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September 4th, 2020 by

A key to CRM success is defining your users. There are several types of Users that we commonly see our customers need; however, you may have more or less depending on your company structure. This is an important step in the set up of CRM but can be adjusted after deployment if necessary.

Here’s a look at the most common types of Users companies have:

Data Steward: This user keeps the data clean and promotes the standards for data entry. Sometimes the data steward is also the Admin user.

Power User: These are your users who are the expert level in CRM. They do all the training and stay up to date on how to navigate and use CRM. These users should also help you in promoting user adoption to the other users.

Standard User: These are all your daily users; they have standard roles assigned to them.

Marketing User: These users are creating the campaigns, landing pages, and other marketing efforts in CRM. They should be making sure to create access points in CRM for all other users to see the marketing analytics.

Administrator: This user is typically someone in IT. They would have access to everything in the database that you never want other users having, such as Delete, Merge, Pick List editing, etc. Keeping these functions locked down will contribute to data integrity.

Again, depending on your company structure some of these roles may be combined or expanded on. Many of our customers have leadership that have to wear many hats. CRM is ideal to help in streamlining your duties. There are different types of users even at leadership level; read more in our white paper.

Would you like to discuss the bigger picture with Infor CloudSuite CRM at your company? Connect with a Simplesoft Consultant at support@simplesoft.net



Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton region and offices in Cleveland, OH¬† and Charlotte, NC. 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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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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Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

 

 

 

 

 

 

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August 23rd, 2016 by

Mark PeroneIn my last article we took a journey to a company implementing new CRM software. Fast forward a few years and many of you have walked this next path we are wandering down. On this imaginary (or may be not so imaginary) trip you realize your managers are once again using spreadsheets to collect and analyze sales data and your users are frustrated with the amount and frequency of information they are required to provide. They are asked to use CRM and enter data into the many spreadsheets and email requests they receive from different departments.

This is the scene in the majority of CRM deployments. Why?

bigstock-Back-view-of-businessman-drawi-50087996

Fully developing a CRM Solution has 4 parts:
Strategy, People, Process and Technology
Once an organization gets a good sense of its people and assigns roles within the CRM implementation team, the next phase in the Balanced Scorecard Approach to Customer Relationship Management is a serious look at how the processes within the contributing departments line up. The majority of our focus helps organizations bridge gaps from where they are today, to where they want to be. Before we can truly get a solid return on investment, by streamlining work flow and making tasks easy to complete within a given job task silo, some observation is needed. Let’s talk about process orientation in The Simplesoft Solution.

Process: Activity to Progress
Fundamentally, CRM is a group of people processes captured in a familiar environment. By design, the CRM environment is acted on by multiple perspectives such as Marketing , Sales, Customer Service and Accounting. The successful CRM driven organization will take a comprehensive inventory of what happens in a sequential order. This allows a company to capture activity that supports progress.

First Steps: Know the strengths and weaknesses of your workforce. Once you decide who is going to be in your work groups and an impromptu assembly line starts to establish itself. Aligning people by job task for practical efficiency isn’t the simplest of change management exercises, but it is the most effective way to evolve progress without squandered activity. By assigning people similar duties, each person should start to depend on the information presented by the person preceding their job task. This creates a natural course of accountability and helps you stay more focused on comparative job task analysis.

You might consider outside help with the breakdown of organizational activity to guide process orientation. Because our products have intelligent flexibility native to their functional workflow, nearly any company can adapt current workflow into our software solutions. Built into our software suite is the unique perspective of the user from varying organizational silo’s accessing our solution. The Simplesoft Solution is positioned to leverage the activity of your company from the top down or bottom up.

What this means to you: System use for every representative level in your organizational hierarchy is provided a place at the enterprise software table. We have high level big data visibility down to work in progress insights to orient standard users on predetermined key performance indicator dashboards. Many of our clients have found the starting point for CRM implementation is mapping out organizational processes.

