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March 23rd, 2022 by

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…)

  • All common browsers are now mail merge compatible for emails, which includes Edge, Chrome, and Firefox.¬† (The requirement for Internet Explorer has been removed.)
  • You will be able to utilize mapped fields throughout the CRM system and incorporate them into the template as needed for both types of templates.
  • You can now¬†perform a mail merge with contacts associated with sales orders, quotes, contracts, returns, and tickets in addition to accounts and opportunities.
  • All supported browsers allow the completion of mail merge steps within a sales process.

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.
Project backups: Currently, you can only restore the Infor project backups from v8.4.0 and v8.5.0.  So be sure to keep your customization bundles versioned off and clean.  That will be the only way you can restore any failed (or corrupted) changes if you need to rollback.  Infor has discussed bringing back the project backup capabilities but as of this release, that is not the case.
Project Difference Manifest deprecated
Importing from another project deprecated

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.

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March 9th, 2021 by

Infor CRM offers great administrative functions to help you create a more custom CRM for your business. Entity Manager is a great tool for defining filters, metrics for dashboards and reviewing the properties of an Entity in CRM.

What is an Entity in CRM? These are each of your main sections of CRM; Accounts, Contacts, Leads, Opportunities, etc. Entity Manager can be found under the Administrator menu in CRM.

Once in detail view of an Entity, you can edit items such as allowing bulk updates. 

You can also perform these actions:

To refresh list information, click (Refresh).
Work with records in a grid
Filter my list
Edit an entity
View entity details:
Select a record in the Entity Manager list.
Click Detail.
The Details pane displays at the bottom of the list view with detailed information about the selected record.

Select and view the information in the detail pane tabs.
Fields
Filters
Metrics
Hide group details: Click Hide Detail.

Related Blog Post: Group Manager in Infor CRM

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.

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June 5th, 2020 by

Being a part of many successful CRM implementation launches, and observing many that weren’t successful, we have learned what it takes to make a project successful. Our team has collected some general guidelines that can help increase the chances that your project will be successful. If you are planning a CRM Implementation project in the future, here are some points of consideration that will aid you in making it a success:

1.¬†To begin, create a clear definition of your needed and desired CRM project outcome.¬†Knowing your desired outcome is reflected in the famous saying, ‚ÄúBegin with the end in mind.‚ÄĚ The importance of knowing what you want cannot be underestimated in its value when tackling a new project. We can discern quickly when a customer doesn‚Äôt spend enough time on this step. Make sure you think through the business processes that you are currently using and consider what you plan to be using going forward with a new CRM tool. The more you think through your project end goals, and how your team wants to get there, the less likely you are to incur additional and unexpected costs from scope changes or scope creep during the process. This clarity and focus will assist you throughout the entire project life-cycle, ensuring you actually end up with the tool you wanted to have in place.

2. Ensure commitment and buy-in from your internal team, especially leadership stakeholders and those who will be responsible for implementation. The idea of a putting a new CRM system in place is often different than the realities of doing so. If you have ever been a part of organizational change with a group of people, you know this not always welcomed by all involved. Not only is it important to have a Project Champion on your team, it is imperative that you have support from the top leadership down, both in word and in deed, that is, they become part of the whole process and adoption. People will follow those who lead, if it is done well and comprehensively. Some people adapt quicker to change, or welcome change, more easily than others. When implementing a new CRM system, it is as important to engage the champion users, as it is those who might struggle with change. The more buy-in and support you have, the greater the likelihood you will enjoy the success of change once the project is complete. Most people have to see what is in it for them; so implementing change from that standpoint is very important.

3.¬†Have a planned budget that accounts for your entire CRM project needs.¬†There are always unseen costs in new initiatives. Plan for those unseen costs with the understanding that it is common for a project to come in somewhere in the range of 10% under, or 10% over the original budget. In addition to planning for overage, understand there might be things your team realizes during the project life-cycle that motivate a change request or an additional set of desired features. Sometimes it is difficult to see the art of the possible, until you are already¬†immersed¬†in the project. If you¬†didn’t¬†budget for the unexpected, be prepared to say, ‚ÄúNo,‚ÄĚ until you have a budget for the additional items later.

4. Carry clear understanding of the variety of internal resources needed on your team for successful CRM implementation. Sometimes customers can help their project success along by planning for the internal resources on their side that will be needed to launch a new project. Understanding that your team and resources’ availability has such impact on the success of a project is important and can help frustration not to build when resource availability becomes thin at certain points of the project. The following resources should be considered and planned for in any CRM project implementation:

– An infrastructure and hardware that is supported by the new product, compatible with the product and up to date.

