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June 26th, 2019 by

XBar update fixes issues and adds new features.

Infor CRM Xbar for Microsoft Outlook v1.3.9 contains the following resolved issues and NEW features:
-6192: XBar limits Area/Category/Issue to the top 1000 records based on AreaCategoryIssueId.
-17383: The Xbar display is unreadable on a 4k display.
-18958: Recording an email to history and associating an opportunity changes the contact.
-20236: The minimum attachment size in Xbar is not honored.
-20579: Creating an opportunity in Xbar causes the owner to be everyone.
-21073: Outlook Sync creates duplicate activities in particular scenarios.
-21118: Outlook crashes when saving an appointment in a database with at least 70,000 opportunities.
-21197: The following error displays when calendar invitations involve reoccurring meetings in Outlook: (Unknown Error in IMAPIFolder.CopyMessages(MESSAGE_MOVE): MAPI_W_PARTIAL_COMPLETION).
-21468: Xbar times out for specific users using HTTPS (SSL).
-21469: Outlook can be slow to open when Xbar is installed.
-21541: Send to CRM/Record to CRM does not work in a Ming.le integrated environment.
-21658: Completing an instance of a recurring activity is not functioning as expected.
-21703: When completing the first occurrence of a recurring activity in Outlook it is ignoring “complete as scheduled” and using “completing now”.
-21818: Add a column to the Duplicate records found dialog to designate whether the record is a Contact or a Lead.
-21825: A follow-up activity scheduled through SData push is adding :NF to the subject.
-21861: A new option for Send to CRM/Record to History enables the user to choose whether Xbar or the Infor CRM Windows Client processes the request.
-21898: The Xbar uninstall can stop responding in certain cases

We recommend and encourage you to review the update documents to keep abreast of all defects and issues that have been corrected.  Contact Simplesoft Solutions to discuss an upgrade for Infor CRM(Saleslogix), and to review any new features or updates with your version of Infor CRM(Saleslogix).

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

Also, 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.

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August 22nd, 2016 by

Ross_JanettaInfor released Mobile v3.4.0 with some great new features for your on-the-go team. Having information at your fingertips is a struggle for every traveling professional. Sales time demands are high in this age of technology. Customers expect quick response and knowledge of their account to answer questions regardless of where or when the salesperson or customer service person is reached. Infor CRM Mobile v3.4.0 with back office extension and offline capabilities provides answers on demand.

The top new features include:

  • Offline Access
  • SoHo UX Update
  • Back Office Support
  • Calendar Improvements
Infor CRM Mobile Offline Access

Infor CRM Mobile Offline Access

Offline access is stored in Most Recently Viewed which can be cached to enable access to that data when connected or disconnected. All Infor CRM entity types can be stored in Recently Viewed. Recently Viewed list can be filtered by specific entity type.

 

 

 

 

 

 

BOE Mobile

Infor CRM Back Office in Mobile

 

 

 

Back Office Extension for Mobile

  • 2-way master data
  • Pricing and availability
  • 2-way quotes and orders
  • BOE included, enabled through Application Architect check box

 

 

 

Infor CRM Mobile can be upgraded apart from the core software which makes it a no brainer to give your sales folks the newest Mobile.  I must now give you the technical footnotes of upgrading to Mobile v3.4.0:

  • Ensure the version of Saleslogix or Infor CRM installed is 8.0 or later and that it has a functioning Web environment.
  • (This is required even if your Saleslogix or Infor CRM implementation is Windows Client only.) See the Implementation Guide for your installed version of Infor CRM / Saleslogix for information on setting up a functioning Web environment.
  • Ensure the version of Mobile client already installed is 11R1, 1.1, or later.¬†In 11R1, 1.1, and later, users access the Mobile Client from a browser not from an application installed on the device.

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.

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

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March 9th, 2016 by

Customers and Infor Partners alike attended a demonstration of Infor CRM v8.3 yesterday. Kevin Draggoo, Infor CRM Product Manager, announced the March release date of Infor CRM v8.3. He estimated March 18th but committed to the end of March. This version is packed with new features. Being a long time trainer of Saleslogix (Infor CRM) I get to hear feature requests first hand and some of the new enhancements in v8.3 have been on customer’s wish lists for many years. I thought I would provide a quick review for those who didn’t get to attend:

Import Engine – Infor CRM v8.3 provides the ability to import into Tickets, Accounts, Contacts, Leads, Users, Lead Sources, Opportunities, and Products. It will also contain the ability to do Bulk Updates to records. The fields are configurable through the Web Admin for each of the tables mentioned above. This has been a highly requested feature.