Mapping out your process
What pain points in your business processes does Infor CRM need to fix? (Defined Progress)
We recommend mapping out the flow of each step in your current organizational processes to help define how they will be managed in Infor CRM. This presents a collaborative opportunity to gain clarity on how well your processes are currently working. Additionally, your group will identify how Infor CRM can improve efficiency, often by removing duplication of effort and applying greater process automation. Simplesoft can provide a wealth of expertise to support re-engineered work-flow by utilizing Infor CRM functions to elegantly organize and achieve your defined goals.

Look for more articles in our series ‚ÄúThe Rear View Mirror‚ÄĚ and learn more ways to improve CRM adoption from Simplesoft Solutions. We will focus future articles on each pillar of Strategy, People, Processes, and Technology.

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

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June 6th, 2016 by

Come with me on a journey to a company implementing new CRM software. The size and industry of the company do not matter for now. As the scene opens, employees are gathered for training on ‚Äúnew” CRM software, all talking to each other wondering what their co-workers might know. The training instructor enters the room.¬†As the training progresses, the employees are looking at each other trying to understand how this is going to work for them. Some brave souls in the training session begin to voice their concerns. “What, this isn’t going to work. They expect me to do all that with every single call?”

This is the scene in the majority of CRM implementations. Why?

Infor CRM Project Meeting - Simplesoft's Balanced Score Approach to CRM

Have a Vision and Know Your Processes to Maximize CRM Utility

The most important part a decision maker can play in any software implementation is to make sure all stakeholders are considered in the CRM decision making process. Requiring the organization to document its day-to-day operations is a critical step in making sure all stakeholders and their current processes will be supported by any new enterprise software. There are a number of qualifying questions all company leaders should be asking regarding the way business is being done today.

Questions to ask as you develop a CRM implementation Strategy:

  • What perspective are you considering when planning for an implementation of an enterprise software solution?
  • Are all employees aware of the¬†contribution they make to the greater good?
  • Is the entire¬†organization properly accountable to what and how work is done?
  • Are you ready to renew your understanding of workflow and can you¬†carry the flag in the¬†crusade to develop a revised definition of your organization‚Äôs day-to-day operations?

By choosing a new CRM solution, the course of business will change forever for all employees.  Yes, ALL employees. Whether directly acting in the CRM solution or using information contained in the system, organizations are forever changed when consciously reorganizing customer information under a CRM. Involving frontline users in the definition of software requirements and even in the selection process will improve the ease of implementation and adoption. The idea of implementing a CRM, after all, is streamlining employee interaction with customers and developing a detailed method to study your customer relationships. Specifying who will do what, when, and why are the precursors to generating a process orientation.

As a tenured Infor CRM channel partner, Simplesoft Solutions has driven business solution implementations and training for companies large and small. Throughout our 20+ year history, we have determined a company’s vision statement for CRM is the first step to comprehensively defining the framework for the entire solution. We work with our clients using a Balanced Scorecard focusing on four pillars of Strategy, People, Processes, and Technology. Proper planning and implementation in all four areas is key to strong CRM engagement.

Look for more articles in our series “The Rear View Mirror” and learn more ways to improve CRM adoption from Simplesoft Solutions. We will focus future articles on each pillar of Strategy, People, Processes, and Technology.

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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April 26th, 2016 by

Paul Hansford from Simplesoft Solutions traveled to Boston April 14th Р16th to participate in a professional panel with 10 people from across the US. This group was selected through their work in the data industry and was chartered to build an occupational profile for a middle-skilled Big Data specialist. The group was led by the Oceans of Data Institute of the Education Development Center, Inc. (EDI) and their work was observed by Community College professors. This event was supported through funding from the National Science Foundation. The outcome was a drafted occupational profile that describes the specific skills, knowledge, and behaviors needed to compete in a data-centered economy.  The next step in the process will be reaching out to peers to have them review the work that was completed to check for gaps and/or improvements.

