What's New In This Release

Version 9.3

• User theme mode and color settings are now stored in the database so that they are available on different browsers and after clearing the browser cache.
• Notes are no longer required to be associated with a record.
• There are new options for cascading changes to related records when:
  • Updating accounts from the list view Common Task, Update option.
  • Updating the main phone number, address, or account manager on the Account detail view.
  • Updating the work phone number or address on the Contact detail view.
• Customer Journeys
  • Now available for tickets, sales orders, and quotes.
  • Now may include a note step.
  • Account detail view Customer Journey 360 tab displays a graphical representation of all customer journeys for the account and any customer journeys for contacts, opportunities, sales orders, quotes, or tickets associated with the account. See Using the Customer Journey 360 tab
  • Dashboard Customer Journey Kanban widgets for tickets, sales orders, and quotes. See Working with a Dashboard Customer Journey Kanban widget
• Multi-Factor Authentication provides an extra security layer by requiring users to provide a unique and time-sensitive code before being signed in to the Infor CRM Web Client.
  • You must set up an up an authentication method. See Signing in using Multi-Factor Authentication
  • You can manage Multi-Factor Authentication methods from the Tools menu, Options, Multi-Factor Authentication tab. See Managing Multi-Factor Authentication methods
• You can start a CRM Workflow manually for a selected contact, account, lead, opportunity, sales order, quote, ticket invoice, return or user from the list or detail view Task Pane option. See Starting a CRM workflow
• For administrators
  • Database Manager allows the administrator to manage the database and perform related tasks in a single location. There are separate tabs for Tables, Views, Functions, Triggers, Global Joins and Audit. Each tab displays the records in a list view and detail pane tabs to manage the information for a specific item. The Task Pane includes tab-specific tasks for each tab. See Using Database Manager
  • Execute Query allows the administrator to test or execute SQL statements. See Execute query
  • Plugin Manager list view displays Web plugins and allows the administrator to delete and manage plugin releases. See Using Plugin Manager list view
  • SpeedSearch Manager allows the administrator and users with permission to manage SpeedSearch indexes and schedules and set SpeedSearch settings. See Using SpeedSearch Manager
  • CRM Workflow
    • Triggers can now be based on a date, a schedule, or manual trigger.
    • New trigger condition operator, On Change.
    • New date field operators for date triggers: Past due x days, Past due x hours, Within x days and Within x hours.

    See CRM workflows for more information.

  • Configure email Send to CRM attachment options and domain exclusions from the Office Profile Email Setup tab. See Office Profile Email Setup tab
  • Customer Journeys
    • New note step action.
    • Supported for tickets, sales orders, and quotes.
    • Supported for users:
      • You can create a customer journey with notes and check list (None) step actions.
    • Enable and configure Multi-Factor Authentication. See Implementing Multi-Factor Authentication
      • Reset a user's authentication methods. see Resetting Multi-Factor Authentication devices of a user
    • Manage Urgency codes used to prioritize tickets. See Managing urgency codes
    • Manage the Customer Portal Web Access User. See Using Office Profile Service/Support tab
    • The System Summary Report displays information about your Infor CRM SLX system. See Viewing the System Summary Report
    • New Secured Actions
    • • Administration/SpeedSearchManager/AddIndex - grants permission to add a SpeedSearch index.
      • Administration/SpeedSearchManager/AddSchedule - grants permission to add a SpeedSearch schedule.
      • Administration/SpeedSearchManager/DeleteIndex - grants permission to delete a SpeedSearch Index.
      • Administration/SpeedSearchManager/DeleteSchedule - grants permission to delete a SpeedSearch Schedule.
      • Administration/SpeedSearchManager/EditIndex - grants permission to edit a SpeedSearch index.
      • Administration/SpeedSearchManager/EditSchedule - grants permission to edit a SpeedSearch schedule.
      • Administration/SpeedSearchManager/ManageSettings - grants permission to manage SpeedSearch Settings.
      • Administration/SpeedSearchManager/RunSchedule - grants permission to run a SpeedSearch Schedule.
      • Administration/SpeedSearchManager/View - grants permission to view SpeedSearch Manager.

