Infor has released the latest version on the Xbar client; v1.4.1

This section lists the features added in Infor CRM Xbar for Microsoft Outlook version 1.4.1:
– The Ability to synchronize Leads, including new sync option to define behavior. (for Infor CRM v8.4.0.4 only) Requires KB 2151140 and the companion pieces in KB 2144758.
– Administrators can now manage sync options per resource, for example contacts, leads, calendar items, or tasks in the Web Client Outlook Sync integration, including the ability to set and lock down sync direction, preventing users from setting the direction in the Xbar options in Microsoft Outlook. (for Infor CRM v8.4.0.4 only) Requires KB 2151140 and the companion pieces in KB 2144758.
– The ability to perform Address Book searches of Infor CRM Address Books as contains or starting with.
– The On first sync options for appointments and tasks now default to the current date when an option is selected.
Infor CRM Xbar for Microsoft Outlook version 1.4.1 also contains defect fixes. See the document Infor CRM Xbar for Microsoft Outlook Resolved Issues.pdf for a list of resolved issues.

Download the Resolved Issues document HERE

Did you know you can update your version in a few simple steps. Here are documents to help you through the process. Or give us a call and we can update it for you!

Download How to Install Doc from Infor HERE

Download How to Update QCard from Simplesoft HERE

Would you like to discuss the bigger picture with Infor CloudSuite CRM at your company? Connect with a Simplesoft Consultant at support@simplesoft.net

Issues resolved in v1.4.1 Infor CRM Xbar for Microsoft Outlook v1.4.1 contains the following resolved issues: Issue Number Description INFORCRM-5240 Xbar should auto-populate the Account Manager field for new opportunities like the Windows and Web clients do. INFORCRM-17383 When Xbar is installed on a computer with 4k resolution the interface is too small to be used. INFORCRM-19573 If you specify http instead of https, and the server redirects (302) to https, the .Net part of Xbar will cause Microsoft Outlook to stop responding. INFORCRM-20060 In a Thai localized environment the copyright sign in the About Infor CRM Outlook Connector screen displays corrupt characters. INFORCRM-20417 In a Chinese simplified localized environment, on the Recurring screen, the label in front of ‘Day(s) after completion’ is truncated at the beginning. INFORCRM-20427 In a localized environment, when scheduling an activity, and adding an attachment, the Add Attachment screen title is untranslated. INFORCRM-20455 In a localized environment, the Contact/Lead Details dialog box contains untranslated strings and the date is incorrect. INFORCRM-20550 Under some conditions, activities are missing after synchronization. INFORCRM-21745 Updates to the Contact options, for example Do Not Solicit, appear to save and show the updated value in the Infor CRM Web client, but then if the contact details are updated and saved, the updated contact option changes are reverted to the previous settings. INFORCRM-22052 When a task created in Infor CRM is synchronized to Microsoft Outlook and is completed in Outlook, the corresponding to do record does not display in the Infor CRM Web client and is missing or displays incorrect data in the history table and Windows client. INFORCRM-22166 In a French Infor CRM environment, when a user drags and drops an email in to an opportunity in Xbar, the options in the ‘Add e-mail to opportunity’ prompt are different than those in an English environment. There is also a translation error in the French translation of the ‘Add e-mail to opportunity’ prompt message. 2 | Infor CRM Xbar for Microsoft Outlook Resolved Issues Infor CRM Xbar for Microsoft Outlook Resolved Issues  | 3 Issue Number Description INFORCRM-22413 When using an Internet Explorer browser, when an e-mail is dragged from Microsoft Outlook and dropped on an Infor CRM Web client detail view, the From, To, CC, and BCC information is missing on the history record. INFORCRM-22721 In Xbar, a contact note or history record Regarding field shows a different value than the same field in the Infor CRM Web or Windows clients. INFORCRM-23590 In an environment with a screen resolution of 1366×768 or higher some Infor CRM Xbar lookups do not display correctly. INFORCRM-24411 On the Activity panel in Outlook the lookup icons for Contact, Account, Opportunity, and Ticket are missing. INFORCRM-24643 When using the Test button to test the connection, automatic redirects should be disabled. INFORCRM-24675 If Xbar is configured to sync using a folder that has been deleted from the Microsoft Outlook profile on another computer, Outlook will not respond after logging in. INFORCRM-24696 The number of errors in the Options, Logging Tab should be limited to the most recent 100 errors. INFORCRM-24928 Users should be prevented from selecting a folder for lead sync that was previously used for contact sync or selecting a folder for contact sync that was previously used for lead sync. INFORCRM-24970 When Xbar is installed and the side panel is enabled, sending emails with a delayed send rule set may result in emails that do not send.

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.