All of this work is very similar to a previous profile (see below) designed for the tasks involved with the work of a data scientist role.

http://oceansofdata.org/our-work/profile-big-data-enabled-specialist

The projected quantity of data is growing each year and the clique that data is ‚Äúeverywhere‚ÄĚ in a sense is true.¬† There is a strong need to promote data literacy and incorporate data-driven thinking into our daily lives.¬† Our economy is increasingly defined by data as is our knowledge and skills for using it effectively.¬† Our stakeholders and customers are demanding an increase in results that help make sense of the data in place. Simplesoft was pleased to be able to contribute to the larger picture by having a tenured consultant like Paul share his data expertise. Paul has a unique set of skills to lend to this project with his 20 years of data consulting expertise and his more recent experience teaching at the collegiate level.

Paul was energized by his participation in this valuable work and commented, ‚ÄúIt was a real honor to contribute to the work in the world of data and databases. Organizations of all kinds are looking for data to help them transform their business model and increase productivity.¬† I am grateful for the opportunity to be a part of this highly important discussion.‚Ä̬† Simplesoft has highly skilled data specialists with a range of experience in system¬†integration, business intelligence, CRM, and marketing automation tools.¬† We are looking forward to seeing the finished work.

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 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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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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June 9th, 2015 by

Infor CRM v8.2 has been released and is now available through the Infor Xtreme Support Portal. The newest release contains many enhancements to usability options and administrative functionality. We are pleased to see so many features our customers have been requesting such as a more accessible Account/Contact import tool and better group management. Take a look for yourself by viewing the¬†recorded webinar demonstration of Infor CRM v8.2 –¬†click here.

Below is a summary of the key features in this release:

  • Enriched user interface styling and behaviors with adjusted text boxes, grids, navigation menu and personalization options
  • New import tools for contacts and accounts using CSV, Outlook, and other delimited file formats with configurable field mapping
  • Ways to create new filters and new metrics via Web Admin roles so you don‚Äôt have to rely on Application Architect (shown below)
  • Self-Service portal which allows users to request password resets
  • LAN has been Infor CRM branded

The new Filter Manager (shown below) allows admin users to release more filters and metrics used on the built in Web Dashboards through the Admin Client interface rather than Application Architect.

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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May 19th, 2015 by

What happens when you have a system like Infor CRM and you add users?  Not just add users, but make sure they are not trained and there are no policies and procedures for them to follow.  Compound this scenario with no concept of data and how the data will be used to create outputs (analytics, dashboards, and reports etc). Well, bad things can and do happen to good systems.  This is not the way to make smart business decisions, grow your business, or utilize a CRM investment in your front office functions.

Infor CRM is an incredible system that allows for customization flexibility and process management.  However, if you unleash a system to users without any guidance or usage basics there will be consequences for storing all that mismanaged data.  Through many unintended actions you will have created a hot data mess.  A hot data mess can dramatically affect your bottom line in expected and unexpected ways.  It is already a challenge when introducing a new system to users so make sure that you have put some thought into how you are launching and the process to make it more manageable.

How does an Infor CRM Administrator or an application Data Steward manage the expectations upfront and create a well-oiled machine (to prevent a nightmare on Elm St)?

‚ÄĘ Have a governance plan in place
‚ÄĘ Identify a Data Steward
‚ÄĘ Build a set of policies and procedures
‚ÄĘ Configure the system tools
‚ÄĘ Train to the usage¬†procedures (initial, refresh, new employee)
‚ÄĘ Monitor the results (using tools like KnowledgeSync, or data cleanup tools like DQ Global)
‚ÄĘ Offer incentives for winning (keeping customers happy with high quality results)

With interactive systems, like CRM, we are constantly adding, removing, updating, and importing records. This is called Data Management and your company should have a plan in place to make sure the data changing is not causing the system usage issues.  This will have a positive impact on acquisition of new customer as well as maintaining profitable relations with customers, partners, and vendors alike.  If you find yourself unsure about where to start, we are encouraging our customers to start by identifying a Data Steward for each user group of CRM within their organization. The Data Steward can begin to define the data requirements for their user group and then work backwards to clean up what has gone astray.  If you need assistance from Simplesoft, we have various levels of Data Cleanup Services.