Version 9.2

Version 9.1

• CRM Workflow improvements.
  • New CRM Workflow step types were added:
    • Approve (replaces Approval)
    • Branch
    • Business Rule
    • Create Activity
    • Create Entity
    • Create History
    • Send Email (replaces Notification)
    • Start Workflow
    • Stop Workflow
    • Test Condition
    • Update Entity
  • CRM Workflows tab is now available on more detail views.
• Use the new History view to manage your history, including completed activities, notes, literature requests, reports, emails, and database changes.
• Database Change history items are now read-only.
• Dragging and dropping an email to the Quote, Sales Orders, Campaign, Return, and Defect Notes/History tabs now saves the email as a history record with an association to the detail view record.
• When converting an opportunity to a quote or sales order, the primary associated contact is automatically added as the associated contact on the new quote or sales order.
• When adding a new opportunity, you can now add an active campaign.
• Product changes
  • Ability to update the unit price of a zero priced opportunity product on an opportunity just like a quote or sales order product.
  • Ability to associate product parts with a product. Product parts are included with the product without any impact to the price.
  • On the Opportunity, Quote and Sales Order detail view Products tab you can now reorder the product line numbers using Move Up and Move Down buttons.
• Sales Order and Quote detail views now includes a Closed Date and "Requested By" is now "Contact".
• Lead Source is now a drop-down list instead of a lookup on most detail views and when adding records.
• Dashboards can now be shared with departments in addition to users and teams.
• Back Office integration
  • When Back Office integration is enabled, the Account lookup in Move Contact includes the ERP Customer ID.
  • CSI based price service support.
• Admin
  • The new CRM Workflow detail view Workflow Designer Tab provides a new user interface for adding, editing, and managing CRM workflow steps, including new step types:
    • Approve
    • Branch
    • Business Rule
    • Create Activity
    • Create Entity
    • Create History
    • Send Email
    • Start Workflow
    • Stop Workflow
    • Test Condition
    • Update Entity
  • The Developer Tools menu adds the ability for administrators to:
    • Install a Bundle
    • Rebuild Database Schema
    • Rebuild Web Platform
    • Deploy portals
      Note: Infor CRM SLX Cloud environments must first request access from the Infor CRM SLX Cloud Support team..
    • View Bundles
    • View Logs
    • Infor CRM SLX Cloud implementations can download the Application Architect from the Web Client.
  • The Job Service can now be stopped or started from the Web Client Job Manager, Job Execution tab. Common tasks have been added to Stop Job Service when it is running and Start Job Service when it is stopped.
  • The administrator can now specify the Library and Attachment paths from the Office Profile Document Paths tab.
  • Ability to create calculated fields with an aggregate (average, count, min/max, sum) that can calculate and display rollup information.
  • New Role:
    • Developer - new role contains the Toolbar or Developer Tools secured action.
  • New Secured Actions:
    • Entities/Attachment/Delete - grants permissions to delete attachments. It is part of the Standard User role.
    • Entities/Opportunity/RePriceOpportunity - grants permissions to the Refresh Pricing link. It is part of the Order and Quote Processor role.
    • Toolbar/Developer - grants permission to the Developer Tools menu and Install Application Architect button on the Tools, Options, General tab for Infor CRM SLX Cloud implementations.

