, but not ad hoc Groups
– Owner or Account Manager lookups
– Activities
– Processes
– 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”
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.
Comments Off on Infor CRM SLX v9.0.0 – What’s Coming
October 24th, 2022 by admin
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v8.5.0.x: Upgrade Safe Customizations (Application Architect) – 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
v8.5.0.x: New Dashboards & Group Dimensions v8.5.0.x: CRM Workflow Improvements (Web Only) – 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) v8.5.0.x: Quotas & Forecasting (Web Only) v8.5.0.x: Miscellaneous Improvements
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.
Comments Off on Infor CRM SLX v8.5.0 and v8.5.0.01 – Feature Summary
August 8th, 2022 by Teri Unger
![]() Don’t miss the latest Infor CRM SLX Roadmap Overview with the Director of Product & Development, Paul Zeimet. Wednesday, August 10 at 11am ET Here is a link to register for the FREE webinar! Register for the Webinar Here Paul will provide a preview to what is planned for Infor CRM SLX version 9 and beyond. Read the latest Infor CRM SLX Customer Newsletter: If you haven’t reviewed what was new with Infor CRM SLX v8.5, you can find the following training videos in Infor Campus. Don’t forget to subscribe to Simplesoft’s YouTube channel. Resources you’ll find: Simplesoft Solutions, Inc. 2020© All rights reserved. All other trademarks and copyrights are the property of their respective holders.
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. Comments Off on August 2022 Infor CRM SLX Roadmap Preview
March 23rd, 2022 by Teri Unger
![]() The long awaited v8.5.0.01 release is now available! This release has many updates that include new Application Architect 64 bit application, Mail Merge functionality added back to the browser for emailing, calculated field handling, and many others. For a full list of all the updates and fixes click below: Whats New: What’s New PDF Resolved Issues: Resolved Issues PDF In general, the update for v8.5.0 carries the improvements we needed to see for the base version of 8.5.0 released in 2021. WEB CLIENT UPDATES Downloading and installing the Word and mail merge integration is available in the Tools> Options menu in the web client. Mail merge – in any browser (Email only). The Word add-in is still required for letter or print mail merge. The process for creating the new browser templates directly mirrors the CRM Workflow email template formatting and creation. (Start by typing @ for mentions…)
DEVELOPMENT UPDATES They did update development features further to support the Upgrade Safe Customization road map. Application Architect now includes a Manage Customizations view to allow development to review a list of files that have changed or are out of sync with recent Infor CRM SLX updates. Application Architect is now a 64 bit application to allow for better volume handling for development. What exactly does this mean? Well for one, the general build and deploy time to complete is SUBSTANTIALLY reduced! This also includes a fix for the SLX Client portal deployment error that displayed an Out of Memory error. For that one we are grateful, it was not a show stopper but very annoying for the developer. Here are some of the development highlights that developers would be interested in: Local file system versus Virtual file systems: Managing your changes in a Local File System still carries some workarounds that you must stay aware of. See the full documentation for the steps to utilize this method. Overall the User interface is unchanged except for a slight re-branding on the naming that was changed to Infor CRM SLX and bringing the email for mail merge back to the browser. But the difference is more substantial on the development and management of the development. This new update has solidified the upgrade-safe development into a cohesive software that allows a layered approach to the development where you can choose to release the new forms or keep your customized ones in front of the user.
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. 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. Comments Off on Infor CRM SLX v8.5.0 Update 01 has been Released
August 19th, 2021 by Teri Unger
![]() That’s right! Mail merge is now available in a way that eliminates the browser restrictionInfor has released an answer to the mail merge issue that has plagued the software since Microsoft announced the retiring of Internet Explorer. Previously if you needed to use the web mail merge function in the CRM you were restricted to Internet Explorer and 32 bit Office. NOW with this new release, not only is 64 bit Office compatible but it is no longer browser isolated! Compatibility is listed with Office 2016 and 2019 (Office 365), but we also tested on Office 2013 and it worked as expected. This new functionality is appropriate for Infor CRM Web Client version 8.3.0.0 and later. This new mail merge function is installed as an add-in to Microsoft Word and it adds additional settings to the Mailing ribbon in the Word application. Configuration is remarkably similar to the XBar and merely requires the SData portal and a user log in. Templates created from an earlier version will need to be converted and if you are adding a table to display multiple items we recommend re-creating the template in the new function rather than adding a table to the converted template. We have had some issues with adding tables but the adding fields works fine in a converted template. A new template created in the new function works great when adding a merge table. Converting… You can still map fields from the CRM, associate specific user information for a signature, and generate the layout that you have used in the past. Send the information to a single person based on a specific record, or merge to a whole group. Regular dynamic groups and Ad-hoc groups are available. Want to send it out as email or print a letter or create a document, no problem! It also still creates a history record and an activity follow-up in CRM if you wish.