Data management does not have to be complex, but it does need governance and care.  Taking care of data is one of the three pillars to CRM success that helps to support user adoption. CRMs are always pushing the limiting of technology and with platforms expanding (mobile, tablets and others) we must make sure the tools keep step with the users to enhance productivity.  Good things will happen when CRM is put into place with users trained, processes documented, and a data maintenance plan in place.
‚ÄúAre you upset little friend? Have you been lying awake worrying? Well, don’t worry…I’m here. The flood waters will recede, the famine will end, the sun will shine tomorrow, and I will always be here to take care of you. -Charlie Brown to Snoopy‚ÄĚ
— Charles M. Schulz

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 26th, 2015 by

Infor CRM has released update set 05 for Saleslogix v8.1.0. These updates re-brand Saleslogix to Infor CRM and also address reported defects.

Re-branding of the Saleslogix interface has taken place and here is the new look! As you can see the colors and logo have changed as well as the general tab and button appearance.

*All current updates to Infor CRM v8.1.0 (Saleslogix) are cumulative and contain all preceding updates.

SNC Update 05 for Infor CRM v8.1.0 (Saleslogix)

Prerequisite: No prerequisites except a currently working Infor CRM v8.1.0 environment.
The summary of the fixes are listed below:

Defect Description
13091852 In an Oracle environment, when users with full Administrative Role privileges attempt to create a user from a template, the error “Access Denied – Administrator Access required” displays.
13093779 Remote databases upgraded from a version prior to 8.1 are missing views.
13094101 In the Windows Client, SpeedSearch does not search on the History entity.
14095573 Ticket Activity ‚ÄúCharge Type‚ÄĚ picklist does not return results when using the ‚ÄúStarting With‚ÄĚ or ‚ÄúContains‚ÄĚ operators.
14095768 The legacy GetPropertyOf function returns corrupted characters.
14095845 In a localized Windows Client, the Dashboard Options view displays corrupted characters.
14096145 Importing Leads in the Windows Client causes the error “An error occurred executing active form script (System:ImportLeads) Error calling method cmdImportClickconvers”.
14096203 The Reporting Assistant should be localizable.
14096388 When adding a group to a campaign using the “Add from Group” option, the error “An error occurred executing active form script (System:Manage Targets)” occurs.
14096404 In the Windows Client with UK regional settings, if the Campaign Manage Targets dialog box uses a group that is based on a modified date that is not in the standard US or UK date format, an error occurs.
14096418 In a German localized Windows Client with Advanced Outlook Integration, the Invite Contact email corrupts extended characters.
14096424 In a German environment or an environment with German regional settings, the Literature Requests view displays corrupt characters.
14096439 In a Korean Windows Client, some toolbar characters corrupted.
14096528 In a localized Windows Client, extended characters in the Mail Merge dialog box are corrupt.
14096544 In a localized Windows Client, extended characters entered in the Toolbars Editor are corrupt.
14096583 Any user should be able to log on to the Reporting Assistant.
14096605 When the database connection is changed in Application Architect or the Reporting Assistant the extended properties are updated for all connections in the registry under HKEY_CURRENT_USER\Software\SalesLogix\ADOLogin to include TIMEZONE=NONE.
14096625 The Administrator help needs to specify that Advanced Outlook Integration and Outlook Sync are not compatible and may cause duplicates if both are running.
14096670 In the Administrator, Execute SQL does not show the contents of Blob fields.
14096686 The Xbar Go to SLX does not work if the Windows Client takes too long to open or if a dialog box displays upon opening.
14096687 The Xbar Go to SLX sometimes opens the Windows Client in the background.
14096748 The Administrator help Windows Authentication steps need to be updated.
14096749 In the Architect, setting a function argument for a new toolbar button causes the error: “Internal Error: OnCreateNodeClass. ItemClass must inherit from TTNtTreeNode.”
14096756 In a localized Windows Client extended characters entered in the Lead Detail view Notes are corrupted.
14096772 Query Builder View SQL for new group displays ValueParam0 instead of the condition value.
14096842 Upgrading a Remote Client from 7.5.4 to 8.1 and then using the Outlook sync Connection options Test button in Outlook causes the error “Invalid table name” to occur because the Outlook sync options views were not in the remote database before the upgrade.
14096877 In a localized Windows Client, some labels do not display on the Add Contact/Account Information dialog box.
14096879 In a Russian localized Windows Client, extended characters are corrupt on the Schedule Phone Call and Schedule Meeting dialog boxes.
14096895 In a French localized Windows Client, an error occurs during a lead import when inserting matching fields.
14096904 In a French localized Windows Client, extended characters are corrupt in Notes/History tab records.
14096910 In the Administrator, when adding Network users and importing user information from Windows the list may be empty.
14096919 In a German environment or an environment with German regional settings, extended characters are corrupt in the Literature Request cover letter created from a mail merge.
14097018 Running silent parameter installs does not install patches automatically.
14097020 In the Architect, when a label is set to enabled=false using code the label does not redraw when the enabled is set back to true.
014097027 In a localized database, the Lead Source Status is not translated.
14097044 Modify the Windows Client, Administrator and other executables to correctly handle the UTC offsets
14097081 Changing the contact on an activity does not save and reverts back to the original contact.
14097153 In a Russian localized environment, when installing a bundle on a Russian operating system Cyrillic characters appear corrupted.
14097182 Outlook integration does not offer an option for using ad hoc groups as distribution lists.
14097201 The policy.8.1.Sage.SalesLogix.NetExtensions.Framework.dll needs to be rebuilt whenever the  Sage.SalesLogix.NetExtensions.Framework.dll is rebuilt.
14097270 Include the localization resource file for the Reporting Assistant.
14097314 SLXLoggingTrigger.dll does not have a file version or copyright.
014097352 Rebrand CRM views in Microsoft Outlook.
14097368 Rebrand the Sales Client.
14097442 In a Russian environment, the Architect Project Manager is blank.
14097523 In the Administrator, rebrand Send SLX to Send to CRM in the Outlook options.
14097536 In the Architect, when a Widget type plugin has a family value, the value does not display which causes problems when trying to update the plugin
14097541 In Outlook, replace the icons for Record to History, Sync Now, Options and Send to CRM.

