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Account Details Tab
|
Updated
|
|
Information Boxes
|
Updated
|
|
ERP Details Tab
|
Added
|
|
Accounting Tab
|
Added
|
|
Activities Tab
|
Updated
|
|
Adding a BOD Mapping
|
Updated
|
|
Adding a Defect Activity Rate
New!
|
Added
|
|
Adding a Field Mapping
|
Updated
|
|
Adding a Quote
|
Added
|
|
Adding a Ticket Rate
New!
|
Added |
|
Adding an Attachment
|
Updated
|
|
Adding or Editing an ERP Person
|
Added
|
|
Adding an Exchange Rate
New!
|
Added
|
|
Adding Bill To Information
|
Added
|
|
Adding or Cloning a Price Mapping
|
Added
|
|
Adding or Cloning a Price Service
|
Added
|
|
Adding or Editing a Custom Product
|
Updated
|
|
Adding or Editing Fields
|
Updated
|
|
Adding Outbound Message Settings
|
Added
|
|
Adding Pay From Information
|
Added
|
| Adding Products to an Opportunity
|
Updated
|
|
Adding Relationships
New!
|
Added
|
|
Adding Sales Order and Quote Products
|
Updated
|
|
Adding Ship To Information
|
Added
|
|
Adding Team Members
|
Updated
|
|
Assigning Secured Actions to a Role
|
Added
|
|
Assigning Users to a Role
New!
|
Added
|
|
Assigning Users to the Standard User Role
|
Updated
|
|
Associating to a Promoted
|
Added
|
|
Back Offices Tab
|
Updated
|
|
Bill To Tab for Sales Orders and Quotes
|
Added
|
|
BOD Mappings Tab
|
Added
|
|
Configuration Groups tab
|
Added
|
|
Configuring Back Office Extension Integration
|
Updated
|
|
Configuring Outlook Sync and Outlook Integration
|
Updated
|
|
ERP Details Tab
|
Added
|
|
Converting Unmatched Country Aliases
|
Added
|
|
Copying Profile Information
|
Updated
|
|
Country Aliases Tab
|
Added
|
|
CPQ Details
|
Added
|
|
Creating a New Entity
|
Added
|
|
Creating or Editing Configuration Groups
|
Added
|
|
Customizing Your List View Groups
|
Updated
|
|
Defect Activity Rate Details Tab
|
Added
|
|
General options
|
Updated
|
|
Discount Charges Tab
|
Added
|
|
Dragging and Dropping
|
Updated
|
|
Editing an Entity
|
Added
|
|
Editing Opportunity Product Information
|
Updated
|
|
Editing Product Information
|
Updated
|
|
Editing Relationships
|
Added
|
|
Editing the Supported Languages Pick List
|
New
|
|
Editing User Options
|
Updated
|
|
Enabling CPQ
|
Added
|
|
Entity Manager Relationships Tab
|
Added
|
|
ERP Person Information Boxes
|
Added
|
|
ERP Person Information Boxes
|
Added
|
|
Example: Adding a New Pick List Field to a Form
|
Added
|
|
Exporting Records to a File
|
Updated
|
|
Filtering Items in a Pick List
|
Added
|
|
Getting Started with the
|
Updated
|
|
Importing Records
|
Updated
|
|
Importing User Records
|
Added
|
|
Infor CPQ Overview
|
Added
|
| Infor CRM and Outlook
|
Updated
|
|
Installing Office Integration
|
Added
|
|
Integrations Options Tab
|
Updated
|
|
Making an Entity or Field Available to Import
|
Added
|
|
Adding and Managing Countries and Country Codes
|
Added
|
|
Managing Currency
|
Added
|
|
Matching Records Between and
|
Updated
|
|
Notes/History Tab
|
Updated
|
|
Office Profile Help Tab
|
Added
|
|
Office Profile Licenses Tab
|
Added
|
|
Office Profile Office Hours Tab
|
Added
|
|
Office Profile Security Tab
|
Added
|
|
Office Profile Service/Support Tab
|
Added
|
|
Opportunity Summary Tab
|
Updated
|
|
Outbound Message Settings Tab
|
Added
|
|
Pay From Tab
|
Updated
|
|
Price Mappings Tab
|
Added
|
|
Price Services Tab
|
Added
|
|
Promote to Back Office
|
Added
|
|
Quote Details Tab
|
Added
|
|
Quote ERP Details Tab
|
Added
|
|
Quote Snapshot
|
Added
|
|
Quotes Tab
|
Added
|
|
Recording an Email Message to History
|
Updated
|
|
Removing a Product from a Sales Order or Quote
