Infor CRM SLX – Help

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Introducing Infor CRM SLX Web Client
Third Party Software, Trademarks and Registered Trademarks
What's New In This Release
Help system
Assumptions and Conventions
New User Tips
Getting started with the Infor CRM SLX Web Client
Signing in to Infor CRM SLX Web Client
Signing in to Infor CRM SLX Customer Portal
Regional Format
Related Documentation
Understanding the Infor CRM SLX Web Client Workspace
Editing SQL lists in Word templates
Administration
System management
Using the Office Profile detail view
Adding a License
Office profile Financial Settings tab
Office Profile Email Setup tab
Setting up SMTP email
Manage resources and qualifications
Managing Resources
Using the Resource detail view
Managing Qualifications
Using the Qualification detail view
Manage entities and groups
Using the Entity Manager
Creating a new entity
Add a Field View
Adding a Field
Modifying a Field
Adding Filters
Modifying a Filter
Adding Metrics
Modifying Metrics
Exposing an Entity for Dashboards
Using the Group Manager
Administrative checklists
New employee access to Infor CRM SLX
A user leaves or not required in Infor CRM SLX
A user on extended leave
A user returns from extended leave
User detail view
Understanding Users
User list view
User detail view
Viewing Logged In User Information
Adding a User
Activating or Deactivating a User Login
Changing a user profile
Change a password (Administrator)
Changing a password in a users view
Changing a password in Options
Other Calendars Tab
Allowing access right to another user calendar
Modifying access right of another user calendar
Removing access right of another user calendar
Teams and departments
Working with Teams
Understanding a team
Creating a team
Adding Team Members
Adding team members using Team detail view
Adding multiple team members using list view
Removing a team member
Replacing a team member in all teams
Creating a department
Using the Pick Lists list view
Pick List detail view
What are Pick Lists?
Adding a Pick List
Managing items in a Pick List
Using the Pick List Items tab
Using the Pick List aliases tab
Adding a Pick List alias
Job manager
Job Manager List View
Role detail view
What are Roles and Secured Actions?
Creating a role
Integrations
Using Integrations
SData Sync Configuration view
Configuring SData
Integrations list view
Integration detail view
Integrations links
Sync Jobs list view
Sync History list view
Custom Field Mappings
Field Mappings tab
Back Office Extension
What is Back Office Integration?
Configuring Back Office Extension Integration
Back offices
Using the Back Office detail view
Adding a back office
Adding an accounting entity (back office extension)
Editing an Accounting Entity (Back Office Extension)
ION BOD mapping
Using the BOD mappings detail view
Adding a BOD mapping (back office extension)
ION field mappings
Using the field mapping detail view
Defining a BOD field mapping
Person
Using the Persons list view
Using the Person detail view
Adding an ERP person (back office extension)
Sales Persons tab
What is system of record?
What is Master Data Consolidation
Marketo overview
The Marketo Synchronization Maps tab
Adding a new Marketo Entity Map
Marketo Synchronization Map detail view
The Marketo Map Fields tab
The Edit Map Field window
The Marketo Activity Types tab
Modifying the Activity Type
Marketo Session Log list view
Marketo Session Log detail view
The Session Errors tab
Viewing Marketo Session Log Error Details
Marketo Sales Insight tab
Marketo Lead detail view
Promoting a user to Marketo
Opportunity Marketo Details tab
Account Marketo Details tab
Running the Marketo ad hoc jobs
Running the Marketo scheduled jobs manually
What is Marketo Partitions
Marketo Partitions Tab
Marketo Partitions Configure Pop-up
Marketo integration overview
Google Integration
Outlook sync
Setting Infor CRM SLX Advanced Options
Configuring Outlook Sync Integration
CPQ
Infor CPQ Overview
Enabling CPQ
Configuration Groups tab
Creating CPQ configuration groups
Modifying configuration groups
Viewing or Editing Product CPQ Details
Using Infor CPQ Configurator
Sales Orders and Quotes
Sales Order and Quote Products Tab
Editing Sales Order or Quote Product Information
Opportunities
Opportunity Products
Editing Opportunity Product Information
Configuring Sales Intelligence Integration
The EQ Configuration tab
Workflows
CRM Workflows
What are CRM Workflows?
