What's New In This Release

Infor CloudSuite CRM contains the following updates:

Version 8.4.0.4

  • Ability to associate multiple records with an activity, including: contacts, accounts, opportunities, tickets, and leads and now sales orders, quotes, campaigns, returns, and defects.
  • Ability to associate multiple records with a note, including: contacts, accounts, opportunities, tickets, and leads and now sales orders, quotes, campaigns, returns, and defects.
  • Activities list view now supports groups and standard list view features.
  • CRM Workflows provide configurable automated email notifications based on updated CRM content.
  • New out-of-the-box Query Builder parameters.
  • Updated icons.
  • Swagger API Docs to support REST API self-documenting API.

Version 8.4.0.3

Forecasting and Quotas

  • New Quota and Forecast views allow management of sales goals and tools to measure performance towards those goals.
    • Quotas - enables sales managers and organizations to create and manage sales quotas and users to view sales quota information.
    • Forecasts - enables users to create and view forecasts.
    • Forecast Pipeline - displays pipeline information segmented by criteria such as manager, country, or product.
    • New Opportunity Forecast Dashboard - enables users to see opportunity pipeline analytics in the form of charting and list widgets.
  • Users with the appropriate access may:
    • View, add, and manage quotas
    • View, add, and manage forecasts.
  • New Opportunity groups - Forecasted to Close in 30 Days or less, Forecasted to Close in 30 to 60 days, Forecasted 61 Days or more

Refreshed user interface

Administration

  • The Exchange Rates job and automatic download of exchange rates has been deprecated.
  • The User import automatically maps the user fields, so you no longer need to select a template or map fields.
  • Back Office Extension Improvements:
    • (CSD or SX.e integrations only) Back Office Extension enhancements for two-way Sales Order support with Cloud Suite Distribution (CSD)
      • Ability to prevent the promotion of Infor CloudSuite CRM Quotes and updated Sales Orders
      • New Custom Settings
        • Read Only Quote On Promotion - Set to True to prevent the modification of quotes for host systems like CSD, which do not support the promotion of updated CRM Quote content.
        • Block Quote For Non-Promoted Records - Set to True to prevent the promotion of new quotes for host systems like CSD, which do not support the promotion of CRM quote content.
        • Block Quote For Promoted Records - Set to True to prevent the promotion of updated quote content for host systems like CSD, which do not support the promotion of updated CRM quote content.
        • Read Only Sales Order On Promotion - Set to True prevents the modification of promoted sales order content for host systems like CSD, which do not support the promotion of updated CRM Sales Order content.
        • Block Sales Order For Promoted Records - Set to True prevents the promotion of modified sales order content for host systems like CSD, which do not support the promotion of updated Infor CloudSuite CRM Sales Orders.
      • Ability to override the unit price
        • New Secured Actions
          • Entities/SalesOrder/OverridePricing - Allows the Infor CloudSuite CRM user to override the adjusted Sales Order unit price when editing a product. This secured action is automatically included in the Standard User and Order and Quote Processor
          • Entities/Quote/OverridePricing - Allow the Infor CloudSuite CRM user to override the adjusted Quote unit price when editing a product. This secured action is automatically included in the Standard User and Order and Quote Processor
      • Ability to override the shipping charge
        • New Custom Settings
          • Display snapshot shipping summary- Set to True to display Shipping information in the Sales Order snapshot. The default value is False.
          • Include ERP Freight Rates- Set to False to disable the CSD Freight Rate Shopping functionality for Infor CloudSuite CRM based Sales Orders. The default value is True.
          • Freight Reason Code- Implementation-specific distributed charge freight reason code corresponding to the CSD-based CRM Freight Addon reason code.
        • New Secured Actions
          • Entities/SalesOrder/EditShippingCharge– Allows the Infor CloudSuite CRM user to override the shipping charge. This secured action is automatically included in the Standard User and Order and Quote Processor
          • Entities/Quote/EditShippingCharge– Allows the Infor CloudSuite CRM user to override the estimated shipping charge. This secured action is automatically included in the Standard User and Order and Quote Processor
        • List view performance-related custom settings.
          • GroupListBufferRows

            The number of rows to keep ready on each side of the viewport area so that the user can perform local scrolling without seeing the grid being built.

            Increasing this number can improve perceived performance when the data is being retrieved over a slow network.

