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Anosh Wadia | CRM Project and Technical Manager

Experienced Project Manager with a demonstrated history of working with CRM software applications as well as general application development. Skilled in analyzing business processes, solution architecture, systems integration, and software implementations. Certified in Infor CRM and Salesforce along with experience with Sugar CRM and Microsoft Dynamics CRM.

Anosh Wadia
CRM Project and
Technical Manager

Experienced Project Manager with a demonstrated history of working with CRM software applications as well as general application development. Skilled in analyzing business processes, solution architecture, systems integration, and software implementations. Certified in Infor CRM and Salesforce along with experience with Sugar CRM and Microsoft Dynamics CRM.

Contact Naming Conventions in Salesforce

In Salesforce, you need insight into your business and your data and that starts with the people you’re doing business with. In Salesforce, you store information about your customers using accounts and contacts. Accounts are companies that you’re doing... read more

Merging Unrelated Records in Salesforce Lightning

Salesforce has great features that allow you to prevent duplicate records from being added. Using a combination of Duplicate Rules and Matching Rules, you can prevent duplicates from being added and also merge existing duplicate records that exist. However, you can... read more

Tips for Data Migration to Salesforce

Migrating your data to Salesforce should be considered a serious task. Migrating bad data causes adoption problems, customer relationship issues, decrease review and diagnostic problems. A data migration strategy should be put into place that includes stakeholders... read more

Write Menu Missing within Infor CRM

You have Xbar installed, so why isn’t your Write menu showing? You want to do a mail merge or send an email. The sales department has created all these wonderful email templates to use but you can’t find them because the Write menu isn’t there… Using... read more

Is Your Xbar Missing?

So, you have been using Xbar and love all the great features, but oops Xbar just disappeared. Now what? Xbar missing is an easy fix, just follow the options below: From Microsoft Outlook Go to File|Manage: COM Add-ins If you see the XBAR listed as disabled (similar to... read more

Add or Edit Crystal Reports in Infor CRM / SalesLogix

Reporting in Infor CRM is done using Groups and Dashboards, using Crystal Reports, or using a BI tool like Qlikview or Spotfire (although these are add-ons and not available in typical installations). In most use cases, however, Groups and Dashboards meet the users... read more