Getting Started
Introducing Infor CRM Web Client
What's New In This Release
Added and Updated Topics
Signing in to the Infor CRM Web Client
Getting Started with the Infor CRM Web Client
Understanding Your Workspace
Using the Help
Using the Help System
Assumptions and Conventions
New User Tips
Related Documentation
Editing User Options
Copyrights and Contact Information
Contacting Infor
Copyrights and Trademark
Third Party Software, Trademarks and Registered Trademarks
Sales
Working with Contacts
What Are Contacts?
Using the Contact List View
Using the Contact Detail View
Adding a Contact
Adding New Contact and Account
Editing a Contact
Deleting a Contact
Moving a Contact
Importing Records
What is Sales Intelligence?
Working with Accounts
What Are Accounts?
Using the Account List View
Using the Account Detail View
Adding an Account
Associating Accounts
Editing an Account
Deleting an Account
What is Sales Intelligence?
Promoting to Back Office
Working with Opportunities
What Are Opportunities?
Using the Opportunity List View
Using the Opportunity Detail View
Adding an Opportunity
Editing an Opportunity
Closing an Opportunity
Deleting an Opportunity
CPQ
Using Infor CPQ
Opportunity Products
Working with Sales Orders and Quotes
Sales Orders
What Are Sales Orders?
Using the Sales Order List View
Using the Sales Order Detail View
Adding a Sales Order
Editing a Sales Order
Copying a Sales Order
Promoting to Back Office
Quotes
Using the Quotes List View
Using the Quote Detail View
Adding a Quote
Promoting to Back Office
Using Infor CRM as System of Record
CPQ
Using Infor CPQ
Sales Order and Quote Products Tab
Using Contact Processes
What Is a Contact Process?
Using the Process Manager
Scheduling a Contact Process
Using Sales Processes
What are Sales Processes?
Updating Sales Process Stages
Finding Sales Processes
Marketing
Working with Leads
What are Leads?
Using the Lead List View
Using the Lead Detail View
Adding a Lead
Importing Leads from a List
Qualifying a Lead
Deleting a Lead
Working with Campaigns
Adding a Campaign
Deleting a Campaign
Copying a Campaign
Launching Campaigns
Using the Campaign Detail View
Using the Campaign List View
Managing Targets
What are Targets?
Managing Campaign Targets
Working with Campaign Stages and Tasks
Using the Campaign Stages and Tasks Tab
Adding/Editing/Completing Campaign Stages
Adding/Editing/Completing Campaign Tasks
Service and Support
Customer Service Overview
Working with Tickets
What are Tickets?
Using the Ticket List View
Adding a Ticket
Using the Ticket Detail View
Editing or Closing a Ticket
Deleting a Ticket
Working with Contracts
What are Contracts?
Using the Contract List View
Using the Contract Detail View
Adding a Contract
Making a Contract Inactive
Contract Types
Working with Defects
What are Defects?
Using the Defect List View
Using the Defect Detail View
Adding a Defect
Closing a Defect
Working with Returns
What are Returns?
Using the Return List View
Using the Return Detail View
Adding a Return Record
Closing a Return
Managing Assets
What Are Assets?
Adding an Account Asset
Configuration
Setting Customer Options
Managing Area/Category/Issue Values
Managing Defect Activity Rates
Managing Ticket Rates
Activities and Communication
Using Activities, Events and Calendar
What Are Activities and Events?
Working with Activities
Schedule or Edit an Activity
Complete an Activity
Complete an Unscheduled Activity
Complete Multiple Activities
Delete an Activity
Working with the Activities List View
Working with Events
Scheduling or Editing an Event
Using the Infor CRM Calendar
Setting Calendar Options
Using the Infor CRM Calendar
Using Mail Merge
Using Mail Merge
Templates Overview
About the Write Menu
Writing and Sending an E-mail Message
Writing and Sending a Fax Message
Writing and Sending a Letter
Printing Address Labels or Envelopes
Viewing Invalid or Failed Merge Information
Integrating with Microsoft Outlook
Integrating Infor CRM and Outlook
Configuring Outlook Sync and Outlook Integration
Setting Infor Connector Connection Options
Setting Infor Connector Sync Options
Setting Infor CRM Xbar Side Panel Options
Setting Infor Connector Address Book Options
Setting Infor Connector Send SLX/Record to History Options
Setting Infor Connector Logging Options
Setting Infor CRM Advanced Options
Using Outlook Integration
Using Outlook Synchronization
Contact Synchronization
Understanding Contact Integration
Creating a Contact Sync Group
Selecting Infor CRM Contacts to Synchronize with an External Integration
Contact Synchronization Scenarios
Adding Outlook Contacts to Saleslogix
Calendar Synchronization
Understanding Calendar Integration
Calendar Synchronization Scenarios
Using Integrations
Using Integrations
Integrating with Back Office Extension
Invoices
Using the Invoices List View
Using the Invoice Detail View
Shipments
Using the Shipments List View
Using the Shipment Detail View
Receivables
Using the Receivables List View
Using the Receivable Detail View
Bill-to
Using the Bill-to Detail View
Ship-to
Using the Ship-to Detail View
Pay-from
Using the Pay-from Detail View
Integrating with Infor Ming.le
Bookmarking Infor CRM Records or Views
Sharing Notes and History Items with Infor Ming.le
Sharing Records with Infor Ming.le
Linking to Infor CRM Shared Records from Infor Ming.le
Viewing Integrations Sync History
Tools
Using Dashboards
Introducing Dashboards
Working with Dashboards
Introducing Widgets
Using Widgets
Using Groups
What Are Groups?
