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September 20th, 2016 by Janetta
The following information is from the “Applying Web Model Update 03 for Version 8.3” publication by Infor. Prerequisites
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:
Also included are:
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:
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 24th, 2016 by Paul
Scenario The administrator has set a password setting to lockout unsuccessful attempts. Generally, either the timeout time needs to elapse or the password needs to be reset manually. First, the user can be reset using the LAN Administrator or the Web Administration. The Web Administration steps will be covered in this article.  Infor CRM – Account Locked
Criteria Use the following criteria to reset the user:
How To Identify A “Locked Out” User
How To Reset The User By Web Administrator
 Reset Locked Out User in Infor CRM Web Client
How To Change A User’s Password
Share The Results To The End User(s) Communicate to the end user and let them know they have the ability to log back into Infor CRM. Dost thou love life? Then do not squander time, for that is the stuff that life is made of. 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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May 10th, 2016 by 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 “make” 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:
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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March 10th, 2016 by Janetta
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 ‘ALL’ 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 ‘ALL’ 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 2nd, 2016 by Paul
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 – 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:
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.
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. 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 Janetta
“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.
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 Paul
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 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. 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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December 28th, 2015 by Teri Unger
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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December 3rd, 2015 by Teri Unger
This is all shown in a tree view display accessed from the hierarchy icon on the toolbar A visual representation of the hierarchy allows an overview of the connections and allows the user to select and move to a specific account OR contact based on their need. This link enables a user to move between the associated accounts without knowing the exact school(account) name.
On the child account, the parent will show as a lookup link and a user can navigate to the parent account easily by clicking the link.
If you have a business model that would benefit from the parent/child architecture, this functionality is a critical tool to link and manage your accounts within the client with one click. This feature not only visually links the data but provides a connection between parent/child ACCOUNTS in the database for powerful rolled up reporting. This functionality is installed automatically with the Windows client but not in the web client. We can help you with the installation to add this functionality to your environment. The software is a free bundle available for v8.0 and above but the install will take a few hours to add to your system. This means that for a very small investment, you can have an outstanding feature connecting all your critical accounts to their subsidiaries. Give us a call or email if you would like additional information at Simplesoft Solutions. If you would like to discuss upgrading your system, or to see a free demonstration, please contact us at 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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December 16th, 2014 by Janetta
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: 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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Infor 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—establishing 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’s needed most. Update 03 is currently available from 
In recent releases of Infor CRM, the user profile password policies can be established to include a lockout feature. If a user gets locked out, they will receive a message on the login page, “Your account has been locked”.
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