Upgrade Safe Customizations (Application Architect) New Dashboards & Group Dimensions CRM Workflow Improvements (Web Only) New Mail Merge Replacement (Web Only) Quotas & Forecasting (Web Only) Miscellaneous Improvements
v8.5.0.x: Upgrade Safe Customizations ( Application Architect) ‘Seamless upgrades’, meaning:
– CRM model is locked down
– Customizations are unaffected by future updates
– Upgrades to the next release are quick, easy and hassle free
– No need to re-analyze custom form changes
Automatic upgrades available with customizations in the Cloud 64-bit Application Architect support. Greatly improves performance v8.5.0.x: New Dashboards & Group Dimensions
Ability to add multiple data sources/sets for some widget types New, configurable graphical widgets, including: Funnel, Gauge, Donut Zoom and drill Filter Pie Charts, bar charts, Line Charts, and more to isolate data sets New dimensions to easily see data from This Week, Last Week, Last Month, Last Year, YoY, and more!
v8.5.0.x: CRM Workflow Improvements ( Web Only) Get notifications straight to your e-mail inbox when critical events or data changes Easily configure notification rules in a matter of minutes Bulk e-mail distribution groups and get ahead of shipping delays Approve discounts created from a notification with links embedded in your e-mail New review and approval process includes:
– Individual or group approval processes
– Configurable approval criteria
– Escalation support
– An updated template editor with numerous enhancements
v8.5.0.x: New Mail Merge Replacement ( Web Only) New server-side Mail Merge engine Ability to merge directly from the Web Client from any supported browser Easily merge and create Quote or Order templates Create your own templates easily with the new Web drag and drop interface Now supports mail merge with Contacts associated with Quotes, Sales Orders, Tickets, Contracts, and Returns, in addition to Accounts and Opportunities v8.5.0.x: Quotas & Forecasting ( Web Only) Ability to establish Quotas for all sales reps Visibility to current and future Opportunity forecasts Live tracking against defined quota, i.e., am I going to get my commission?!? What-if snapshot view (daily, weekly, monthly) Automatic calculations based on sales period Ability to add or remove Opportunities (Detail) v8.5.0.x: Miscellaneous Improvements Added Microsoft Office 64-bit support for the Windows client The Account detail view Contacts tab now displays Status and Preferred Contact information Contact lookups are now filtered to exclude inactive Contacts Inactive Products can no longer be added to Opportunities, Quotes, or Sales Orders
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Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton OH surrounding areas. We provide implementation, integration, development and training for Infor CloudSuite CRM (formerly Saleslogix). 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.