Configuring CRM Workflows
Integration Workflows Tab
Adding a Workflow
Copying a Workflow
Deleting a Workflow
Using the Workflow Definition detail view
Setting Trigger Conditions for a Workflow
CRM Workflows Tab
Using the CRM Workflow list view
Using the CRM Workflow detail view
CRM Workflow Fields
Steps Tab
CRM Workflow Steps tab
Using the CRM Workflow Step detail view
CRM Workflow step instance fields
Notification Tab
Comments Tab
Approvers Tab
Observers Tab
CRM Workflow Properties tab
Deleting a CRM Workflow Step
Defining the Start Workflow Step
Editing a Workflow step
Defining the Send Email Workflow step
Defining the Business Rule Workflow Step
Defining the Update Entity Workflow Step
Creating CRM Workflow Entity
Using ION Workflows
Office Profile Document Paths tab
Workflow Designer tab
Workflow Designer Tab
Installing Bundles
Inserting a new CRM Workflow Step
Defining the Create Activity Workflow Step
Defining CRM Workflow Step Conditions
Defining the Branch Workflow Step
Defining the Test Condition Workflow Step
Defining the Create History Workflow Step
Selecting CRM Workflow Step Result
Defining the Approve Workflow Step
Rebuilding the Database Schema
Rebuilding the Web Platform
ION Workflows
What are ION Workflows?
Configuring ION Workflows
The ION Workflow Definition Audit tab
The ION Workflow Field Mappings tab
Configuring a Standard ION Workflow
Active ION Workflows tab
Creating a new ION Workflow
Triggering a Workflow Manually
Creating ION Workflow field mappings
Using a Standard ION Workflow
Cancelling an ION Workflow
Promotion Failure Notification Workflow
Using the Swagger API Docs View
Using Check for Duplicates
What are Customer Journeys?
Adding or Editing a Customer Journey Stage
Using the Customer Journeys list view
Using the Customer Journey detail view
Adding or Editing a Customer Journey CRM Workflow Step
Adding or Editing a Customer Journey Step
Deleting a Customer Journey Stage
Deleting a Customer Journey Step
Copying a Customer Journey
Copying a Customer Journey Step
Adding or Editing a Customer Journey Activity Step
Adding or Editing a Customer Journey Mail Merge Step
Customer Journey Stages/Steps tab
Copying a Customer Journey
Deleting a Customer Journey
Inserting a Customer Journey
Customer Journey tab
What Are Contacts?
Using the Contact list view
Using the Contact detail view
Adding Contact and Account information
Adding a new Contact and Account
Editing a Contact
Deleting Contacts
Moving a Contact
Importing Records
Accessing the Record Import view
Importing a List Using a Template
Importing a List Without Using a Template
What is Infor CRM SLX Sales Intelligence?
What are Accounts?
Using the Account list view
Using the Account detail view
Account Hierarchy
Adding a New Account
Account Association detail view
Editing an Account
Deleting an Account
What is Infor CRM SLX Sales Intelligence?
Promote to Back Office
Closing an Account
What Are Opportunities?
Using the Opportunity detail view
Using the Opportunity list view
Adding a new Opportunity
Editing an Opportunity
Closing an Opportunity
Closing an Opportunity (won)
Closing an Opportunity (lost)
Deleting an Opportunity
Opportunity Pricing Web Services
What Are Forecasts?