          • GroupListFarOffRemoval

            Defines the minimum distance (in pixels) from the visible viewport area rows must be in order to be removed.

            Setting to Infinity causes rows to never be removed.

          • GroupListMaximumRowsPerPage

            The maximum number of rows to request at one time.

          • GroupListMinimumRowsPerPage

            The minimum number of rows to request at one time.

          • GroupListPagingDelay

            Indicates the delay (in milliseconds) imposed upon paging method, to wait before paging in more data on scroll events.

            This can be increased to reduce client-side overhead or the number of requests sent to a server.

          • GroupListPagingMethod

            Method (from dgrid/util/misc) to use to either throttle or debounce requests.

            Default is debounce, which will cause the grid to wait until the user pauses scrolling before firing any requests.

            Can be set to throttleDelayed instead to progressively request as the user scrolls, which generally incurs more overhead but might appear more responsive.

          • GroupSummaryBufferRows

            The number of rows to keep ready on each side of the viewport area so that the user can perform local scrolling without seeing the grid being built.

            Increasing this number can improve perceived performance when the data is being retrieved over a slow network.

          • GroupSummaryFarOffRemoval

            Indicates the delay (in milliseconds) imposed upon pagingMethod, to wait before paging in more data on scroll events.

            This can be increased to reduce client-side overhead or the number of requests sent to a server.

          • GroupSummaryPagingDelay

            Method (from dgrid/util/misc) to use to either throttle or debounce requests.

            Default is debounce, which will cause the grid to wait until the user pauses scrolling before firing any requests;

            Can be set to throttleDelayed instead to progressively request as the user scrolls, which generally incurs more overhead but might appear more responsive.

          • GroupSummaryPagingMethod

            Method (from dgrid/util/misc) to use to either throttle or debounce requests.

            Default is debounce, which will cause the grid to wait until the user pauses scrolling before firing any requests.

            Can be set to throttleDelayed instead to progressively request as the user scrolls, which generally incurs more overhead but might appear more responsive.

  • Financial Settings tab on the Office Profile to set options for Fiscal Year and Forecast and Quota periods.
  • Quotas and Forecasting Secured Actions and New Roles
    • Quotas & Forecasting role allows users to view quotas and view and manage forecasts. Includes the following secured actions:
      • Entities/Forecast/Add - Allows the Infor CloudSuite CRM user to add forecast records
      • Entities/Forecast/Delete - Allows the Infor CloudSuite CRM user to delete forecast records
      • Entities/Forecast/Edit - Allows the Infor CloudSuite CRM user to edit forecast records
      • Entities/Forecast/View - Allows the Infor CloudSuite CRM user to access forecast views and records
      • Entities/Quota/View - Allows the Infor CloudSuite CRM user to access quota views and records
    • Quota Management role- allows users to create and manage quotas. Includes the following secured actions:
      • Entities/Quota/Add - Allows the Infor CloudSuite CRM user to add quota records
      • Entities/Quota/Delete - Allows the Infor CloudSuite CRM user to delete quota records
      • Entities/Quota/Edit - Allows the Infor CloudSuite CRM user to edit quota records

Version 8.4.0.2

Back Office Extension Improvements:

  • The Primary Contact indicator is no longer displayed on the Contact details page if the administrator has enabled Integrated Primary Contact Indicator in the Back Office Extension tab. The new primary contact flag can be viewed in the Contact, Account Associations tab or in the Account, Contact Associations tab. Changes to the primary contact must be made in the Account, Contacts Associations tab grid.
  • The New Sync for Exchange integration custom setting Complete Exchange Appointments is disabled by default, but when enabled synchronizes all completed appointment between Infor CloudSuite CRM and Exchange.
  • The updated Sync for Exchange integration custom setting Notify Members of Completion is disabled by default. When enabled, activity members are notified when an activity is completed.
    Note: In order for a true value to work in Notify Members of Completion, the value of Complete Exchange Appointments must be true. If Complete Exchange Appointments is false, then Notify Members of Completion is ignored as all notifications are cancelled.
  • When the new custom setting Contact Account Management Enabled is enabled, the inbound processor cascades the changes to the account's account manager and the related contacts.
  • When the new Custom Setting Publish All Addresses is enabled, the outbound processor can publish multiple addresses. To publish only the primary address this custom setting must be cleared.