Web Core Update 05 for Infor CRM v8.1.0 (Saleslogix)

Prerequisite: SNC Update 05 is required to have been applied to the environment prior to applying Web Core update 05 to your system.  Please be sure to read the documentation thoroughly if you plan to apply these updates to your system.
The summary of the fixes are listed below:

1-79577 Duplicate Contacts occur when adding a Contact group to a Campaign when the group has duplicates hidden by using the Return Distinct Rows Only option.
13091368 In the Application Architect, editing a quick form does not expose the ClientBindingMgr instance.
13091445 When changing Opportunity Status to Closed-Won, an error occurs depending on how an Asset was added.
13092302 When a user adds a new group, duplicate values display when CONTACT.TYPE is added as a condition.
13092487 In the Query Builder, when editing a condition, the Date Conditions in Groups intermittently shows an incorrect value.
13092714 Searching by phone number using Lookup Main Phone returns all records when pressing the Enter key instead of clicking the Search button.
13093269 In a grid, columns with user data display Id’s instead of names for some users when there are more than 100 users in database.
13093686 When clicking the Contact link of a drag and drop email under the Opportunity Notes/History Tab the message ” the entity you have requested cannot be located.” is displayed.
13094372 When a pick list that stores code is displayed in an editable grid, the pick list column shows the code not the text.
14094526 In a localized environment, the links to the Getting Started Guide and Quick Reference Card do not open the localized versions.
14094845 The Received date and Last Updated date in the Ticket List view displays as one day after the actual Received and Last updated date.
14094933 Changes to the tab order in Account Detail view do not save.
14095040 Sorting columns multiple times causes a group list to display blank records.
14095206 The Report Manager CurrencyParameter kind prompt does not work causing a parameter error when a report is run.
14095333 Export to Excel of Lookup Results exports a 0kb file.
14095529 In Customer Portal groups for Account, Contact, or Opportunity entities do not show.
14095536 An error occurs when extended characters are entered as search criteria in any of the Lookup dialog boxes.
14095542 Performing a contact Lookup by Birthday shows results for contacts with a birthday one day after the selected birthday.
14095560 Date Only fields display the time with a GMT conversion resulting in incorrect dates.
14095700 The Web Client Library will not display more than 100 files in a folder.
14096087 The Group List in the detail view sometimes resets to the first record in the list.
14096088 When exporting to Excel against a filtered group, the warning message indicates that number of records to be exported matches the filtered count rather than the full group count.
14096124 The Contact Association tab may hang after adding five or more associations to a contact.
14096141 In a French localized environment, the Reporting dialog boxes require some user interface changes.
14096164 When moving a contact to another account in the Mobile Client the error “A server error occurred while requesting data” error displays.
14096190 On the Log on screen the “Find out more…” link does not display localized help files.
14096202 The reporting related assemblies should be localized.
14096230 After deleting the mobile portal, the portal cannot be re-installed.
13092487 In the Query Builder, when editing a condition, the Date Conditions in Groups intermittently shows an incorrect value.
13092714 Searching by phone number using Lookup Main Phone returns all records when pressing the Enter key instead of clicking the Search button.
13093269 In a grid, columns with user data display Id’s instead of names for some users when there are more than 100 users in database.
13093686 When clicking the Contact link of a drag and drop email under the Opportunity Notes/History Tab the message ” the entity you have requested cannot be located.” is displayed.
13094372 When a pick list that stores code is displayed in an editable grid, the pick list column shows the code not the text.
14094526 In a localized environment, the links to the Getting Started Guide and Quick Reference Card do not open the localized versions.
14094845 The Received date and Last Updated date in the Ticket List view displays as one day after the actual Received and Last updated date.
14094933 Changes to the tab order in Account Detail view do not save.
14095040 Sorting columns multiple times causes a group list to display blank records.
14095206 The Report Manager CurrencyParameter kind prompt does not work causing a parameter error when a report is run.
