Richard Cookson Content Writer

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.

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

Enable SQL Views in Infor CRM

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... read more

Addresses in InforCRM / Saleslogix

You may have noticed that in recent versions, InforCRM introduced the concept of “Primary”, “Primary Billing” and “Primary Shipping” address. This has been a source of confusion for many long time InforCRM / SalesLogix users since... read more

Infor CRM / SalesLogix – Splitting Up the Values from a Multi-Select Picklist

Customer Question: I have values in a multi-select picklist. Unfortunately many of them no longer exist in my picklist definition. How do I clean these up? Answer: The challenge here is that these values are saved as comma separate values in a single field in the... read more

Setting Up the Infor CRM Desktop Manager

While Infor CRM works on most browsers, there are certain features that require the installation and configuration of the Infor CRM Desktop Manager. These features are: Mail Merge (Currently only works with Internet Explorer 32 bit and a 32 bit version of... read more

New Group Options Available in InforCRM/SalesLogix v8.1 CU03

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... read more