Using the Forecasts list view
Using the Forecast detail view
Adding a Forecast
Editing a Forecast
Deleting a Forecast
Using the Forecast Pipeline view
Using the Forecast Audit
Using the Forecast Worksheet
Including Opportunities in Forecast
Opportunity tab - Forecast detail view
Forecast Snapshots
Taking a Forecast Snapshot
What are Quotas
Using the Quotas list view
Using the Quota detail view
Adding a Quota
Copying a Quota
Editing a Quota
Deleting a Quota
Accessing Quotas without a description
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 Welcome Page Widgets
Configuring a Welcome page Charting widget
Configuring the Welcome page Group List widget
Configuring a Welcome page Links List widget
Configuring the Welcome page SData widget
Configuring the Welcome Page Website widget
Configuring the Welcome page Web Feed widget
Introducing Welcome page widgets
Using a Funnel Chart
Working with a Dashboard Group List widget
Working with a Dashboard Bubble Chart widget
Introducing Dashboards
Working with Dashboards
Adding a new Dashboard tab
Copying a Dashboard tab
Renaming a Dashboard tab
Deleting a Dashboard tab
Refreshing Dashboard widget data
Reordering Dashboard widgets
Dashboard widgets
Working with a Dashboard Pie widget
Working with a Dashboard Bar Chart widget
Working with Dashboard Donut Chart widgets
Working with Dashboard data sources
Working with Dashboard data sources
Working with a Dashboard Line Chart widget
Working with a Dashboard Gauge Chart widget
Deleting Dashboard widgets
Working with the Dashboard Infor CRM SLX Welcome widget
Working with a Dashboard Link widget
Working with a Dashboard Funnel Chart widget
Working with a Dashboard Column Chart widget
Widget Settings
Working with Dashboard SData Feed widgets
Working with the Welcome page
Adding a new Welcome Page tab
Copying a Welcome Page tab
Deleting a Welcome Page tab
Displaying a Welcome Page tab
Sharing a Welcome Page tab with other users
Modifying Welcome Page tabs and columns
Hiding or removing Dashboard chart items
Sharing a Dashboard tab with other users
Working with a Dashboard Customer Journey Opportunity Kanban widget
Customer Service Overview
What are Tickets?
Using the Ticket list view
Using the Ticket detail view
Adding a new Ticket
Editing a Ticket
Closing a Ticket
Deleting a Ticket
What are Contracts?
Using the Contract list view
Using the Contract detail view
Adding a Contract
Making a Contract inactive
Contract Types working with Contracts
What are Defects?
Using the Defect list view
Using the Defect detail view
Adding a Defect
Closing a Defect
Working with Returns
Using the Return list view
Using the Return detail view
Adding a Return
Closing a Return
What Are Assets?
Adding an Account Asset
Configuration
Setting Customer Service Options
Managing Area/Category/Issue values
Adding Area/Category/Issue
Editing Area/Category/Issue
Copying Area/Category/Issue
Deleting an Area/Category/Issue
Adding a defect Activity Rate
Adding a Ticket Rate
What are Activities and Events?
Working with activities
Scheduling or editing an Activity
Scheduling an Activity
Editing an Activity
Completing an Activity
Completing an Activity from the Menu
Completing multiple Activities
Reassigning Multiple Activities
Deleting an Activity
Deleting multiple Activities
Using the Activities list view
Territory Realignment
Using Territory Realignment
Logging Phone Calls, Meetings, or To-Dos to History
Using the History list view
Working with events
Scheduling an Event
Editing an Event
Setting Calendar options
Using the Calendar
What are contact processes?
Using the Process Manager
Scheduling a Process
Sales Processes
Updating Sales Process stages
Finding Sales Processes
Marketing
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 Leads
Adding a Campaign
Deleting a Campaign
Copying a Campaign
Launching a Campaign
Using the Campaign detail view
Using the Campaign list view
What are Campaign Targets?