– A project team, including IT, with dedicated time, expert knowledge and empowered to be successful.

РSecurity barriers managed to allow access to your company’s hardware and enables work to be completed efficiently and timely.

– A realistic change management plan in place as part of the CRM implementation.

5. Dedicate an Internal Project Champion to spearhead project and accompanying change management. When everyone’s schedules and energy are pulled in many directions during the project, it is important to have an internal person with the bandwidth to champion and drive your project along. This person will serve as the point person, and often times your team’s project manager, and is a very important change agent in the project launch experience. Making sure this person has the ability to dedicate energy, time and focus to your new project can make all the difference in a project’s success. What that means, in reality, is making sure they have the time and resources available to perform this role without it being a second job or an additional load that is unbearable.

6. Set a realistic project timeline that accounts for other organizational plans happening simultaneously. Picking the timeline with a realistic completion deadline is one of the most important considerations to make when planning a project. A timeline that is too short can cause unnecessary stress and can set up a situation that is untenable for even the best project teams. No matter how much planning you do in advance, it is impossible to account for every risk or issue that may arise. In addition, it is important to consider other initiatives going on within your company, and plan accordingly. Many companies will plan a project around a particular event or relative to other dependencies. What often sounds good in theory can often turn into a greater challenge than anyone accounted. Choose a timeline where your change management can best succeed all around.

7. Have a clear Training and Implementation Plan for end users that will ease their apprehension of the changes that are occurring. When you are dealing with people, any kind of change can feel threatening, especially if it is change you did not choose and are not controlling. Planning for the kind of change a new CRM system can bring requires being intentional and making sure you have accounted for its timing and impact on daily work processes. This is an area that you want to neither shortcut nor belabor. Many times we see changes that come with a new CRM system impact various groups within the same company differently. Therefore, the training required for each group can also vary. If you do not plan enough training, people will not be comfortable and will possibly avoid using the system, and if you plan too much then it could be difficult to keep their attention. Expert trainers are well versed in helping plan the right amount for your team; and because this is their area of expertise, they can be a true asset to making sure you have the best plan for success in place.

When beginning a CRM implementation project, it is so important to plan for success. That doesn’t happen on its own. Having a team that is dedicated, insightful, and engaged, and also one that follows seasoned best practices can be all you need to produce your desired outcome! Happy planning!

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. Don’t miss an update, subscribe to our blog.



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.

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November 29th, 2016 by

Infor hosted¬†a customer focused webinar ¬†to summarize their excellent¬†work with Infor CRM in 2016. Kevin Draggoo, Product Manager for Infor CRM, shared new functionality for each of the areas of Infor CRM and explained that 262 customer requests for features were included in this year’s work so far. Customer and partner input is very important to Infor CRM and it shows in the priority placed on feature requests made by customers. Kevin provided detailed information about all the improvements made in Web, Mobile, Xbar, Dashboards, along with Ming.le.

Included in the most recent service pack (04) of Infor CRM is Contour. Infor CRM Contour is a proximity search and mapping tool. This tool will allow sales and service users to maximize their time on the road. They can search an area for surrounding prospects and customers then map the most efficient travel routes.

Infor CRM Contour - Proximity and Mapping Tool

Infor CRM Web includes the new and more robust Entity Manager which allows the administrative user to add fields, filters, and metrics to any entity. It can also be used for bulk updates and imports. More and more functionality is being brought into the Web for the admin users including Ticket ACI control, and password complexity just to mention a few.

Mobile v3.5 was released early in November and it includes Offline capability with the concept of a Briefcase. You commit the items you need while offline to your Briefcase. The current functionality is read only and the next phase will include read/write ability. There are also several UI enhancements. A special note to current customers, Mobile v3.5 requires v8.2 or higher of Infor CRM.

To review the webinar “Everything New in Infor CRM” use this link. To see a demonstration of the most up to date functionality, register here.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland CRM Users Group Events. If you need help upgrading to Infor CRM v8.3.0 or Mobile 3.5.0, let us know! We can assist in a minor capacity or provide all the technical heavy lifting.

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August 15th, 2016 by

Simplesoft Logo Infor CRM has released update sets 01 & 02 for Infor CRM(Saleslogix) v8.3.0.