Version 9.0

• Updated user interface
  • Ability to select a theme color from the Theme menu
  • Ability to specify light, dark, or high-contrast mode
  • Information is emphasized
    • Editable information is bold
    • Read-only information is in black text
    • Labels are now a lighter gray
  • Field borders appear in insert mode, dialog boxes, and in detail views when a field is selected (in focus).
  • An asterisk appears next to all required fields on insert views.
  • A new contact card on the Contact Detail view that highlights the most important contact information including the ability to upload a photo of the contact and a company image which can also be added from the Account detail view.
  • The ability to add an account image from the Account detail view that will also automatically appear on any associated contact's detail views.
• Ability to view and manage KPIs on the Accounts, Opportunities, Quotes, Sales Orders, Invoices, Contracts, Returns, and Ticket list views.
• New Dashboard widgets
  • Bubble Chart - A bubble chart uses bubbles or circles to show the relationship between categories
  • Group List
• New Log menu to quickly log a phone call, meeting, or to-do, as a history item or create a note.
  Note: Access to this menu must be granted by the administrator.
• Lookups based on phone numbers or emails now search across all phone numbers or email fields, not just a single, selected field.
  Note: To search for all phone numbers in a list or detail view lookup, there must be at least one phone number column in the default lookup layout group specified for that main view and the column Format Type must be set to Phone.
  • The default lookup layout group option is set in the Tools, Options, on the Group tab, Default Lookup Layout option, which is specified for each main view..
  • Group column format types are specified in the Query Builder Layout tab..
• For administrators
  • The ability to add company image from the Office Profile view appears automatically in the upper left corner above the Navigation bar.
  • When updating multiple accounts to change the owner, account manager, regional manager, or divisional manager that changes cascade and update the same value for all related contacts, opportunities, quotes, sales orders, returns, and tickets.
  • Territory realignment to reassign ownership of accounts based on the account owner, the account manager, or a custom group.
    Note: A territory realignment also updates the owner of the following related items: Contacts, Opportunities, Sales Orders, Quotes, Tickets, and Returns.
  • New Toolbar or Log secured action for viewing the Log menu.
  • Back Office Custom Settings:
    • CRMPriceOverrideReasonCode -The Reason Code to be added to a Discount Charge item created for a price adjustment to quote or sales order product that occurred in Infor CRM SLX. The default value is NULL as it is implementation specific.
    • ERPPriceOverrideReasonCode - The Reason Code to be added to a Discount Charge item created for a price adjustment to quote or sales order product that occurred in the ERP. The default value is NULL as it is implementation specific.
    • PriceAdjEnabled - If set to True, users can make adjustments to unit price of sales order and quote products in by adjusting the unit price and discounts will be calculated based on the unit price and percentage. Default is set to NULL which is interpreted as False.
    • ERPPriceOverrideEnabled - If set to True, users can edit the unit price of sales order and quote products in Infor CRM SLX. Default is set to NULL which is interpreted as False.

Version 8.5.0.1

• New Mail Merge feature is supported in all supported browsers..
  • Mail Merge is available from the Web Client Compose menu and task pane of supported list and detail views.
  • Ability to perform a mail merge with contacts, leads, and contacts associated with sales orders, quotes, contracts, returns, and tickets in addition to accounts and opportunities.
  • The Infor CRM Mail Merge for Microsoft Word add-in makes Mail Merge available in Microsoft Word.
  • Ability to fulfill literature requests in all supported browsers.
  • Ability to complete mail merge steps in a sales process in all supported browsers.
• When scheduling or editing an activity, you can view limited details of an associated record by hovering over a record in the Associations section. .
• For Administrators
  • For implementations that are integrated with Back Office, there is a new Is Value Override option in the Field Mapping Detail view and when adding, copying, customizing, or editing a field mapping. If this option is selected, when a BOD is processed and the field mapping property is not included as an attribute in the XML, the value in the Infor CRM SLX database will be set to NULL. If this option is cleared, when the BOD is processed and the field mapping property is not included as an attribute in the XML, no updates will be made to that property in Infor CRM SLX.
  • The upgrade-safe BOD Packs have been enhanced to include CSI price service support for CSI-10-based implementations.

