Added and Updated Topics

8.4.0.1

Topic
Using a Standard ION Workflow
Configuring a Standard ION Workflow
Creating a new ION Workflow
Creating ION Workflow field mappings
Promotion Failure Notification Workflow
Using the Discrete type of address
Office Profiles Privacy tab
Setting Opportunity Options
General Options
Using the Run/Schedule Job Dialog Box
ION Workflows
The ION Workflow Field Mappings tab
Adding Sales Order and Quote Products
Viewing Sales Order ERP Details Tab (Back Office Extension)
New Sales Order Information Fields
Viewing Quote ERP Details Tab (Back Office Extension)
Adding a Quote
Promotion Failure Notification Workflow
Enabling the Discrete type for the address

Version 8.4

Topic Added or Updated
Marketo overview Added
The Marketo Synchronization Maps tab Added
Adding a new Entity Map Added
Marketo Synchronization Map Detail view Added
The Marketo Map Fields tab Added
The Edit Map Field window Added
The Marketo Activity Types tab Added
Modifying the Activity Type Added
Marketo Session Log List view Added
Marketo Session Log Detail view Added
The Session Errors tab Added
Viewing the Error Details Added
Marketo Sales Insight tab Added
Marketo Lead Detail view Added
Promoting a user to Marketo Added
Opportunity Marketo Details tab Added
Account Marketo Details tab Added
Running the Marketo ad hoc jobs Added
LinkedIn Sales Navigator Added
Integrating with LinkedIn Sales Navigator Cloud Edition Added
Using the Sales Navigator Tab Added
Integrating with LinkedIn Sales Navigator Added
Dated Exchange Rates overview Added
Enabling Dated Exchange Rates functionality Added
Creating periods Added
The Period Detail view Added
Using the Periods tab Added
The Exchange Rates tab Added
Normalizing records using the Bulk Update option Added
Opportunity Pricing Web Services Added
Using the Opportunity Detail View Updated
Adding Products to an Opportunity Updated
Multiregional Address Formatting Added
Setting the address format Added
Using the Quote Detail View Updated
Adding a Quote Updated
Using the Calendar Updated
Using the BOD Mappings Detail View Updated
Configuration Groups Tab Updated
Infor CPQ Overview Updated
Enabling CPQ Updated
The Invoice Aging tab Added
The EQ Configuration tab Added
Quotes Tab Updated
Sales Orders Tab Updated
Shipments Tab Updated
Invoices Tab (Back Office Extension) Updated
Receivables Tab (Back Office Extension) Updated
Returns Tab (Back Office Extension) Updated
Sales Orders Tab (Back Office Extension) Updated
Using the Bill To Detail View Updated
Using the Ship To Detail View Updated
Using the Account Detail View Updated
Using the Run/Schedule Job Dialog Box Updated
What's New In This Release Updated

Version 8.3.0.08

Topic Added or Updated
Pick List Information Fields Updated
Working with the Contact Details Tab Updated
Adding a Pick List Updated
Using the Account Detail View Updated
Account Hierarchy Added
ION Workflows Added
Cancelling an ION Workflow Added
Setting Trigger Conditions for a Workflow Added
Triggering a Workflow Manually Added
Enabling the Discrete type for the address Added
Using the Office Profile Error Notifications Tab Added
Using Regional Format Added
Signing in to Infor CRM Web Client Updated
Supported Features By Browser Updated
Integrations Options Tab Added
Accounting Entities Tab (with Master Data Consolidation enabled) Added
Accounting Entities Tab (with Master Data Consolidation enabled) Added
Using the Contact Detail View Updated
Using the Account Detail View Updated
Using the Ship To Detail View Updated
Using the Bill To Detail View Updated
Using the Pay From Detail View Updated
Using the Product Detail View Updated
Overview of Normalization Added
Normalizing the existing data Added
Refreshing the rates for Open records Added
Configuration group tab Updated
Creating or Editing Configuration Groups Updated
CPQ Details tab Updated
Adding a New Account Updated
Potential Matching Records Updated
Setting Connector Connection options Updated
Setting Connector Sync Options Updated
Setting Xbar Side Panel Options Updated
Recording an Email Message to History Updated
Supported Feature By Browser Updated
Moving a Contact Updated
Adding/Editing an Alternate Address Updated
Configuring Outlook Sync and Outlook Integration Updated
What's New In This Release Updated

Version 8.3.0.07

Topic Added or Updated
Adding a Field Mapping Updated
Price Services Tab Updated
Using the Back Office Detail View Updated
Using the BOD Mappings Detail View Updated
Using the Field Mapping Detail View Updated
Adding a BOD Mapping (Back Office Extension) Updated
BOD Mappings Tab Updated
Field Mappings Tab Updated
Custom BOD Mappings Tab Added
Custom Price Services Tab Added
Custom Field Mappings Tab Added
Adding a Back Office Updated
Using the Price Service Detail View Updated
Using the Price Mapping Detail View Updated
Adding a Price Service Updated
Adding a Price Mapping Updated
What are Price Services? Updated
Adding or Editing a Custom Product Updated
Using Infor CPQ Updated
What's New In This Release Updated

