by Mike Ahrenhoersterbaeumer | Feb 25, 2017 | Blog, Customer Relationship Management
Infor™CRM (formerly known as SalesLogix) is one of the longest running Customer Relationship Management Platforms on the Market. There are many reasons why Infor CRM has been around for so long and has been successfully supporting many business’ CRM needs over...
by Mike Ahrenhoersterbaeumer | Feb 17, 2017 | Blog, Customer Relationship Management
Follow these steps and you and your company will see a successful and seamless CRM implementation, no matter which CRM solution you select to adopt. 1. Determine a budget for the project Having a solid CRM strategy is important for building long-term success with your...
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 | May 19, 2016 | Blog, Customer Relationship Management
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...
by Anosh Wadia | May 5, 2016 | Blog, Customer Relationship Management
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...
by XTIVIA | Jan 7, 2016 | Blog, Customer Relationship Management
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...