14095333 Export to Excel of Lookup Results exports a 0kb file.
14095529 In Customer Portal groups for Account, Contact, or Opportunity entities do not show.
14095536 An error occurs when extended characters are entered as search criteria in any of the Lookup dialog boxes.
14095542 Performing a contact Lookup by Birthday shows results for contacts with a birthday one day after the selected birthday.
14095560 Date Only fields display the time with a GMT conversion resulting in incorrect dates.
14095700 The Web Client Library will not display more than 100 files in a folder.
14096087 The Group List in the detail view sometimes resets to the first record in the list.
14096088 When exporting to Excel against a filtered group, the warning message indicates that number of records to be exported matches the filtered count rather than the full group count.
14096124 The Contact Association tab may hang after adding five or more associations to a contact.
14096141 In a French localized environment, the Reporting dialog boxes require some user interface changes.
14096164 When moving a contact to another account in the Mobile Client the error “A server error occurred while requesting data” error displays.
14096190 On the Log on screen the “Find out more…” link does not display localized help files.
14096202 The reporting related assemblies should be localized.
14096230 After deleting the mobile portal, the portal cannot be re-installed.
14096234 Date fields added to the LookupProperty do not convert from JSON date format.
14096235 The Sage.Saleslogix.Activity.dll History class truncates a Description greater than 64 characters.
14096259 When associating a contact to an asset after the original associated contact is deleted, the error: ‚ÄúNo row with the given identifier exists‚ÄĚ is returned.
14096293 In Reports, multi-selection “contains” does not filter some non-alphanumeric characters.
14096310 In a localized environment, the Account Summary view contains untranslated strings.
14096402 There are styling issues in the Reporting parameter widgets.
14096413 When exporting to Excel, sometimes the results are different from the group being exported.
14096417 Export to Excel with filters exports all of the records, not just the ones that meet the filter criteria.
14096503 When completing an activity where the Result is set to In-Process, the error “The data in one or more fields has exceeded its limit. HTTP status: Internal Server Error (500) is displayed.
14096505 Add filters for reporting list view filters.
14096540 When performing a lookup from the Dashboard the message “No records found” displays.
14096567 Dragging and dropping an email into Opportunity Notes/History creates a History record with a ContactID value that contains the prefix ‚ÄėJ‚Äô.
14096608 Outlook sync removes contacts from Outlook if contacts are in a group based on a shared ad hoc group.
14096619 When editing a scheduled job with range values, the range values should be blank.
14096626 On the Complete Activity page, repeatedly hitting either “Now” or “As Scheduled” results in duplicate History records.
14096629 Assigning activities and history to another contact when moving a contact does not correctly reassign the activityattendee and historyattendee records.
14096641 The default sort for the Attachments tab should sort the Modify Date/Time in descending order so that the newest records are on top.
14096647 In a localized environment, the Mobile Total History chart does not display localized content.
14096668 In the Application Architect, when using Create Manifest by Project Differences, receive an “Application Exception Value Cannot Be Null” error.
14096678 In the Mobile Client, the ‘Total Accounts’ KPI displays different records than in the Web Client.
14096683 Clicking the OK button multiple times when scheduling an activity creates multiple copies of the activity.
14096699 Filter manage searches for a native “ICollection” match when inferring table names through collection properties.
14096700 When basic/digest credentials change without closing browser, the group context needs to be recreated to prevent context leaks between users.
14096738 For X3 integrations, the Sales Order real time data view grid goes blank when scrolling down to the bottom of the list of records if the list has more than 25 records.
14096774 Reporting database values are not displayed for dynamic parameters.
14096784 There are missing, mismatched, and extra keys in the SR localization resources.
14096789 Remove the SData IsValid check just prior to filter execution in order to improve performance.
14096813 Viewing a group in list view mode generates two identical requests for the same group count which negatively impacts perfromance.
14096814 Reduce the number of group data queries generated in group list view mode to improve performance.