Version 8.3.0.06

Topic Added or Updated
Editing the CreatePivot custom setting Added
Using the Group Shortcut Menu Updated
Exporting Records to a File Updated
Exporting a Group to Excel Removed
What are Groups? Updated
What are Leads? Updated
Editing the MaxExportRecordCount custom setting Added
Using the Custom Setting Detail View Added
Using the Custom Settings List View Added
Updating Multiple Fields for Multiple Records Updated
Deleting Multiple Records Updated
Job Notifications Updated
Using the Pick Lists List View Updated
Using the Users List View Updated
Team Detail View Updated
Using the Teams List View Updated
Using the Secured Actions List View Updated
Using the Opportunity List View Updated
Using the Integrations List View Updated
Using the List View Updated
Using the Import History List View Updated
Using the List View Updated
Using the Run/Schedule Job Dialog Box Updated
Using the Competitor List View Updated
Using the Defect List View Updated
Using the Ticket List View Updated
Using the Products List View Updated
Using the Quotes List View Updated
Using the Campaign List View Updated
Using the Exchange Rates List View Updated
Using the Contract List View Updated
Using the Sales Order List View Updated
Using the Lead Sources List View Updated
Using the Countries List View Updated
Using the Packages List View Updated
Using the Return List View Updated
Using the Places List View Updated
Using the Lead List View Updated
Using the Qualifications List View Updated
Using the Standard Resolutions List View Updated
Using the Standard Problem List View Updated
Using the Departments List View Updated
Using the Resource List View Updated
Using the Literature Items List View Updated
Using the Ticket Activity Rates List View Updated
Using the Defect Activity Rates List View Updated
Using the Roles List View Updated
Using the Area Category Issue List View Updated
Campaign Targets Tab Updated
Using Opportunity Statistics Updated
Integrations Options Tab Updated
What is Sales Intelligence? Added
Configuring Sales Intelligence Integration Added
Using the Detail View Updated
Information Boxes Updated
Using the Detail View Updated
Contact Information Boxes Updated
Sales Intelligence Recommendations Tab Added
Adding an Advanced Query Group Updated
Adding an Ad Hoc Group Updated
Copying a Group Updated
Importing Records Updated
Setting a Default Group Updated
Groups List Updated
Saving a Lookup as a Group Updated
Group Options Updated
What are Groups? Updated
Showing Groups as Tabs Updated
Using the Office Profile Detail view Updated
Office Profile Groups Tab Added
Using the Group Manager Updated
What's New In This Release Updated
Adding/Editing an Alternate Address Updated
Moving a Contact Updated
Supported Feature By Browser Updated
Recording an Email Message to History Updated
Setting Xbar Side Panel Options Updated
Setting Advanced Options Updated
Setting Connector Sync Options Updated
Setting Connector Connection options Updated
Potential Matching Records Updated
Adding a New Account Updated
Creating Configuration Groups Updated
Editing Configuration Groups Updated
Configuration group tab Updated
CPQ Details Updated

Previous versions

8.3.0.05

Topic Added or Updated
Promoting Users to Infor Ming.le Updated
User Detail View Updated
Using the Users List View Updated
User ERP Details Tab Added
Promoting Custom Roles to Infor Ming.le Updated
Creating a Role Updated
Using the Roles List View Updated
Role Detail View Updated
Role ERP Details Tab Added
Integration Detail View Details Tab Added
What are Roles and Secured Actions? Updated
What's New In This Release Updated

8.3.0.04

Topic Added or Updated
ERP Details Tab Updated
Information Boxes Updated
Information Boxes Updated
Adding a Field Mapping Updated
Bill To Tab for Sales Orders and Quotes Updated
Taxes Tab Updated
Using the Sales Order Detail View Updated
Using the Quote Detail View Updated
ERP Details Tab Updated
Information Boxes Updated
Information Boxes Updated
Ship To Tab for Sales Orders and Quotes Updated
Adding Bill To Information Updated
Adding Ship To Information Updated
Adding Pay From Information Updated
Lead Information Boxes Updated
Using the Office Profile Detail view Updated
Understanding the Available Buttons Updated
Viewing a Map for an Address Updated
Managing Contour Places Added
Performing a Contour Proximity Search Added
Viewing contacts or accounts on a Contour Map Added
Using the Place Detail View Added
Using the Places List View Added
Obtaining the Bing Maps Key for Contour Added
What is Contour Proximity Search? Added
Configuring Contour Integration Added
Integrations Provider Tab Added
Using the Account Detail View Updated
Using the Account List View Updated
Using the Contact Detail View Updated
Using the Contact List View Updated
Using the Integration Detail View Updated
Job Manager List View Updated
Viewing or that are Nearby Added
What's New In This Release Updated
User Profile Options Updated
Integrations Options Tab Updated