Notes/History Preview – The Notes/History tab will now display multiple lines of History with the details moved below the item rather than on the right side. It will preview 256 characters of text from the history record below the detail, with an option to ‘Show More…’ and see additional content. There will also be a Show/Hide feature.

Sales Orders and Quotes РQuotes have been separated from Sales Orders and are now their own entity. This was done to further connect CRM to ERP Back Office Integration. The Quote to Cash Cycle now includes Opportunity, Quote, Create Proposal, and Promote to Sales Order.

Back Office Extension – The Back Office Extension for ERP Integration is now a part of the core Infor CRM solution. The two-way integration includes Account/Contact, Ship To, Pay From, and Bill To. All two-way integrations will go through a certification process by the Infor ERP business groups.

Mobile – Mobile v3.4 will be released for v8.3 and will not be backwards compatible with other versions of Infor CRM. Offline Access is a huge benefit of this release of Mobile. It will also include the Quote to Order cycle with workflow for promoting items to ERP.

Xbar – Xbar v1.3 includes single install for Outlook Integration and Xbar. You can now associate Tickets and Opportunities to Activities. You can now complete an appointment in Outlook along with accessing details from Calendar items.

Performance Gains and Compatibility – Infor and Customer testing showing 85% faster view loads than v8.1 and most pages are loading in half the time of v8.1. Kevin from Infor said the speed was reflective of Saleslogix v7.54 days. Infor CRM v8.3 is also compatible with Windows 10, Microsoft 2016, and Windows 10 Edge Browser.

Web Admin – Even more admin functions have been moved from the LAN Administrator to the Web. This version includes things like Licenses, Customer Service Defaults, and Ticket and Defect Activity Rates.

Finally, the dates and location for Inforum 2016 were announced. Inforum 2016 will be in NYC from July 10 – 13th. You can register at Inforum2016.com and get early,early bird special which ends on March 24th.

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 18th, 2016 by

Dear Paul,

I understand synchronization is not a predominate deployment method for Infor CRM today, but our company still uses it. I am a new administrator and I wondered if you can provide an overview of synchronization? Can you also show me how to  tell the last time a user synchronized?

Yes of Course. Sync in general is a topic that takes quite a while to explain, and even more time to fully understand, so I will try my best to be thorough but concise. From an end user’s perspective, it is easy and that is the most important part.¬† In the Administrator, there are 2 dates that will be pertinent to the remote users. They are the ‚ÄėLast Send Date‚Äô and ‚ÄėLast Apply Date‚Äô. The ‚ÄėLast Send Date‚Äô is the last time the Sync Server sent files to the remote user. For the most part, this date should be fairly regular as files are sent to the remotes every sync cycle during the work day, depending on how this is configured. TEF files are sent to most (if not all) users when changes are made. The ‚ÄėLast Apply Date‚Äô is when the remote user sends files back to the HOST database. This date can vary more widely as it only gets updated when the remote user has files (made changes) to apply.¬† If the remote users are working inside of Saleslogix and syncing regularly, this date should be within the last few days.

There are a couple of tools that we have in place to automatically monitor the Sync Service that we¬† have modified from a partner¬†source. Notably a Windows Script that works well with Exchange server. There is a built-in Saleslogix tool called ‚ÄėSync Monitor Console‚Äô that you can open and view the status of the Sync process.¬† Let me start out with the built in tool.

1.¬†¬†¬†¬† The ‚ÄėSync Monitor‚Äô provides you with a GUI interface to see what the Sync Service is doing, and the date/time of the ¬†next scheduled¬†process job¬†along with historical jobs. It provides you with the window to make sure things are moving correctly. It is more of “pull” the status type of tool or specifically where you need to open the tool to check the status.¬† It is a good tool, but more reactive.

