What's New In This Release

Infor CRM Web Client contains the following updates:

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• Showing groups has been replaced by group Favorites.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 tabs that can display. All standard groups will be marked as Favorites by default.
  

  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.
  

  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

Related Topics

Related Documentation