14096836 When scrolling the Groups list the group count query is duplicated with each scroll.
14096839 Increase the number of records retrieved in the extended group list from 25 to a more optimal value.
14096850 Export to Excel may export the records for a different user.
14096861 Navigating from group to group when there are a large number of groups (9000 or more) can take a long time and may even result in the Web Client timing out.
14096868 The activities endpoint returns an unexpected time for StartDate in a Mobile 3.0.4 on version 7.5.4.
14096874 When running a report with a sub-report that contains dynamic parameters, the following error occurs “The “Account:Account Detail” report cannot run or be scheduled because it is invalid for the following reason(s): “The dynamic parameter “Dynamic Subreport Parameter” (“Enter ACCOUNT:”) is invalid: The native dynamic parameter information could not be located the dynamic parameter ‘Dynamic Subreport Parameter’. “
14096875 Incorrect records are exported when groups that contain certain greater than or less than date condition are exported to Excel.
14096907 Users created from a template in the Web Client are missing Calendar access to Other Calendars.
14096920 Attachments with brackets in the name are not uploaded correctly.
14096921 Customer Portal groups using OR conditions may display Tickets associated with other accounts.
14096928 The activity rollover job fails when a contact is associated to an activity but the contact’s account is not associated with the activity.
14096929 Change .List calls to .Count calls in the Business Rules project.
14096931 The SData request used to retrieve a list of users only retrieves the first 100 users.
14096948 When exporting to Excel from the Lookup Results tab the call to GetGroupsNodes() fails with the error “An error occurred requesting job manager”
14096952 When a custom filter is added to the Activity Entity, the Activities List view groups and filters no longer display.
14097029 If a dynamic parameter is not mapped the Report Manager should display an error.
14097070 In an Italian localized environment, when logging on to a Firefox browser with Italian language settings, the page does not load.
14097103 In Query Builder, If two like fields are marked as Entity Linked, the hyperlink will always take you to the second link.
14097107 When disassociating a user from a department on the Web Client, the SECRIGHTSID records are not properly removed .
14097121 Under certain conditions, the Activities Ssystem SData endpoint returns the wrong value in $totalResults.
14097132 After navigating between groups, the record count may be incorrect.
14097163 Navigating through the new portal wizard and changing the specified portal alias does not update the auto populated virtual directory on the next page.
14097164 After creating a new portal the support files are nested under an extra “SupportFiles” folder.
14097165 The Quickforms Checkbox does not paint correctly to show caption alignment
14097179 The Saleslogix.Reporting.Jobs.dll should be deployed to the SlxClient and SData portals.
14097318 Groups defined to return DISTINCT values may fail with a stack overflow error if the group SQL cannot be parsed by the SLXOLEDB.
14097320 After Web Client failure and IIS restart, some users are logged off when they view activities or calendar related views after successfully logging in.
14097322 Improve Offline Web Client performance.
14097383 Clear All does not correctly clear User Lookup filters on Activities.
14097385 The Sage.Integration.Server may cause an unhandled NullReferenceException which terminates the ASP.NET worker process.
14097398 The fslog (fail-safe log) folder should be configurable.
14097399 An Oracle query cannot include more than 1,000 items in an IN clause.
14097412 After selecting the deploy target checkbox, the field is not updated for remote users, which means the target may be skipped when trying to do a deploy all.
14097416 Filtering reports by create date causes an error to occur.
14097445 In Query Builder it should not be possible to save a query where “End” is not the last condition.
14097461 When creating repositories internally, the EntityFactory class doe snot map
proxy in stances to their associated POCO type. 14097478 Improved implementations of the GetTableName and GetFieldName methods.
14097520 In the Application Architect Entity Wizard, the grid of columns does not display.
14097553 The GroupInfor.extractTableAlias method causes an if the column parameter is null.
14097558 The Open Opportunities, My Activity Trend, My Completed Activities by Type and Recent Lead Creation History widgets do not load.
15097707 Occasionally users are unexpectedly logged out of the Web Client.