Some configuration items to consider to allow the CRM and Office Outlook to work together for mail merge: To do this, in Outlook open File > Options > Trust Center> Trust Center Settings button, Then programmatic Access > Mark the ‘Never Warn me about suspicious activity’ radio button. If you are interested in this add-in to Word or have questions please let us know and we will be glad to help. Would you like to discuss the bigger picture with Infor CloudSuite CRM at your company? Connect with a Simplesoft Consultant at support@simplesoft.net
Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton region and offices in Cleveland, OH and Charlotte, NC. We provide implementation, integration, development and training for Infor 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. Comments Off on Infor CRM Mail Merge – No Longer Tied to Internet Explorer
March 2nd, 2021 by Jessica Wert
![]() Infor has now release version 8.5 of Infor CRM. They have brought lots of great features and advancements to the CRM tool. The new features include: ▪ How does it work? — Changes to Existing Entities are tracked internally within that entity now. Design update to Dashboards: – New and improved widgets with auto adjusting width Workflows, Alerts and Approvals: — Infor CRM brought easy to build workflows in v8.4.04 with rich text editor and triggered alerts based on actions in the CRM Infor Release Notes This is just a brief overview into the great features the latest update is bringing. Stay tuned for video demos and webinars coming up to show off the latest and greatest! Connect with a Simplesoft Consultant at 937-885-1204 or 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 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. Comments Off on Infor CRM New Version Announcement – v8.5
August 26th, 2020 by Jessica Wert
![]() There are some exciting new features that Infor rolled out in this latest release. We are happy to see the many Activity updates. You can now make groups in Activities and assign several Opps, Contacts, Accounts and Tickets to an Activity. They also made workflows and alerts that can be triggered for CRM actions. Plus a great UI uplift with new colors and icons! Here’s what you can expect in the latest version of Web Client! Ability to associate multiple records to an activity, including: contacts, accounts, opportunities, tickets, and leads and now sales orders, quotes, campaigns, returns,and defects. Ability to associate multiple records with a note, including: contacts, accounts, opportunities, tickets, and leads and now sales orders, quotes, campaigns, returns, and defects. Fanning out recurring activity occurrences. Activities list view supports groups and standard list view features. New CRM Workflows provide configurable automated email notifications based on updated CRM content. Application Architect updates: Related Blog: v8.4.04 Fixes. Would you like to discuss the bigger picture with Infor CloudSuite CRM at your company? Connect with a Simplesoft Consultant at support@simplesoft.net
Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton region with offices in Cleveland, OH and Charlotte, NC. We provide implementation, integration, development and training for Infor 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. Comments Off on Infor CloudSuite CRM Release – v8.4.04
October 28th, 2019 by Cassie
![]() Hello everyone! Infor CRM Mobile 4.0.0 for v8.3.0 and later is now available for download on the Infor Xtreme website. Watch a quick demo now! What’s New in this Release? This release contains the following enhancements: The following new enhancements were added in Mobile v3.6 and will be in v4.0: The following new enhancements were added in Mobile v4.0 (includes updates from 3.6.1): The following are defects fixed in the new v4.0 INFORCRM-2928: In list views, Quick Actions are not always visible. The Infor CRM Back Office Extension, or ICBOE, feature contains the following improvements: When the Back Office Integration is configured in the Infor CRM Web Client, users can see the following entities in Infor CRM for Mobile: The Working Offline ‘Recently viewed’ and ‘My Briefcase’ features are now available for ICBOE records. Prerequisites Additional resources and documentation are available on the Infor Xtreme Support Portal web site at www.infor.com/inforxtreme. Help is available in each application. And of course us here at SimpleSoft are always available if you have any questions! Let us here at Simplesoft know if there is anything we can do to assist you with this!
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 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. Comments Off on Infor CRM Mobile 4.0 has arrived!
October 28th, 2019 by Cassie
![]() It’s been a while since a new release Infor CRM and we’re happy to announce update 02 is available. Here is what you can expect from the update. Features added in this update include:
Breaking Changes To modify customization methods
If you apply this update without modifying your customizations your customizations may no longer function. Please reach out to us if you have any questions or are interested in upgrade your Infor CRM. Let us here at Simplesoft know if there is anything we can do to assist you with this!
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 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. Comments Off on Infor CRM update 8.4.0.02 now available!
June 26th, 2019 by Cassie
![]() XBar update fixes issues and adds new features. Infor CRM Xbar for Microsoft Outlook v1.3.9 contains the following resolved issues and NEW features: We recommend and encourage you to review the update documents to keep abreast of all defects and issues that have been corrected. Contact Simplesoft Solutions to discuss an upgrade for Infor CRM(Saleslogix), and to review any new features or updates with your version of Infor CRM(Saleslogix). If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions. Also, if you would like to learn more tips, or have a CRM topic you would like us to write about, please contact Simplesoft Solutions, Inc. Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Users Group Events. Comments Off on Breaking News: XBar 1.3.9 has been released!
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