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September 20th, 2016 by

Ross_JanettaInfor has released Infor CRM v8.3 Web Model Update 03. Folks, this¬†was not just your run of the mill release! Infor is including Ming.le in this release! ¬†Infor Ming.le is¬†an intelligent portal to Infor CRM‚ÄĒestablishing a common workflow and organizing conversations into enterprise-wide streams where employees can share key screens, data, and attachments in a way that saves time and focuses attention when and where it‚Äôs needed most.¬†Update 03¬†is currently available from Xtreme Portal in the¬†Download Patches section.

The following information is from the “Applying Web Model Update 03 for¬†Version 8.3”¬†publication by Infor.

Prerequisites
The following Infor CRM software must be installed before installing this update:

  • Infor CRM version 8.3
  • 8.3 SNC Update 03
  • 8.3 Web Core Update 03

Currently, Web Model Updates are cumulative, so Web Model Update 03 for Infor CRM 8.3 contains features released in previous updates. Web Model Update 03 for Infor CRM version 8.3 includes the following new features:

Web Client

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

Also included are:

  • 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 line levels –
    DocUnitAdjustmentAmount, UnitAdjustmentAmount, and Method.

For more information about integrating Infor CRM with Infor Ming.le, see KB 1853014, available from Infor Xtreme www.inforxtreme.com.

The following is a list of Defects covered in this update:

Defect Description
8766 In the Campaign Targets tab, changes made to the Status are not saved.
9034 (ICBOE) If a sales order or quote product line is deleted in Infor CRM, the deletion must be included in Process BOD.
9704 (ICBOE) Finance Limit on Account is not populated for VISUAL.
9783 Fixed spelling errors in error messages.
10153 In a German environment with a Firefox browser, cannot type German characters into the User Lookup.
10205 In the Sales Order Snapshot, decimal values in the Discount Rate or Tax fields are automatically rounded up or down to the nearest integer.
10268 The sales order and quote line level views need to include the following Discount Charge Item entity properties, Calculation Method Code, Unit Adjustment Amount, Document Unit Adjustment Amount.
10484 Unable to assign a user or team to a new campaign task.
11056 In SpeedSearch if the headline link is for Activity the link is not active.
11128 After clicking Get Order Total or Refresh Prices in the Sales Order or Quote detail view, transaction amounts should be updated in Sales Order or Quote Snapshot.
11160 (ICBOE) When an account record is created or edited in Infor CRM and is promoted the Base Finance Limit field is not set to read only even though record is waiting with Sync Status= “Awaiting Acknowledgment”.
11234 When editing integration resources, such as contact, calendar, or tasks the dialog box is blank.
11248 The Sales Order detail view Get Order Total task is not working.
11252 Numerous filters on the same Entity can exceed browser limitations causing filters to not display for some groups.
11406 (ICBOE) The Price and Availability service should not generate user errors when the service is disabled.
11802 The Add Discount Charges dialog box has three new items to be added to the Web Client help.

 

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 3.4.0, let us know! We can assist in a minor capacity or provide all the technical heavy lifting.

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May 10th, 2016 by

Dear Paul,

Our Infor CRM Business Administrator is no longer with our company.  We need to get our new administrator up to speed quickly without disruption to our Infor CRM users.  What topics do you recommend be covered to train our new administrator?

Great question and we have a ready answer.¬† We can schedule Infor CRM Administration training almost anytime.¬† The roles that ‚Äúmake‚ÄĚ up the administrative tasks in the system range in complexity from technical administrator, data steward, power user, to a business administrator.¬† I even have one company where the President is able to perform the administrative tasks with ease.¬† We can help you get to the level that you want to obtain from basics to expert.

Here are the main subject topics to get a new administrator running at a basics level:

  • Administrative Overview
  • User Management and Security
  • Team Management and Security
  • Pick List Management
  • Group Management
  • Data Management

Infor CRM Training for Administrators

First, a good overall review of the administrative tools (LAN and/or web) with an explanation of the tools, and associated roles of the tools, is important.

