by Anosh Wadia | Jun 22, 2017 | Blog, Customer Relationship Management
As powerful as Infor CRM groups are, they, unfortunately, do not allow you to aggregate data. Your options are either to create a report, export to Excel, or create a dashboard to summarize information. However, you can summarize record level data using SQL Views in...
by CRM Team | Feb 9, 2017 | Blog, Customer Relationship Management
Building groups in Infor CRM can be daunting. However, it is possible to take some of the difficulty out of building these groups. The following are some steps to follow when trying to make groups work within Infor CRM. 1. If possible start with a lookup. The lookup...
by Anosh Wadia | Aug 21, 2015 | Blog, Customer Relationship Management
Version 8.1 CU03b of Infor CRM / SalesLogix introduced some really handy group options. Columns setting Hide extended group list on record selection Stay In Detail View on Lookup Display Extended Group list on Lookup These options can be accessed when you...