Related Documentation

• Infor CloudSuite CRM Quick Reference card provides commonly used buttons, email configuration options, and tips for working with groups and Outlook Integration. The Quick Reference card is accessible from the Help menu.
• The Implementation Guide provides step-by-step instructions for installing Infor CloudSuite CRM. The Infor CloudSuite CRM Implementation Guide is available on the Infor CloudSuite CRM media.
• The Administrator Help provides detailed instructions for managing user, teams, offices, Network bundles, and remotes. Some user management features are available in the Web Client, while full features and functionality are available in the Administrator.
• The Infor CloudSuite CRM Mail Merge Help provides detailed information on the following: writing an email message to a contact, writing an email message, letter, or fax using a template, and using the Mail Merge engine to send correspondence to a group of contacts, accounts, etc. This help system also explains how to create and print address labels or envelopes, as well as, how to create, edit, and delete templates.
• Compatibility information for Infor CloudSuite CRM v8.4 is available in the Infor Online Compatibility Matrix (OCM).
  1. Sign in to the InforXtreme Portal web site: www.infor.com/inforxtreme.
  2. Expand the Environment menu, and then click Online Compatibility Matrix.

Click Help for a video explaining the features of the OCM.

Help is available in each Infor CloudSuite CRM application. Additional resources and documentation are available to Partners and Customers with a valid technical support contract at www.infor.com/inforxtreme.