Managing Campaign targets
Using Filters to add targets to a Campaign
Using Groups to add Targets to a Campaign
Campaign Stages/Tasks tab
Adding/Editing/Completing Campaign Stages
Adding Campaign stages
Editing Campaign stages
Completing Campaign stages
Adding/Editing/Completing Campaign Tasks
Adding Campaign Tasks
Editing Campaign Tasks
Completing Campaign Tasks
Mail Merge
Starting a Mail Merge in microsoft word
Attaching an Infor CRM SLX library file
Adding an Infor CRM SLX Library file to a Mail Merge performed in microsoft word
Viewing the progress of a Mail Merge in Microsoft word
Setting Merge With options for web client Mail Merges
Setting Follow-Up activity options for Mail Merge
Templates overview
Working with word templates
Converting legacy Mail Merge word templates
Using Lookup in Infor CRM SLX Mail Merge for Microsoft Word
Editing Merge fields in a word template
Sharing word templates with other users
Removing access to a shared Word template
Updating a shared Word template
Saving or importing a new Word template
Deleting a Word template
Editing SQL tables in Word templates
Working with Web Email Templates
Creating a new Web Email Template
Editing a Web Email Template
Using the Email Template detail view
Using the Email Templates list view
Managing web Email Templates
Deleting a Web Email Template
Email Template Properties tab
Copying a Web Email Template
Compose menu
Infor CRM SLX Mail Merge for Microsoft Word add-in
Setting Infor CRM SLX Database Connection options
Inserting Merge fields in a Word template
Using Lookup in Infor CRM SLX Mail Merge for Microsoft Word
Viewing Invalid or Failed Merge Information
What are Reports?
Report Preview
Running a Report
SpeedSearch
Using SpeedSearch from the Menu Bar
Using SpeedSearch
What are Groups?
Saving a Lookup as a Group
Adding an Ad Hoc Group
Modifying Groups
Exporting Records to a File
Adding an Advanced Query Group
What is the Query Builder?
Opening Query Builder
Viewing the SQL Version of a Query
Query Builder tabs
Setting Query Builder Properties
Query Builder Conditions
Adding a Conditional Statement
Editing a Conditional Statement
Deleting a Conditional Statement
Query Builder Layout
Adding a Field in a Layout
Editing a Field in a Layout
Deleting a Field in a Layout
Reordering a Field in a Layout
Query Builder Sorting
Adding the Sorting Criteria
Reordering the Sorting Criteria
Deleting the Sorting Criteria
Query Builder Defaults
Joining Tables
Guidelines for Using Joins
Global Join Manager
Using Calculated Fields
Adding Calculated Fields
Editing Calculated Fields
Deleting Calculated Fields
Working with Aggregate Calculated Fields - Examples
Using Aggregate Calculated Fields
Using Integrations
Integrating with Outlook
Infor CRM SLX and Outlook
Configuring Outlook Sync and Outlook Integration
Setting Infor CRM SLX Connector Connection Options
Setting Infor CRM SLX Connector Sync Options
Setting Infor CRM SLX Connector Address Book Options
Setting Infor CRM SLX Connector Send to CRM/Record to History Options
Setting Infor CRM SLX Connector Logging Options
Setting Infor CRM SLX Connector Appointment Filters Options
Using Outlook Integration
Using Outlook Synchronization
Contact synchronization
Understanding Contact Synchronization with Microsoft Outlook
Creating a Contact Sync Group
Contact Synchronization Scenarios for Microsoft Outlook
Adding Contacts from Microsoft Outlook to Infor CRM SLX
Selecting Infor CRM SLX Contacts to Synchronize with Microsoft Outlook
Calendar Synchronization
Understanding Calendar Synchronization with Microsoft Outlook
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
Using Infor CRM SLX as System of Record
Overview of Normalization
Dated Exchange Rates overview
Enabling Dated Exchange Rates functionality
Creating periods
The Period Detail view
Using the Periods tab
The Exchange Rates tab
Normalizing records using the Bulk Update option
Email integration
Understanding Email Integration
What is Infor OS Portal (Ming.le)?
Bookmarking Infor CRM SLX Records or Views
Custom Field Mappings
Troubleshooting Common Issues
Troubleshooting Send to CRM and Record to History
I Do Not See Updated Data
Glossary of Terms
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