|
| Account Details Tab
|
Updated |
| Account
Information Boxes
|
Updated |
| Account ERP Details Tab
|
Added |
| Accounting Tab
|
Added |
| Activities Tab
|
Updated |
| Adding a BOD Mapping (Back Office Extension)
|
Updated |
| Adding a Defect Activity Rate
|
Added |
| Adding a Field Mapping
|
Updated |
| Adding a Quote
|
Added
|
| Adding a Ticket Rate
|
Added |
| Adding an Attachment
|
Updated |
| Adding or Editing an ERP Person (Back Office Extension)
|
Added |
| Adding an Exchange Rate
|
Added |
| Adding Bill To Information
|
Added |
| Adding or Cloning a Price Mapping
|
Added |
| Adding or Cloning a Price Service
|
Added |
| Adding or Editing a Custom Product
|
Updated |
| Adding or Editing Fields
|
Updated |
| Adding Outbound Message Settings
|
Added |
| Adding Pay From Information
|
Added |
| Adding Products to an Opportunity
|
Updated |
| Adding Relationships
|
Added |
| Adding Sales Order and Quote Products
|
Updated |
| Adding Ship To Information
|
Added |
| Adding Team Members
|
Updated |
| Assigning Secured Actions to a Role
|
Added |
| Assigning Users to a Role
|
Added |
| Assigning Users to the Standard User Role
|
Updated |
| Associating a Contact to a Promoted Account
|
Added |
| Back Offices Tab
|
Updated |
| Bill To Tab for Sales Orders and Quotes
|
Added |
| BOD Mappings Tab
|
Added |
| Configuration Group tab
|
Added |
| Configuring Back Office Extension Integration
|
Updated |
| Configuring Outlook Sync and Outlook Integration
|
Updated |
| Contact ERP Details Tab
|
Added |
| Converting Unmatched Country Aliases
|
Added |
| Copying Profile Information
|
Updated |
| Country Aliases Tab
|
Added |
| CPQ Details
|
Added |
| Creating a New Entity
|
Added |
| Creating or Editing Configuration Groups
|
Added |
| Customizing Your List View Groups
|
Updated |
| Defect Activity Rate Details Tab
|
Added |
| General Options
|
Updated |
| Discount Charges Tab
|
Added |
| Dragging and Dropping
|
Updated |
| Editing an Entity
|
Added |
| Editing Opportunity Product Information
|
Updated |
| Editing Product Information
|
Updated |
| Editing Relationships
|
Added |
| Editing the Supported Languages Pick List
|
New |
| Editing User Options
|
Updated |
| Enabling CPQ
|
Added |
| Entity Manager Relationships Tab
|
Added |
| ERP Person Information Boxes
|
Added |
| ERP Person Information Boxes
|
Added |
| Example: Adding a New Pick List Field to a Form
|
Added |
| Exporting Records to a File
|
Updated |
| Filtering Items in a Pick List
|
Added |
| Getting Started with the Infor CRM Web Client
|
Updated |
| Importing Records
|
Updated |
| Importing User Records
|
Added |
| Infor CPQ Overview
|
Added |
| Infor CRM and Outlook
|
Updated |
| Installing Infor CRM Office Integration
|
Added |
| Integrations Options Tab
|
Updated |
| Making an Entity or Field Available to Import
|
Added |
| Adding and Managing Countries and Country Codes
|
Added |
| Managing Currency
|
Added |
| Matching Records Between Infor CRM and Microsoft Outlook
|
Updated |
| Notes/History Tab
|
Updated |
| Office Profile Help Tab
|
Added |
| Office Profile Licenses Tab
|
Added |
| Office Profile Office Hours Tab
|
Added |
| Office Profile Security Tab
|
Added |
| Office Profile Service/Support Tab
|
Added |
| Opportunity Summary Tab
|
Updated |
| Outbound Message Settings Tab
|
Added |
| Pay From Tab
|
Updated |
| Price Mappings Tab
|
Added |
| Price Services Tab
|
Added |
| Promote to Back Office
|
Added |
| Quote Details Tab
|
Added |
| Quote ERP Details Tab (Back Office Extension)
|
Added |
| Quote Snapshot
|
Added |
| Quotes Tab
|
Added |
| Recording an Email Message to History
|
Updated |
| Removing a Product from a Sales Order or Quote