Next, user management and the various tasks (add, edit, retire, etc.) is a fundamental training area.  This subject includes focus on creating and managing user profiles with an emphasis on security.

Team Management, if you’re using teams, would be an important subject combined with security.

Pick list management and a review of data management principles that corresponds with the proper management of pick lists would be next.

Lookups, groups, and various management tasks are important data segmentation subjects.  In the web, filtering data and managing the data for users.  Slicing and finding data easily is key to user adoption.

Data management tasks is a nice optional learning area.  Subjects covered here are developing training and policy to prevent duplicate data and how to update mass data when changes occur in your company.

There are many other subjects that can be covered but these are the basics to get you moving in the right direction.

Training is an important part of any information system and CRM is no different.  Make sure you provide the training to your administrators and they have the skills and experience to help your front office employees be successful.  Ultimately, we are here to serve you and empower your employees to serve your downstream customers.

” The secret of getting ahead is getting started.” – Mark Twain

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

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February 2nd, 2016 by

Installation Secrets from the Pros at Simplesoft
by Paul Hansford

Over the last few years, installations of Infor CRM have been shifting from On-premise into the operating cost bucket (CAPEX to OPEX). We do see more new deployments launched in the Cloud (SaaS ‚Äď Software as a Service) than ever before. However, this trend is not universal to all customers because on premise has not gone away.¬† Infor CRM is one of the few solutions available in both On-premise and Cloud. Infor CRM is flexible and with its single tenancy model in the Cloud, a database can be moved either direction. One strong advantage to the On-premise story is that integration is a bit easier behind the firewall.

At Simplesoft our deployment pros have installed Infor CRM in many different ways including DMZ, with various proxies, Windows Authentication, and security ports like SSL for encryption and even with front end servers for the load balancing of web servers, etc.  Bottom line:  We find ways to make the Infor CRM installation work successfully and can think outside the box.

Today’s article provides some tips and hints to prepare for a successful On-premise installation.

1. Prepare the hardware platform / provision the servers

Starting with the compatibility guide, a customer can get a feel for the hardware needs, operating systems, and database editions and versions for the latest editions of Infor CRM.  There are many factors that make up the final configuration recommendations.  For example, the number of users can have a huge impact on how many servers are required for high demand setups or even how much data and which technologies need integrated.

2. Download the software needed and have the licenses ready

Infor offers a great portal for the management of items like licenses, software, patches, knowledgebase articles, and how to references via documentation.  The software and patches can be downloaded from the Xtreme Portal for installation.  The exact files and steps will depend on the version of Infor CRM that is needed.  We are happy to guide customers in all aspects of the software.

3. Prepare for the configurations

Here are few of the basics that need to be prepared before the installation to maximize the results:

  • Service users setup and reviewed
  • SQL Native client software installed on non-database servers
  • Turn off windows firewall, UAC, ESC settings with exceptions configured (for various connectivity and security)

These steps will help avoid issues in the installation process.

4. Consider the prerequisites

With each version of any software there are various components that, when installed properly, make the general software install go smoother and reduce waiting time.

  • Install the software required for the various components of Infor CRM like web services
  • Install the software for testing features (browsers, PDF readers, and installer software)
  • See the implementation guide for the exact details for the latest version.

5. Installation and configuration

The installation varies for the version of the software and how many servers are needed for a particular configuration or security requirements.   A 200 user setup is different than a 10 user setup.  We are experienced at many complex configurations.

6. QA the results

Follow the standard Simplesoft quality checks to ensure the software is installed, services running, and features configured properly for optimized results.

With any enterprise tool there are potential pitfalls with the preparation and installation steps.  With the guidance of Simplesoft Solutions, you can avoid a long deployment cycle and will have your users in the tool faster than without us.  Take our tips into consideration for long term success and getting things installed right from the beginning.