The updates include the new features:

  • Improvements to Reporting performance
  • Enabling Refresh Pricing for sales orders/quotes (role)
  • Creating an ad hoc group with a large number of records now uses the Job Manager
  • 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

*Currently, updates to Infor CRM(Saleslogix) v8.3.0 are cumulative and contain all proceeding updates. Update 01 and 02 is currently available from Xtreme Portal in the Download Patches section.

SNC, Core, Model bundles for Update 01 for Infor CRM(Saleslogix) v8.3.0 contained the following updates:

Prerequisite: No prerequisites except a currently working Infor CRM v8.3.0 environment.
The summary of the fixes are listed below:

Read the rest of this entry »

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May 3rd, 2016 by

Dear Paul,

We have a newly installed user that cannot log into the Saleslogix client. The user is receiving the following error:

Exception ETimeZoneError:

The time zone has not been defined for user U6UJ9A0000XX

Exception location:

[006892BE]{Saleslogix.exe} IsBrandingEnabled

This is a Windows LAN client using v8.1. Can you help us with this error?

Certainly, we can help. After some research, the problem seems to be a missing value in the user profile entry for the timezone column. I am not confident how the setting came to be without a value, but here is what we did to correct the issue.

1. Diagnose the issue.

First review the login process on the client machine and confirm the login issue.

2. Review the problem area.

Second, review the Userinfo table to examine the user record. The SQL below is as-is and may need to be adopted by a person with knowledge of how to run and correct the data use SQL statements:

– Select * from Userinfo

– Next, review the user profile record noted from the error and review the timezone column

– Select * from Userinfo where userid = ‘U6UJ9A0000AB’¬†— change to a known value

3. Identify the resolution steps.

Identify the possible timezone value from the other working users.

– Select distinct timezone from Userinfo

4. Implement the resolution.

UDPATE USERINFO set Timezone = ‘Eastern Standard Time’ where userid = ‘U6UJ9A0000AB’

Change Timezone value and userid value to known and correct values.

5. Confirm the result with the end user.

Meet with the user and make sure that they can now login.

6. What else can be corrected?

Check other possible users for missing timezone values and correct as needed.

– Select * from Userinfo where timezone is null

This following statement will set all NULL timezone values in the userprofiles to one Value, make sure it defined correctly or update one Userinfo record at a time as described above.

– Update Userinfo set timezone = ‘Central Standard Time’ where timezone is null

7. How can the problem be prevented or avoided.

If the timezone value is not set for a user profile then the Network (LAN) client will potentially have problems logging in. These steps will help correct the issue. We did not come to a root cause of the issue, but if it becomes problematic, a KnowledgeSync event or database trigger can be setup to mitigate the issue for the future.  We are here to help!

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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March 10th, 2016 by

Teri Unger will be conducting quarterly web training sessions for Infor CRM Technical Administrators called Tips, Tricks, and Tools. This blog article chronicles one of her tips from the February session. She created this summary, Teri’s Tips,Trick, and Tools – February Session for your reference. Plan to attend the May session by registering here.

TIP: Default Groups

Applies to: New or existing users

Platform: Web/LAN

Benefit: All detail pages (entities) in LAN or WEB build based on a group.  When entities have defined groups that are SMALLER in record count this significantly decreases the page load speed since a smaller set of records has to be loaded before the page can display.

Notes: Always set the groups to a smaller set, like a MY group or latest.¬† The ‚ÄėALL‚Äô groups should be avoided.

The main considerations for most users will be Account, Contact, Opportunity, Lead, and Ticket.

All users, including admin, should have entity groups defined.

Users can set their own in Tools > Options > Lookups & Groups. Admin can set groups in the Administrator program under each user profile.

LAN user:

WEB user:

Caveat: web users MUST set their own default groups as it is stored in a web configuration file within the web client.¬† This means that the settings are LOGGED-IN user specific. Notice that the default for a new user comes in with the ‚ÄėALL‚Äô group selected.¬† This NEEDS to be changed!

ADMINISTRATOR user profile:

Open a user profile > Client Settings tab

These settings ONLY apply to a LAN user.

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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February 9th, 2016 by

Dear Paul,

We are having trouble with remote client changes making it ‚Äúto/from‚ÄĚ the remote client during the Synchronization process. Do you have any suggestions for troubleshooting the process?

