Using the filters in Infor CRM is a valuable tool for quickly sorting data. Did you know they are directly correlated to the group you are viewing? Filters are based off of what is in your layout…but note not ALL fields are able to become a filter. There is a way to create custom filters that is more of an advanced option that Simplesoft is happy to help with.

Let’s take a look at how easy it is to adjust in a few clicks!

You can edit your layout and filters within groups in each CRM entity. The ability to edit captions in the layout section of group editor is a great tool if you have customer fields you wish to rename.

See all our Infor CRM Quick Tips over on our YouTube channel.

Connect with a Simplesoft Consultant at 937-885-1204 or support@simplesoft.net.

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 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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