Version 8.5

• The new Dashboards feature provides all new configurable widgets including new funnel, gauge, and donut charts, and the ability to add multiple data sources for some chart types.
• CRM Workflow
  • New review and approval process includes:
    • Individual or group approval processes
    • Configurable approval criteria
    • Escalation support
  • An updated template editor with the following enhancements:
    • Token selection has transitioned to the standard @ mention user interface
    • Expanded constant tokens include: $Link_ApprovalForm, $Link_DetailForm, $EntityType, and $ApprovalStatus
  • Department, team, Infor CRM SLX User, and email related properties are now supported as valid notification address selections
  • The Step condition editor now includes support for related data content and the new expanded constant tokens
• For administrators
  • The ability to expose entities for Dashboards from the Entity Manager.
  • In the Application Architect, customizations are now being stored separately from core files, entities, and entity properties. This includes changes made in the Web Client Entity Manager, Form Manager and Group Manager. For more information see the Application Architect help topic "Working with Customizations".
  • Optional optimized Back Office Extension inbound handler

    • Processes pending BODs in a prioritized Last-in-First-out (LIFO) sequence once

      the IOBOX database has been updated with the new

      SqlServer_CreateInboxLifoIndexes.sql script

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 CRM SLX 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 CRM SLX Sales Orders.
    • Ability to override the unit price
      • New Secured Actions
        • Entities/SalesOrder/OverridePricing - Allows the Infor CRM SLX 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 CRM SLX 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 CRM SLX 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 CRM SLX 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 CRM SLX 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 CRM SLX user to add forecast records
    • Entities/Forecast/Delete - Allows the Infor CRM SLX user to delete forecast records
    • Entities/Forecast/Edit - Allows the Infor CRM SLX user to edit forecast records
    • Entities/Forecast/View - Allows the Infor CRM SLX user to access forecast views and records
    • Entities/Quota/View - Allows the Infor CRM SLX 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 CRM SLX user to add quota records
    • Entities/Quota/Delete - Allows the Infor CRM SLX user to delete quota records
    • Entities/Quota/Edit - Allows the Infor CRM SLX 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 CRM SLX 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 CRM SLX, 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 CRM SLX is integrated with a supported ERP system, Infor CRM SLX 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 CRM SLX 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 CRM SLX 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 CRM SLX 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 CRM SLX users to close opportunities and determine level of engagement of the leads. This functionality helps Infor CRM SLX users to:
  • Improve operational efficiency.
  • Provides Two-way synchronization between leads and contacts inInfor CRM SLX and Marketo.
  • Provides One-way synchronization between accounts, opportunities and Users in Infor CRM SLX 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 CRM SLX 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 CRM SLX 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 CRM SLX account record.
    Note: The publishing of quotes and sales orders from Infor CRM SLX to the host ERP system is not supported with Master Data Consolidation enabled.
• Infor CRM SLX 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 SLX Opportunities widget of associated quotes for each opportunity.
  • Infor Ming.le Infor CRM SLX Contracts widget which provides a detailed view of the contract and associated contacts.
  • Infor Ming.le Infor CRM SLX 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:
  • Normalise Base Currency provides an option to store data published by an ERP in terms of the Infor CRM SLX base currency. This allows customers who opt for this service, to work in Infor CRM SLX using the Infor CRM SLX base currency even though the integrated ERP system uses a different base currency.
  • Using the Wrokflow Definition Detail View enables Infor CRM SLX users to initiate a workflow defined in ION from within Infor CRM SLX. The trigger can be defined as conditional or manual in Infor CRM SLX 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 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. 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:
  • Steps for configuring Sales Intelligence, including the displaying the purchase likelihood score options.
  • New Custom Settings List view and Custom Settings detail view to manage group export settings, CreatePivot and MaxExportRecords.
  • There is a new Office Profile Groups tab that allows you to set a limit for the number of groups that can display as tabs on list and detail views. All standard groups will be marked as Favorites by default.
  • There is a new common task on the Group Manager view to determine which groups will be marked as Favorites by default for new users.
• 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:
  • Ability to promote users between Infor CRM SLX and Infor Ming.le.
  • Ability to promote roles between Infor CRM SLX and Infor Ming.le.
• New and updated help topics

Version 8.3.0.04

• Contour Proximity Search includes the ability to:
  • View one or more contacts or accounts on a map
  • Show other nearby contacts or accounts
  • Perform an account or contact search
  • View a list of places that can be added to a map of contacts or accounts
  • Add, edit, or share places
• Ability to view a sales order's taxes (Infor CRM Back Office Extension only.)
• Updates for administrators and those with appropriate role access:
  • Steps for configuring Contour integration
  • New Back Office Extension integration Option for defining the culture