Version 8.4.0.1

  • Help About field:

    This field displays the versions of Infor CloudSuite CRM, SNC, Core, and Model bundles installed. If a bundle is not installed, the version number is not displayed.

  • Two Way Quotes and Sales Orders:

    When Infor CloudSuite CRM is integrated with a supported ERP system, Infor CloudSuite CRM Web Client users who are creating a Sales Order can view the Order location, defined by the term which matches the location used by the ERP: Warehouse, Site, or Office. Product selections are based on ERP: Warehouse, Site, Office or Logical ID.

  • Promotion Failure Notifications:

    If an Infor CloudSuite CRM update is rejected by the integrated ERP, the user is now notified about this failed update.

    • A mingle task can be generated for the user who last worked on the record.
    • An email can be sent and the task escalated if it is not assigned or completed.
    • Auto cancellation of outstanding task is possible if an attempt is made to sync data.
    • These actions do not impact the record itself.
  • ION Workflow Enhancements:

    The following features support creating new ION Workflows:

    • New standard workflows are available as a part of the upgrade.
    • Additional data types (e.g: picklists, Unicode Text, standard IDs) are now supported.
    • You (administrators) can copy and then edit an existing workflow, to create a new workflow.
    • An unique workflow name is automatically assigned to the copied workflows.

Version 8.4

  • The Dated Exchange Rates functionality allows you to use the past exchange rates. This allows the customers to create multiple periods and maintain different exchange rate for each period.
  • The Opportunity Pricing Web services functionality allows you to automatically retrieve the prices of the product from the integrated ERP. This allows you to easily view:
    • The price of the product.
    • The quantity (units) of the products available in the Warehouse.
    • The updated product price, if product price is modified in the ERP.
    • Improved performance during price request.
  • The Multiregional Address Formatting functionality allows you to view the addresses in the country specific address format. You can also edit address format based on the business requirements.
  • The LinkedIn Sales Navigator provides an integration between Infor CloudSuite CRM and LinkedIn. The integration enables sales representatives to find and build relationships with the prospects as well as the customers, which helps the organizations to extend the network and accelerate the sales process.
  • The integration of Infor CloudSuite CRM with Marketo, allows users to leverage valuable marketing and activity-related data for leads and contacts. This data provides better business solutions and assists Infor CloudSuite CRM users to close opportunities and determine level of engagement of the leads. This functionality helps Infor CloudSuite CRM users to:
    • Improve operational efficiency.
    • Provides Two-way synchronization between leads and contacts inInfor CloudSuite CRM and Marketo.
    • Provides One-way synchronization between accounts, opportunities and Users in Infor CloudSuite CRM and Marketo.

Back Office Extension Improvements

  • The Account Invoice Aging tab provides summarized past due invoice aging content. All host ERP invoices with past due payment due dates and an ERP status of "Open" or "PartialPaid" are included in the summary values presented on the Account Invoice Aging tab.
    Note: Content is dependent upon the Infor CloudSuite CRM instance being integrated to a back office host ERP system publishing invoice content.
  • The Notes field is added to the ERP Details tab on the Account Detail view. This field displays the notes published by the integrated host ERP, in the descending date sequence.
    Note: You cannot modify this value.
  • When Master Data Consolidation is enabled, the consolidation of ERP Persons, used by the Infor CloudSuite CRM optional ownership logic, in addition to the consolidation of Accounts, Ship Tos, Bill Tos, Pay Froms, Contacts and Products is supported.
    Note: Execution of the Master Data Consolidation conversion option is required if the implementation contains pre-existing ERP data content.

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 CloudSuite CRM account record.
      Note: The publishing of quotes and sales orders from Infor CloudSuite CRM to the host ERP system is not supported with Master Data Consolidation enabled.
  • Infor CloudSuite 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 CloudSuite CRM using the Infor CRM base currency even though the integrated ERP system uses a different base currency.
    • ION Workflow enables Infor CloudSuite CRM users to initiate a workflow defined in ION from within Infor CloudSuite CRM. The trigger can be defined as conditional or manual in Infor CloudSuite 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:
  • 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:
  • New and updated help topics

Version 8.3.0.04

Version 8.3.0.03

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:
  • Infor CloudSuite 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

Version 8.3

Version 8.2.0.01

Version 8.2

Parent topic: Introducing Infor CRM Web Client
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