Yes. Many times synchronization issues can be due to configuration settings or permissions. A good place to start is figuring out where the change files are breaking down and working to resolve from there.  The following is a procedure for figuring out where the change files are failing to move properly. Sometimes an unexpected reboot of servers can cause issues.

How to ‚Äúfollow the TEF‚ÄĚ from remote to Synchronization server:

Remote client Computer tasks

=====================

1. Start on the remote side and already synced up

2. Make sure the remote sync is off and set the Sync Options to not ‚ÄėSend changes‚Äô

3. Have the remote create an account, let’s say ‚ÄėXYZ Corporation‚Äô for generic tracking

– Identify the AccountID on the Detail tab

– confirm it is saved etc. (F5/Shift-F5)

4. Confirm the TEF file created and review in TRNVIEWER if needed

5. Confirm the size of the file and name and make a copy if needed. (Preferred)

C:\Documents and Settings\All Users\Application Data\SalesLogix\Sync\Outfiles

C:\ProgramData\SalesLogix\Sync

Main Office Computer tasks

=====================

6. Place the synchronization server service on pause or stop (Preferred)

– Reset option to ‚ÄėSend changes‚Äô on the Remote client

7. Synchronize the Remote client and send changes to the server

8. Confirm the TEF file transferred to the Infiles (FTP/Network) and review in TRNVIEWER if needed

– Confirm the size of the file and name is the same and make a copy if needed

– You can sort by sitecode with the file type to filter by the specific user

9. Cycle the synchronization server manually

10. Confirm/make sure that the new account gets to the host in the client application

Find the Account and confirm the information by the AccountID on the Detail tab

Synchronization Server tasks

=====================

11. Confirm that the Account is being sent to other remotes as appropriate (I.E. Team membership or Account Ownership)

– One thought would be to run the synchronization manually and see the new account going to team members

– An additional task would be to confirm the account on an additional remote client

Remote client Computer tasks (Assuming the Account is received on the remote client)

=====================

12. Create an opportunity for the Account for number 3 step

13. Repeat the steps, for the following of the TEF files (Steps 6 through 10)

14. On the remote, make updates to the account and opportunity

15. Repeat the steps, for the following of the TEF files (Steps 6 through 10)

– Use history actions, create activity changes, key fields etc.

16. On the remote, make a change to the Phone Number for the account and the Probability field on the Opportunity

17. Repeat the steps, for the following of the TEF files (Steps 6 through 10)

Note: We are looking for symptoms where the TEF files are not being created, moved to another folder, (for example Rejected or Archived),

TEF files with errors, sitecode issues, malformed TEF files etc., Keybase issues with a naming mismatch, or missing files waiting for sequence processing during a synchronization of service.

All the settings need to be set back to the original settings after testing.

How to use the TEF Viewer

=====================

Open SalesLogix Transaction Viewer

(Default location is C:\ProgramFiles\SalesLogix\Trnviewer.exe)

Log in as the Admin user

Click the “Foldername” folder and click Open (you can filter to the specific user by choosing them from the bottom dropdown)

Click the TEF in question and click Open

Simplesoft can assist with this process by helping to analyze the TEF files with you.

If you are requesting help from Simplesoft or Saleslogix/Infor CRM, you will need to compress the following files and send with your request:

– syncerrors.txt and log file for the just completed sync from the Host server

Рsyncerrors.txt and syncstatus.txt text files from the Remote client computer and any Saved TEFs on host  (copy of them before they get processed)

It takes some time to work through this list.  Other testing can be performed as needed.

‚ÄúWe cannot solve our problems with the same level of thinking that created them‚ÄĚ
‚Äē Albert Einstein

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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January 25th, 2016 by


“Necessity is the Mother of all Invention.” – Albert Einstein
This short post is an example of the quote above. ¬†We had a need to create a company Marketing Calendar in Infor CRM so everyone on our team would know when Web Training Events and Public Demos were scheduled so they could mention on the phone during their interactions. ¬† We decided to setup a new Infor CRM User called “Marketing.” Setting Up a “Marketing User” allowed us to create activities such as Training or Demo events logged in as this Marketing user. ¬†Other Infor CRM Users can see these Marketing Activities by viewing the Marketing Users’ calendar. Alternatively, if you want all your users to be aware of the events you can add “Everyone” as a member of the activity when it is scheduled. Your decision on how to make the Marketing events viewable to your users would depend on your environment and the necessity of your users to be aware of the events.

Infor CRM Calendar for Marketing

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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