2.¬†¬†¬†¬† Simplesoft has built a couple of tools that allow you to monitor the Sync Service a bit more closely than just opening up a GUI interface.¬† Our tools are sent¬†by e-mail and come to you as a “push”. The first tool we have is our ‚ÄúSync Report‚Äô which provides you an e-mail on a scheduled basis telling you which users are syncing (and which are not) along with some vital information about the health of your Sync Server. I have attached a screen shot of ours from this morning.

Additionally, we have developed ¬†a scheduled job that has thresholds built in to allow you to tell when the Sync Service has stopped. I don‚Äôt have an example of that one to share, but it fires off an e-mail basically telling you ¬†‚ÄėThe Sync Server has not sent files in X period of time‚Äô. Both of our tools are built off the database tables used for the sync process and are set up through a Windows task scheduler and sends e-mail alerts. We recommend using a distribution group for the e-mail.

With the tools mentioned above, an Administrator can tell fairly quickly when there is an issue with the processes that run the synchronization engine. When  the operational  monitoring tools are put into place, corrections can be made before it becomes a bigger issue. You would then be working in proactive mode more rather than reactive mode.

We can help you to configure the Administrator to review the dates a little better by turning columns ‚Äúon‚ÄĚ for visual review. We can also help you implement the monitoring tools to see the process via e-mail.

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 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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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 18th, 2016 by

Dear Paul,

Is there a practical way to use active directory for creating user profiles in Infor CRM (Saleslogix) for my on-premise deployment?

Absolutely, thanks for asking!  Remember you can always reference the Help files, but please find the step-by-step instructions below.

Overview

The ability to login and use Infor CRM is determined by user profile in the Web Client.¬† There are additional actions that are determined by roles. You can create any number of users to Infor CRM if you have at least one concurrent license type added.¬† Typical users are setup with a Network license type.¬† With an ‚Äúon premise‚ÄĚ deployment, the most effective way to create a user profile is using the LAN Administrator and using the Windows import option using a template at the same time.¬† This allows the employee information to come from Windows AD settings and the rest of the tabs are set by a template setting.¬† Lastly, add the appropriate role to the user profile in the web client.

Scenario

One of the best practices for settings up users is to setup the user via the LAN Administrator. In this how-to document we will outline the steps to create a user profile to provide individuals who should have access to Infor CRM the access they need to get started.

Assumptions:  Windows Active directory users are accessible with employee information, licenses are available, template is setup, and administrative login credentials are available to the Administrator and Web client.

Overview Steps

Use the following steps to complete the setup confirmation:

  • Login to the server with the LAN Administrator.
  • Create the new user or users.
  • Confirm the tab settings.
  • Login to the Web Client.
  • Add Standard User role to user profile.
  • Test the user Access.
  • Share the results to the end user(s).

Detail Steps

Login to the server with the LAN Administrator.

  1. Connect RDP to the server with the LAN administrator installed.
  2. Login to the Administrator as admin user.

Create the new user or users.

  1. Select the Users icon on the right navigation.
  2. From the menu, Insert | Import Users -> From Windows…
  3. In the Search For area, type the name for setup
  4. Select the user Type option
  5. Select the template
  6. Uncheck Use Windows Authentication
  7. Select Create user(s) icon
  8. Choose OK

Confirm the tab settings.

  1. In the list of users, double click the user profile
  2. Select the Client System tab
  3. Confirm the Default Owner settings.
  4. Review the employee settings.

Login to the Web Client.

  1. Open Firefox and go to the URL of the web client.
  2. Login as the admin user.

Add Standard User role to user profile.

  1. Select administration.
  2. Select Roles.
  3. Select Standard User role.
  4. Select the ‚Äė+‚Äô icon to search for new user profile added.
  5. Add the new users to the Standard User roles.
  6. Select the Save icon to confirm the changes are saved.

Test the user Access.

  1. Login as the newly created user.
  2. Confirm the access to the menus and buttons on detail screens.
  3. Select Sales on the navigation.
  4. Confirm items include (Accounts, Contacts, Leads etc.) to confirm the typical Standard user access.

Share the results to the end user(s).

  1. Communicate to the end users and let them know that they have the ability to login and perform their routine sales, marketing, and support actions.

This is the best practice to create a standard user for a situation in which the business administrator has access to both the LAN Administrator and the web administrator access for setting up new users.  Additional considerations may need to be factored for custom configurations or differences in versions/releases over time.

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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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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