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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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December 16th, 2014 by

Infor CRM released Xbar 1.1.1 in late November.  We have had a chance to install and test at Simplesoft and have found some great new features to help all users of Infor CRM using MS Outlook 2010 or 2013. First things first, if you are one of our customers and would like the new Xbar and you are on a current Infor CRM business care plan, please e-mail the normal support e-mail and request it (support@simplesoft.net)!

Xbar 1.1.1 New Features:

The first thing you will notice after the installation of Xbar is the branding to Infor CRM (blue) and which replaced the previous Saleslogix look and feel.  Secondly, the installation features have been updated and many of you will be thrilled with the Enterprise features. Enterprise Installer will provide for Silent Install/Uninstall and Install from a Network Location along with Localized Installers and Windows Authentication.

The practical usage improvements start with being able to Complete Actions in Saleslogix from Xbar such as Completing Meetings and To Dos (any scheduled activity).

Complete Activity in Infor CRM

You can now Add a quick Note to Infor CRM from Xbar.

Add Note to Infor CRM

Duplicate Contact in Infor CRM

Another small but great new feature is being able to tell if the person is a Lead or Contact and if there are duplicate records in Infor CRM (L for Lead and C for contact).

Lead Record in Infor CRM

You can also choose to add the address from the Account to a New Contact record when creating through Xbar. How many times do you find out about New Contacts through e-mail interactions? You can select the signature of this new Contact and drag on to the Xbar surface to create a New Contact or New Lead.  What a time saver!

The Global Search Improvements provide added filters for entity-related drill down such as searching for a person both in Leads and Contacts at the same time.

You can now jump directly from Xbar Ticket or Opportunity view to the full client version of that Ticket or Opportunity if needed.  How incredible to be able to capture New Tickets and New Opportunities directly from inside of Outlook (original feature but just hit me again how powerful this feature is to most).  I know many of you find out about new Opportunities and issues for starting Tickets through e-mail.  Did I say this tool was practical already? Did I also remind you Infor CRM is CRM built for a purpose? It is one thing to see flashy and cool features in CRM software but it is completely different to see features built for business and be cool at the same time!

You  have added individual default settings such as changing the default filter in the Member View which will default to All, From, or To and limit the number of records pulled back as set by you. Through the Common Settings you can change the language preference. You can also launch the LAN client now, in addition to the web client,  when needing to access your CRM.

Compatibility:
Saleslogix 8.0 (Web and LAN) Saleslogix 8.1 (Web and LAN) Outlook 2010 (desktop version only) Outlook 2013 (desktop version only) Windows 8.1 Windows 8 Windows 7 SQL Oracle Must be on an active business care plan. For all compatibility details see the compatibility guide in Infor Xtreme.

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 Users Group Events.

http://www.simplesoft.net/blog/wp-content/uploads/2012/11/SS-Border.png

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

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