Build Groups within Infor™ CRM
Building groups in Infor CRM can be daunting. However, it is possible to take some of the difficulty out of building these groups.
Using Salesforce: Multiple Bids, Multiple Contractors, Single Job Opportunities
With Salesforce in many instances, clients will need to create an opportunity for each quote that goes out the door. For example, they bid 1-project to 10-contractors; they often will need to create 10-Salesforce opportunities. This can create a pipeline that is...
Salesforce Integration Time
The integration of applications into Salesforce is heavily dependent on many factors. While Salesforce has a very robust API, the capabilities of other applications often becomes the single contributing factor to the time and complexity of integrating with Salesforce....
5 Best Practices of Extending CRM – Solutions for your Business
Customer Relationship Management (CRM) will provide a 360-degree view of your customer, especially when integrated to back-end systems such as your ERP, sales, or e-commerce systems. Read on for these CRM Best Practices. By implementing the 5 Best Practices of...
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...
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...
How to Enable HTTPS on Apache in CentOS
Many of our customers host SugarCRM on Apache on CentOS. We strongly recommend enabling HTTPS in any production environment and I’d like to share the steps to enable this. In this blog we would be using a signed SSL certificate not a self-signed one but in...
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...
Including Custom JavaScript in InforCRM
When you need to include a custom JavaScript in the InforCRM web client, the quickest way is to simply add the <script> tag to the base.master file. However this complicates upgrades because the base.master file is often modified in Infor’s web...