Mentally, the only players who survive in the pros are the ones able to manage all their responsibilities.
-Tom Brady

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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January 5th, 2016 by

I am looking forward to 2016 as I look back to positive strides that Infor has made to the Infor CRM product stack.  I thought I would mention a few highlights as we begin 2016.

1. Mobile continues to be a cutting edge toolset for Ipad, Iphone, and Android.

2. Purpose built applications (PBA) will continue to be improved and have international capabilities.

– Xbar
– Gmail
– Outlook Sync

3. Browser compatibility continues to keep up and improve.

4. Web client continues to be improved and refreshed with Infor’s Hook and Loop designs.

5. Infor CRM v8.2.x LAN client is stable and the v8.3 release is around the corner.

6. Cloud continues to expand offerings (from Single tenant models to multi-tenant) to lower the entry points.

7. Integrations are becoming more available with ION and Sdata for the Infor ERP offerings and other Accounting systems.

8. Tools to help automation tuning and performance of Windows components.

9. Released and updated Advanced Analytics for metrics visibility and decision making.

So here is to 2016 and the positive changes that Infor will continue to bring to our customer base. As we begin to look forward here are a few items I believe are on the horizon with Infor CRM:

– The strategic emphasis on micro vertical markets and industry solutions.
– Game-changing interface improvements for user adoption.
– More purpose built applications and tools for improved productivity.
– Deeper integration with Infor product stacks.
– ERP, CPQ, Ming.le integrations.

Attend the Q1 Heartland Users Group Meeting on Tuesday, January 12th and learn more about Infor CRM for 2016! Click to register – Planning for an Agile Enterprise with Infor CRM.

The best thing about the future is that it comes one day at a time.

– Abraham Lincoln

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 28th, 2015 by

A quick note on issues with Microsoft Office 2016 and Infor CRM…

Microsoft recently released Office (365) 2016 to all eligible users in September of this year. ¬†As of the publishing of this article, the compatibility of Office (365) 2016 and Infor CRM (formerly Saleslogix) has NOT been approved (what is called qualified for support). Please refer to the latest Infor CRM Compatibility Guide for all compatibility questions. ¬†It is our recommendation that you do not upgrade until Infor has approved compatibility certification as we have already seen some breaking items with the Outlook Integration and launching Outlook from the LAN and WEB client. ¬†Even after uninstalling and re-installing to an earlier version of Microsoft Office there have been some issues. ¬†If you are currently using a Microsoft 365 product, as Microsoft has the ability to upgrade without a user’s permission based on settings within the 365 package, it is recommended that you review your settings for automatic download of updates to ensure that you do not accidentally upgrade.

Microsoft is gearing their products to operate solely from the cloud, as is the Microsoft Office 365 product currently released.  This change in direction for the Microsoft Office product has a ripple affect with other programs that integrate closely.  Infor CRM is one of them. Rumor mills have been whispering that Microsoft is pushing the cloud applications rather than desktop versions; if the rumor mills are accurate, we may be seeing the last of the desktop versions.

While researching the new Office product, I found that the desktop versions for business use are still offered by Microsoft. Office 2016 Professional Plus for enterprise licensing, Office 365 Business, Office 365¬†Business Premium, and Office 365 Enterprise E3. ¬†Although integration with Outlook 2016 has not been tested with the Infor CRM client, both LAN and WEB rely on the actual desktop version of Office to be installed. It is required to trigger the program launch during certain tasks, like generating emails, mail merge, template, etc. ¬† For best compatibility, the desktop versions of Office will have a better chance of working with the Infor CRM client’s current design.

Infor CRM is aware of the change to the Microsoft Office software and will determine compatibility as they test the changes necessary to utilize the Office 365 platform; desktop and cloud version.  Infor is currently working on compatibility with Microsoft Office (365) 2016  and has tentatively set the update to be released with Infor CRM v8.3.0 in February 2016.  We will keep you informed as we hear updates.

In the meantime, if you a prompted for an update to Microsoft Office (365) 2016 … Don’t Do It… At least not yet anyway!

If you have any questions on this issue, please contact support@simplesoft.net

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.

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

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