|
Updated |
| Removing or Replacing Team Members
|
Updated |
| Sales Order and Quote Products Tab
|
Updated |
| Sales Order Details Tab
|
Added |
| Sales Order ERP Details Tab (Back Office Extension)
|
Updated |
| Sales Order Information Boxes
|
Updated |
| Sales Order Snapshot
|
Updated |
| Sales Persons Tab
|
Updated |
| Selecting a Role
|
Updated |
| Setting Customer Service Options
|
Added |
| Ship To Tab
|
Updated |
| Ship To Tab for Sales Orders and Quotes
|
Added |
| Shipment Charges Tab
|
Added |
| Signing in to Infor CRM Web Client
|
Updated |
| Sold To Tab
|
Added |
| Supported Features By Browser
|
Updated |
| Sync History Detail View
|
Updated |
| Sync History List View
|
Updated |
| Sync Job Detail View
|
Updated |
| Sync Jobs List View
|
Updated |
| Ticket Activity Rate Details Tab
|
Added |
| Troubleshooting Send to CRM and Record to History
|
Updated |
| Troubleshooting Desktop Manager
|
Updated |
| Troubleshooting Office Integration - Mail Merge
|
Updated |
| Understanding Calendar Synchronization
|
Updated |
| Understanding Contact Synchronization
|
Updated |
| Updating Exchange Rates
|
Added |
| Using
the Lead List View
|
Updated |
| Using Alerts
|
Updated |
| Using Infor CPQ
|
Added |
| Using Outlook Integration
|
Updated |
| Using the Account Detail View
|
Updated |
| Using the Account List View
|
Updated |
| Using the Back Office Detail View
|
Updated |
| Using the Bill To Detail View
|
Added |
| Using the Competitor List View
|
Updated |
| Using the Contact Detail View
|
Updated |
| Using the Contract List View
|
Updated |
| Using the Countries List View
|
Added |
| Using the Defect Activity Rate Detail View
|
Added |
| Using the Defect Activity Rates List View
|
Added |
| Using the Defect List View
|
Updated |
| Using the Departments List View
|
Updated |
| Using the Entity Manager
|
Updated |
| Using the Person Detail View
|
Updated |
| Using the Exchange Rate Detail view
|
Added |
| Using the Exchange Rates List View
|
Added |
| Using the Integration Detail View
|
Added |
| Using the BOD Mappings Detail View
|
Updated |
| Using the Field Mapping Detail View
|
Updated |
| Using the Lead Sources List View
|
Updated |
| Using the Office Profile Detail view
|
Added |
| Using the Office Profiles List View
|
Added |
| Using the Opportunity Detail View
|
Updated |
| Using the Opportunity List View
|
Updated |
| Using the Outbound Transactions Detail View
|
Added |
| Using the Outbound Transactions List View
|
Added |
| Using the Packages List View
|
Updated |
| Using the Pay From Detail View
|
Updated |
| Using the Pricing Service Detail View
|
Added |
| Using the Pricing Mapping Detail View
|
Added |
| Using the Product Detail View
|
Updated |
| Using the Products List View
|
Updated |
| Using the Qualifications List View
|
Updated |
| Using the Quote Detail View
|
Added |
| Using the Quotes List View
|
Added |
| Using the Receivable Detail View
|
Updated |
| Using the Return List View
|
Updated |
| Using the Sales Order Detail View
|
Updated |
| Using the Sales Order List View
|
Updated |
| Using the Ship To Detail View
|
Updated |
| Using the Shipment Detail View
|
Updated |
| Using the Task Pane
|
Updated |
| Using the Teams List View
|
Updated |
| Using the Ticket Activities Tab
|
Updated |
| Using the Ticket Activity Rate Detail View
|
Added |
| Using the Ticket Activity Rates List View
|
Added |
| Using the Ticket List View
|
Updated |
| Using the Users List View
|
Updated |
| What is Back Office Integration?
|
Added |
| What's New In This Release
|
Updated |
| Working with Grids in List Views and Tabs
|
Updated |
| Working with the Library
|
Updated |