Saving a Lookup as a Group
Adding an Ad Hoc Group
Modifying Groups
Sharing Groups with Other Users
Adding a Group Using Query Builder
Using Query Builder
Using Query Builder
Opening Query Builder
Viewing the SQL Version of a Query
Query Builder Tabs
Query Builder Properties
Query Builder Conditions
Query Builder Layout
Query Builder Sorting
Query Builder Defaults
Using Joins
Joining Tables
Guidelines for Using Joins
Global Join Manager
Using Calculated Fields
Using Calculated Fields
Add/Edit a Calculated Field
Delete a Calculated Field
What is Contour Proximity Search?
geocode_perform_search
geocode_perform_search
geocode_show_map
geocode_manage_places
Running Reports
What are Reports?
Previewing a Report
Running Reports
Using Alerts and Notifications
Using Alerts
Setting Alerts Options
Job Notifications
Using SpeedSearch
Speedsearch Overview
SpeedSearch from the Menu
Searching for Information
Administration
Administrative Checklists
A New Employee Needs Access to Infor CRM
A User Leaves or No Longer Requires Infor CRM
A User Takes Extended Leave
A User Returns From Extended Leave
Managing Resources and Qualifications
Adding a Resource to a List
Using the Resource Detail View
Adding a Qualification Category
Using the Qualification Category Detail View
Managing Groups and Filters
Using the Group Manager
Using the Filter Manager
Adding or Editing Filters
Adding or Editing Metrics
Managing Users
Understanding Users
Using the Users List View
Using the User Detail View
Adding a User
Activating or Deactivating a User Login
Changing a User's Profile
Changing a User's Password
Setting Access to Other User's Calendars
Managing Teams and Departments
Working with Teams
Creating a Team
Adding Team Members
Removing or Replacing Team Members
Creating a Department
Managing Pick Lists
What are Pick Lists?
Adding a Pick List
Managing Items in a Pick List
Using the Job Manager
Job Manager List View
Applying Security
What are Roles and Secured Actions?
Creating a Role
Implementing Integrations
Managing Integrations
Using the Integrations List View
Using the Integration Detail View
Using the Integrations Links Tab
Configuring the Integration Synchronization Service
Using the SData Sync Configuration View
Viewing Integration Sync Information
Sync Jobs List View
Sync History List View
Outlook Sync
Configuring Outlook Sync Integration
Back Office Extension
What is Back Office Integration?
Configuring ION Back Office Integration
Back Offices
Using the Back Office Detail View
Adding or Associating a Back Office
Adding an Accounting System
ION BOD Mapping
Using the ION BOD Mappings List View
Using the ION BOD Mappings Detail View
Adding a BOD Mapping
ION Field Mapping
Using the ION Field Mappings List View
Using the ION Field Mappings Detail View
Adding a Field Mapping
ERP Person
Using the ERP Persons List View
Using the ERP Persons Detail View
Adding an ERP Person
Sales Persons Tab
Outbound Transactions
Using the Outbound Transactions List View
Using the Outbound Transactions Detail View
What is System of Record?
Infor CPQ
Infor CPQ Overview
Enabling CPQ
Configuration Groups tab
Creating or Editing Configuration Groups
CPQ Details
Using Infor CPQ
Configuring Sales Intelligence Integration
Checking for Duplicates
Customizing the Work Space
Using the Entity Manager
Adding an Entity
Adding or Editing Fields
Adding or Editing Filters
Adding or Editing Metrics
Working with Forms and Controls
What are Forms, Views, Controls, and Data Fields?
Working with Forms
Using the Form Manager List View
Supporting a Multi-Language Environment
Control Properties
Editing Control Properties
CheckBox Control
ComboBox Control
Currency Control
Data Grid Control
DateTime Picker Control
Email Control
Numeric Control
Owner Control
Phone Control
Pick List Control
Text Box Control
URL Control
User Control
All Other Visual Controls
Non_Visual Controls
Form, Column, and Row Properties
Form Properties
Column Properties
Row Properties
Troubleshooting
Common Issues
I Do Not See Updated Data
Mail Merge
Send SLX and Record to History
All Files
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