8.3.0.03

Topic Added or Updated
ERP Details Tab Updated
Adding Dashboard widgets to mingle Added
Adding a User Updated
Promoting Custom Roles to Infor Ming.le Added
Adding or Editing a Sales Order Discount Charge Item Added
Adding Outbound Message Settings Updated
Automatic Promotion Added
Bookmarking Records or Views Added
Configuring Back Office Extension Integration Updated
Configuring Infor CRM as your System of Record Added
ERP Details Tab Updated
Creating a New from a Sales Order Updated
Creating a Role Updated
Promoting Users to Infor Ming.le Updated
Enabling Email Notifications for Users Added
Field Mappings Tab Updated
Integrations Options Tab Updated
Linking to Shared Records from Added
Notes/History Tab Updated
Promote to Back Office Updated
Sharing Notes and History Items with mingle Added
Sharing Records with mingle Added
Understanding Automatic Promotion Added
Understanding the Available Buttons Updated
User Profile Options Updated
Using the Field Mapping Detail View Updated
What's New In This Release Updated
What is Back Office Integration? Updated
What is Infor ? Added
What is System of Record? Added

8.3.0.02

Topic Added or Updated
Account ERP Details tab Updated
Acknowledge Template Added
Adding or Editing a Custom Product Updated
Adding or Editing an Accounting Entity Updated
Configuring for Mingle Added
Configuring Back Office Extension Integration Updated
Configuring Infor CRM as your System of Record Added
Enabling Refresh Pricing Added
ERP Details Tab Added
ERP Logical ID Added
Finding Records Updated
Potential Matching Records Updated
Process Template Added
Promote to ERP Updated
Quote Snapshot Updated
Refreshing Sales Order or Quote Prices Added
Sales Order and Quote Products Tab Updated
Sales Order Snapshot Updated
Sync History List View Updated
Sync Template Added
Using Infor CRM as System of Record Added
Using the Opportunity Detail View Updated
Using the Quote Detail View Updated
Using the Sales Order Detail View Updated
Using Widgets Updated
What's New In This Release Updated
What is System of Record? Added

8.3.0.01

Topic Added or Updated
Accounting Tab Updated
Adding a New Opportunity Updated
Adding a Quote Updated
Adding a Back Office Updated
Adding an Ad Hoc Group Updated
Adding an Attachment Updated
Adding or Editing an ERP Person Updated
Adding and Managing Countries and Country Codes Updated
Adding or Cloning a Price Mapping Updated
Adding or Cloning a Price Service Updated
Adding or Editing a Basic Integration Link Updated
Adding or Editing an Accounting Entity Updated
BOD Mappings Tab Updated
Configuring Back Office Extension Integration Updated
Configuring Outlook Sync Integration Updated
Configuring the Integration Synchronization Service Removed
Dragging and Dropping Updated
Fulfilling, Completing or Rejecting Literature Requests Updated
General Options Updated
Integration Information Boxes Updated
Integrations Links Tab Updated
Integrations Options Tab Updated
Jobs Progress Dialog Updated
Price Lists Tab Removed
Quote Information Boxes Updated
Receivable Lines Tab Updated
Receivable Products Tab (Back office) Updated
Sales Order and Quote Products Tab Updated
Sales Order ERP Details Tab Updated
Sales Order Information Boxes Updated
Sales Persons Tab Updated
Scheduling a Literature Request Updated
Supported Features By Browser Updated
Troubleshooting Common Issues Updated
Troubleshooting Desktop Manager Updated
Using the Back Office Detail View Updated
Using the Price Service Detail View Updated
Using the BOD Mappings Detail View Updated
Viewing Receivable Line Item Information Updated
What's New In This Release Updated
What are Price Services? Added

8.3

Topic Added or Updated
Account Details Tab Updated
Information Boxes Updated
ERP Details Tab Added
Accounting Tab Added
Activities Tab Updated
Adding a BOD Mapping Updated
Adding a Defect Activity Rate New! Added
Adding a Field Mapping Updated
Adding a Quote Added
Adding a Ticket Rate New! Added
Adding an Attachment Updated
Adding or Editing an ERP Person Added
Adding an Exchange Rate New! 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 New! 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 New! Added
Assigning Users to the Standard User Role Updated
Associating to a Promoted Added
Back Offices Tab Updated
Bill To Tab for Sales Orders and Quotes Added
BOD Mappings Tab Added
Configuration Groups tab Added
Configuring Back Office Extension Integration Updated
Configuring Outlook Sync and Outlook Integration Updated
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 Updated
Importing Records Updated
Importing User Records Added
Infor CPQ Overview Added
Infor CRM and Outlook Updated
Installing 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 and 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 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 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 the 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  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 Detail View Updated
Using the 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 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
Related topics