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Administration
Administrative checklists
Administrative checklists
This section enlists a set of tasks to be performed by the administrator.
Side TOC
Side TOC
Administration
System management
Manage resources and qualifications
Manage entities and groups
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
Teams and departments
Using the Pick Lists list view
Using the Pick List detail view
Job manager
Role detail view
Integrations
Using Check for Duplicates
What are customer journeys?
Using Plugin Manager list view
Using the database manager views CRM Details tab
Using SpeedSearch Manager
Viewing the System Summary Report
Using the database manager table Global Joins tab
Using the database manager global joins CRM Details tab
Using the database manager Global Joins tab
Deleting a Trigger Definition in database manager
Adding a Trigger in database manager
Using the Database Manager Triggers tab
Using the Database Manager Functions tab
Using the database manager functions CRM Details tab
Using the database manager trigger CRM Details tab
Adding or modifying Global Joins in database manager
Adding a View in database manager
Using the database manager Tables tab
Adding Tables in Database Manager
Deleting tables in database manager
Using the database manager table CRM Details tab
Adding or modifying a trigger definition
Adding or modifying Table fields in Database Manager
Execute query
Using the database manager table Triggers tab
Using Database Manager
Adding or viewing table indexes in Database Manager
Deleting table fields in Database Manager
Deleting views in Database Manager
Using the Database Manager View Fields tab
Using the Database Manager Table Fields tab
Managing plugin releases
Using the database manager Views tab
Using the database manager Audit tab
Using the database manager Audit CRM Details tab
Deleting a plugin
Using the database manager tables Indexes tab
Deleting a Global Join in Database Manager
Implementing Multi-Factor Authentication
Inserting a Custom Setting
Using Plugin detail view
Plugin information fields
Deleting Table Indexes in Database Manager