Version 8.3.0.03

• Integration with Infor Ming.le
  • Integration with Infor Ming.le includes:
    • Sharing records
    • Sharing notes and history items
    • Bookmarks
    • Links in Infor Ming.le that link to Infor CRM SLX
    • Adding Infor CRM SLX Dashboard widgets in Infor Ming.le
• System of Record
  • There is a new sync status "Published by CRM" to indicate that CRM is the system of record for a contact or an account
• Updates for administrators and those with appropriate role access:
  • The ability to configure Infor Ming.le
  • New Back Office Extension integration Option for defining the culture
• New and updated help topics. See Added and Updated Topics for a complete list

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:
  • Steps for enabling the Refresh Pricing feature
• Infor CRM SLX 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

• Creating an ad hoc group with a large number of records now uses the Job Manager
• Back Office integration updates:
  • You can now define a location when adding or editing an accounting entity.
  • Price Service information has been moved from the Back Office detail view to the Price Service detail view.
• Updates for administrators and those with appropriate role access:
  • The ability to set a default quote duration

Version 8.3

• New integration with Infor Ming.le enables single sign-on and running Infor CRM SLX within the Ming.le framework
• Infor Configure Price Quote (CPQ) is now integrated with Sales Orders, Quotes, and Opportunities in the Web Client. CPQ provides Web Client users with an image-driven interface for building out customer requirements
• Outlook Sync and the Outlook Integration features that were previously included with Desktop Integration have been moved to Infor CRM SLX Xbar for Microsoft Outlook.
• New user options
  • Ability to enable the Username/Time Stamp button to add your name, the date, and time (according to your language settings) to memo boxes on which your administrator has turned on this feature
  • Ability to set customer service user options
• Improved quote and sales order processes have separated quotes from sales orders
  • Ability to add a quote or sales order from an opportunity, including any products
  • Ability to add and manage quotes, including converting a quote to a sales order or generating a proposal
  • New Quotes tab on the Account and Opportunity detail views
• Back Office integration is now available within the base product, including:
  • Bi-directional synchronization of quotes and sales orders
  • Inbound and outbound processors can now support custom country codes
• Notes/History, Activities and Ticket Activities tabs preview panel now displays up to 256 characters below the record instead of in a separate panel as in previous releases. The Show/Hide Preview button allows the user to show or hide the preview data with one click

• The user defined detail view middle section is now responsive to the number of records available to display. The grid displays a maximum number of rows and provides a way to scroll to view more

• Features for Administrators and those with appropriate role access:
  • Import accounts, opportunities, leads, users, tickets, lead sources, and products
  • Copy user profile information to multiple users
  • Manage office profile information, including office hours, service and support options, password options, currency, help configurationlicenses
  • Manage your base currency and exchange rates
  • Manage countries and country codes
  • Add or edit an entity
  • Add or edit relationships
  • Make entities and fields importable
  • Add and edit calculated fields
  • Ability to add a new pick list when adding a pick list field
  • Add and manage ticket activity rates
  • Add and manage defect activity rates

  • If a user is denied access because there are no remaining concurrent licenses available, the User Audit Additional Info column is updated to indicate that No valid concurrent license available

Version 8.2.0.01

• Ability to update multiple fields for multiple records, including the ability to update the [account manager] or account owner after an import.
• Ability to delete multiple records
• Features for Administrators and those with appropriate role access:
  • Filter Manager is now Entity Manager which enables the management of entity filters, metrics, fields, and relationships.
  • Ability to add and edit fields
  • Area/Category/Issue management including ability to manage auto assignment

Version 8.2

• Refreshed user interface to reflect product branding and enhance your experience.

  See "Understanding the Infor CRM Web Client Workspace" to review common workspace features and behavior.

• Ability to retrieve or reset your user name or password
• Ability to change your language setting from the sign on screen or options
• New contact import
• Ability to delete multiple contacts
• Features for Administrators and those with appropriate role access:
  • Group management
  • Filter management accounts