What's New In 9.3 Release
This topic describes the enhancements for the 9.3 version.
- 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.