|
Updated
|
|
Removing or Replacing Team Members
|
Updated
|
|
Sales Order and Quote Products Tab
|
Updated
|
|
Sales Order Details Tab
|
Added
|
|
Sales Order ERP Details Tab
|
Updated
|
| Sales Order information fields
|
Updated
|
|
Sales Order Snapshot
|
Updated
|
|
Sales Persons Tab
|
Updated
|
|
Selecting a Role
|
Updated
|
|
Setting Customer Service Options
|
Added
|
|
Ship To Tab
|
Updated
|
|
Ship To Tab for Sales Orders and Quotes
|
Added
|
|
Shipment Charges Tab
|
Added
|
|
Signing in to the
|
Updated
|
|
Sold To Tab
|
Added
|
| Supported Features By Browser |
Updated
|
|
Sync History Detail View
|
Updated
|
|
Sync History List View
|
Updated
|
|
Sync Job Detail View
|
Updated
|
|
Sync Jobs List View
|
Updated
|
|
Ticket Activity Rate Details Tab
|
Added
|
|
Troubleshooting and Record to History
|
Updated
|
| Troubleshooting Desktop Manager |
Updated
|
| Troubleshooting Office Integration - Mail Merge |
Updated
|
| Understanding calendar synchronization with Microsoft Outlook
|
Updated
|
| Understanding Contact Synchronization
|
Updated
|
| Updating Exchange Rates
|
Added
|
|
Using the Lead List View
|
Updated
|
|
Using Alerts
|
Updated
|
|
Using Infor CPQ
|
Added
|
|
Using Outlook Integration
|
Updated
|
|
Using the Detail View
|
Updated
|
|
Using the List View
|
Updated
|
|
Using the Back Office Detail View
|
Updated
|
|
Using the Bill To Detail View
|
Added
|
|
Using the Competitor List View
|
Updated
|
|
Using the Detail View
|
Updated
|
|
Using the Contract List View
|
Updated
|
|
Using the Countries List View
|
Added
|
|
Using the Defect Activity Rate Detail View
|
Added
|
|
Using the Defect Activity Rates List View
|
Added
|
|
Using the Defect List View
|
Updated
|
|
Using the Departments List View
|
Updated
|
| Using the Entity Manager
|
Updated
|
|
Using the Person Detail View
|
Updated
|
|
Using the Exchange Rate Detail view
|
Added
|
|
Using the Exchange Rates List View
|
Added
|
|
Using the Integration Detail View
|
Added
|
|
Using the BOD Mappings Detail View
|
Updated
|
|
Using the Field Mapping Detail View
|
Updated
|
|
Using the Lead Sources List View
|
Updated
|
|
Using the Office Profile Detail view
|
Added
|
|
Using the Office Profiles List View
|
Added
|
|
Using the Opportunity Detail View
|
Updated
|
|
Using the Opportunity List View
|
Updated
|
|
Using the Outbound Transactions Detail View
|
Added
|
|
Using the Outbound Transactions List View
|
Added
|
|
Using the Packages List View
|
Updated
|
|
Using the Pay From Detail View
|
Updated
|
| Using the Pricing Service Detail View
|
Added
|
|
Using the Pricing Mapping Detail View
|
Added
|
|
Using the Product Detail View
|
Updated
|
|
Using the Products List View
|
Updated
|
|
Using the Qualifications List View
|
Updated
|
|
Using the Quote Detail View
|
Added
|
|
Using the Quotes List View
|
Added
|
|
Using the Receivable Detail View
|
Updated
|
|
Using the Return List View
|
Updated
|
|
Using the Sales Order Detail View
|
Updated
|
|
Using the Sales Order List View
|
Updated
|
|
Using the Ship To Detail View
|
Updated
|
|
Using the Shipment Detail View
|
Updated
|
|
Using the Task Pane
|
Updated
|
|
Using the Teams List View
|
Updated
|
|
Using the Ticket Activities Tab
|
Updated
|
|
Using the Ticket Activity Rate Detail View
|
Added
|
|
Using the Ticket Activity Rates List View
|
Added
|
|
Using the Ticket List View
|
Updated
|
|
Using the Users List View
|
Updated
|
|
What is Back Office Integration?
|
Added
|
|
Working with Grids in List Views and Tabs
|
Updated
|
|
Working with the Library
|
Updated
|