What's New In This Release

Version 8.3.0.09

No new features added in this release.

Version 8.3.0.08

• Separate options are now available for setting the language and the regional formats. The new Regional Formats option determines date, time, number, and currency formats.
• Account Hierarchy:
  • This option can be used to view the hierarchy view of the parent account and all the children and the grandchildren of an account, from the Account Detail view.
  • You can now access the quick view of frequently used entities (contacts, opportunities, sales orders and activities).
• The Mail details to your administrator error message link now opens an email message that can be sent to an email address defined by the administrator.
• You can now select a language on the Details tab of the Contact Detail view, that changes the list items in the Prefix, Suffix, and Title pick lists for a particular contact.

  These pick lists must be configured by the administrator in order to support multiple languages.

• For Back Office implementations:
  • Master Data Consolidation is an optional feature that consolidates duplicate accounts, resulting from host systems like ERP-M3, ERP-LX and ERP-Visual, with the same CustomerID into a single Infor CRM account record.
    Note: The publishing of quotes and sales orders from Infor CRM to the host ERP system is not supported with Master Data Consolidation enabled.
• Infor CRM with Infor Ming.le:
  • Infor Ming.le Funnel Chart widget.
  • Infor Ming.le Top Prospects widget is a list of my prospective accounts.
  • Infor Ming.le Infor CRM Opportunities widget of associated quotes for each opportunity.
  • Infor Ming.le Infor CRM Contracts widget which provides a detailed view of the contract and associated contacts.
  • Infor Ming.le Infor CRM Activities widget lists a user's daily activities and allows them to complete those activities within the widget.
• The administrators and the users with appropriate role access can:
  • Create multi-regional pick lists with different list items for each language. The contents of a multi-regional pick list depends upon the user's language setting.
  • Set a default language for multi-regional pick lists.
  • Set the Desired Language on the Name Prefix and Name Suffix so that users can select a language on the Contact Detail view Details tab that changes the list items in the Prefix and Suffix, pick lists.
  • Use the new Office Profile Error Notifications tab to enable the Error message email link feature and specify one or more email addresses that automatically populates the email To: field.
  • If the Error message email link feature is enabled, users who encounter an error message can send an email to the specified address that contains a link which displays Event Viewer information.

    The Event Viewer information is only available to administrators or users granted access to the ErrorLookupService/View secured action.

  • Use the new secured action for Account Hierarchy - Entities/Account/Hierarchy.
• For Back Office implementations:
  • Normalize Base Currency provides an option to store data published by an ERP in terms of the Infor CRM base currency. This allows customers who opt for this service, to work in Infor CRM using the Infor CRM base currency even though the integrated ERP system uses a different base currency.
  • ION Workflow enables Infor CRM users to initiate a workflow defined in ION from within Infor CRM. The trigger can be defined as conditional or manual in Infor CRM and the trigger can be extended to other entities.
  • Discrete Address provides the option to use a discrete type of address if it is passed from an integrated back office ERP system.
• New and updated help topics

Version 8.3.0.07

• The new AnyBOD upgrade functionality has been implemented. As a result, ION BOD Mappings and ION field mappings options are removed from the Integration section on the navigation bar.
• A new language code field is added for inbound BOD processing.
• Clone functionality has been restricted only to back offices. When a back office is cloned, all its associated BOD mappings and field mappings are reflected in the Cloned back office.
• BOD Mappings or Field Mappings can be edited using the new Customize link.
• Once edited, the BOD Mappings or Field Mappings can also be viewed on the new Custom BOD Mappings and Custom Field Mappings tabs respectively. The customize link is replaced with the new Edit link, when updated for the first time.
• The new Copy link provided with Price Mappings and Field Mappings can be used to create a duplicate record. You can make changes in the duplicate record.
• Use the new + icon to create new BOD field Mapping records.
• The entity specific pricing feature can be used for Opportunities, Sales orders and Quote entities.
• New and updated help topics

Version 8.3.0.06

• The ability to look for potential matching records when adding a new account.
• When moving a contact there is a new option to assign all items to the same contact.
• Showing groups has been replaced by group Favorites. Favorites allow you to determine which groups you want to display as tabs on list and detail views. Your administrator determines the maximum number of groups that can be displayed. All standard groups will be marked as Favorites by default.
  Note: Newly created groups are automatically marked as favorites. Favorites display as tabs in alphabetical order up to the limit allowed. You can use the Groups list to manage your Favorites.
• Export to File and Export to Excel have been combined and renamed Export in Common Tasks and from the right-click menu.
• Changes to Export to improve performance, including a limit to the number of records to be exported and the ability to turn off exporting pivot tables to Microsoft Excel. These options are set by your administrator.
  Note: This limit does not apply to any other features that support the selection of multiple records, only export.
• Sales Intelligence includes the ability to view the likelihood that a contact or account will make a purchase and provides a Recommendations tab that recommends products the contact or account is likely to purchase in the next 30 days.
• CPQ configurator now supports the promotion of SalesOrders when products are integrated with the ERP-LN.
• Updates for administrators and those with appropriate role access:
  • Steps for configuring Sales Intelligence, including the displaying the purchase likelihood score options.
  • New Custom Settings List view and Custom Settings detail view to manage group export settings, CreatePivot and MaxExportRecords.
  • There is a new Office Profile Groups tab that allows you to set a limit for the number of groups that can display as tabs on list and detail views. All standard groups will be marked as Favorites by default.
  • There is a new common task on the Group Manager view to determine which groups will be marked as Favorites by default for new users.
• New and updated help topics