Web Model Update 05 for Infor CRM v8.1.0 (Saleslogix)

Prerequisite: Web Core Update 05 is required to have been applied to the environment prior to applying Web Model update 05 to your system.  Please be sure to read the documentation thoroughly if you plan to apply these updates to your system.

The summary of the fixes are listed below:

13091818 Remove the splitter bar from detail views so that all areas of the screen can be accessed at low screen resolutions.
13092241 The slxdata.ashx (SData Handler) does not enforce the portal security.
13092388 When creating or editing campaign tasks changes to the Assign To, field does not save.
13092544 In a localized environment, pick lists with extended characters in the pick list name do not display correctly in the Web Client.
14095236 ComboBox controls with a large number of items should scroll.
14096252 Debugging Dialog actions does not work with MS Visual Studio 2013, using the default web.configuration settings.
14096253 German translation changes for Outlook Sync.
14096302 In an environment with Multicurrency enabled, the opportunity product Adjusted Price (User) does not retain a manually entered value.
14096338 In a localized environment, some Dashboard columns on the Welcome page are not translated.
14096536 Opening the Contact Detail view Notes/History tab takes a long time to load.
14096541 When performing a search from the Add Targets view, the Add From Group tab does not remain in focus.
14096705 An error should be returned when calling SData instance service operations with missing entity context.
14096706 SData should support the passing of entity context by resource selector in the request URL.
14096844 Using SendSLX with an Outlook E-mail template (oft file) does not send changes made to the body of the E-mail.
14096854 In an environment with Multicurrency enabled, the sales order product Adjusted Price (User) does not retain a manually entered value.
14096892 Rebrand the Web Client for Infor CRM.
14096893 When using SendSLX or Record to History and there is a contact in the To field and CC field, the error message “Could not process SendSLX message: Object reference not set to an instance of an object.” displays.
14096967 Rebrand Customer Portal for Infor CRM.
14097043 On some machines the Sage Saleslogix Desktop Integration Module Helper causes errors.
14097056 Rebrand localized resource files for Infor CRM.
14097186 The Grouplayout.resx files are not deployed in the SData portal.
14097353 Rebrand Outlook sync and Outlook Integration elements within Microsoft Outlook for Infor CRM.
14097365 Rebrand Desktop Manager for Infor CRM.
14097400 When there is an ASP.NET application shutdown, the reason, a message, and a stack trace should be logged.
14097410 A portal error occurs after a dynamic entity is added to a project model.
14097542 Change the icons for Record to History, Sync Now, Options and Send to CRM that appear in Outlook.

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.

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

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