Version 8.3.0.05

• Completed meetings now display contact and account information on the Calendar.
• Updates for administrators and those with appropriate role access:
  • Ability to promote users between Infor CRM and Infor Ming.le.
  • Ability to promote roles between Infor CRM and Infor Ming.le.
• New and updated help topics

Version 8.3.0.04

• Contour Proximity Search includes the ability to:
  • View one or more contacts or accounts on a map
  • Show other nearby contacts or accounts
  • Perform an account or contact search
  • View a list of places that can be added to a map of contacts or accounts
  • Add, edit, or share places
• Ability to view a sales order's taxes (Infor CRM Back Office Extension only.)
• Updates for administrators and those with appropriate role access:
  • Steps for configuring Contour integration
  • New Back Office Extension integration Option for defining the culture

Version 8.3.0.03

• Integration with Infor Ming.le
  • Integration with Infor Ming.le includes:
    • Sharing records
    • Sharing notes and history items
    • Bookmarks
    • Links in Infor Ming.le that link to Infor CRM
    • Adding Infor CRM Dashboard widgets in Infor Ming.le
• System of Record
  • There is a new sync status "Published by CRM" to indicate that CRM is the system of record for a contact or an account
• Updates for administrators and those with appropriate role access:
  • The ability to configure Infor Ming.le
  • Steps for enabling Infor Ming.le Email notifications
  • New Back Office Extension integration Option for defining the culture
• New and updated help topics. See Added and Updated Topics for a complete list

Version 8.3.0.02

• Ticket lookups based on user criteria are no longer limited to 100 results.
• Ability to refresh pricing for sales orders and quotes when using a price service
• Updates for administrators and those with appropriate role access:
  • Steps for enabling the Refresh Pricing feature
• Infor CRM can now be set as the system of record in a back office integration.
• The Promote tasklet found on the Opportunity, Sales Order and Quotes detail view tasklets can now process both Sync and Process BODs.

Version 8.3.0.01

• Creating an ad hoc group with a large number of records now uses the Job Manager
• Back Office integration updates:
  • You can now define a location when adding or editing an accounting entity.
  • Price Service information has been moved from the Back Office detail view to the Price Service detail view.
• Updates for administrators and those with appropriate role access:
  • The ability to set a default quote duration

Version 8.3

• New integration with Infor Ming.le enables single sign-on and running Infor CRM within the Ming.le framework
• Infor Configure Price Quote (CPQ) is now integrated with Sales Orders, Quotes, and Opportunities in the Web Client. CPQ provides Web Client users with an image-driven interface for building out customer requirements
• Outlook Sync and the Outlook Integration features that were previously included with Desktop Integration have been moved to Infor CRM Xbar for Microsoft Outlook.
• New user options
  • Ability to enable the Username/Time Stamp button to add your name, the date, and time (according to your language settings) to memo boxes on which your administrator has turned on this feature
  • Ability to set customer service user options
• Improved quote and sales order processes have separated quotes from sales orders
  • Ability to add a quote or sales order from an opportunity, including any products
  • Ability to add and manage quotes, including converting a quote to a sales order or generating a proposal
  • New Quotes tab on the Account and Opportunity detail views
• Back Office integration is now available within the base product, including:
  • Bi-directional synchronization of quotes and sales orders
  • Inbound and outbound processors can now support custom country codes
• Notes/History, Activities and Ticket Activities tabs preview panel now displays up to 256 characters below the record instead of in a separate panel as in previous releases. The Show/Hide Preview button allows the user to show or hide the preview data with one click

• The user defined detail view middle section is now responsive to the number of records available to display. The grid displays a maximum number of rows and provides a way to scroll to view more

• Features for Administrators and those with appropriate role access:
  • Import accounts, opportunities, leads, users, tickets, lead sources, and products
  • Copy user profile information to multiple users
  • Manage office profile information, including office hours, service and support options, password options, currency, help configuration, and licenses
  • Manage your base currency and exchange rates
  • Manage countries and country codes
  • Add or edit an entity
  • Add or edit relationships
  • Make entities and fields importable
  • Add and edit calculated fields
  • Ability to add a new pick list when adding a pick list field
  • Add and manage ticket activity rates
  • Add and manage defect activity rates

  • If a user is denied access because there are no remaining concurrent licenses available, the User Audit Additional Info column is updated to indicate that No valid concurrent license available

Version 8.2.0.01

• Ability to update multiple fields for multiple records, including the ability to update the [account manager] or account owner after an import.
• Ability to delete multiple records
• Features for Administrators and those with appropriate role access:
  • Filter Manager is now Entity Manager which enables the management of entity filters, metrics, fields, and relationships.
  • Ability to add and edit fields
  • Area/Category/Issue management including ability to manage auto assignment

Version 8.2

• Refreshed user interface to reflect product branding and enhance your experience.

  See "Understanding the Infor CRM Web Client Workspace" to review common workspace features and behavior.

• Ability to retrieve or reset your user name or password
• Ability to change your language setting from the sign on screen or options
• New contact import
• Ability to delete multiple contacts
• Features for Administrators and those with appropriate role access:
  • Group management
  • Filter management