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Marketing
Campaigns overview
Working with Campaigns
Adding a new Campaign
Editing a Campaign
Copying a Campaign
Deleting a Campaign
Assigning campaign automatically
Updating multiple Campaigns
Launching a campaign
Working with the Promotion Extended details
Updating multiple Campaign Products
Modifying a Campaign Product
Modifying a Campaign Account
Using campaign calendar
Modules
System
Background Tasks
Background Task Definitions
Scheduling a Background Task in Infor CRM
Background Task History
Active background tasks
Deleting background tasks
Infor ION overview
Managing language IDs and regional settings
Sales
Accounts overview
Working with Accounts
Account Hierarchy
Moving Contacts or Leads to another Account
Adding new account
Editing an Account
Deleting an Account
Viewing the Account Accounting details
Quotes overview
Working with Quotes
Adding a new Quote
Editing a Quote
Deleting Quotes
Quote Order Line Item overview
Quotes related section
Viewing full list of Quotes
Viewing the Quote Accounting Details
Sales Orders overview
Working with Sales Orders
Sales Order Line Item
Sales Order Line Items related section
Adding a new Sales Order
Using Product Lookup (M3 integrated environment)
Using Ad Hoc Product Lookup
Using Order Summary
Using Order Pick
Using Signature Capture
Using Invoice
Using Delivery Note
Using Payment
Editing Sales Orders
Deleting Sales Orders
Viewing full list of Sales Orders
Viewing the Sales Order Accounting details
Adding or editing Pay From for Sales Orders
Sales Report
Tickets Overview
Working with Ticket Maintenance
Back Office Maintenance
Ticket Number Generation Overview
Setting up Ticket Prefix
Adding Agreement Orders
System Administration
Audit and integration
Integrations
Working with Marketo Integration
Marketo Synchronization Maps
Adding or editing a Field Mapping
Editing the Activity Type
Managing Marketo session logs
Marketo tab
Managing Contour
Back Office Extension integration
Enabling or Managing Back Office Extension Integration
Integration Maintenance Back Office tab
Back Office Extension Integration Maintenance Options tab
Clone a Back Office
BODs and BOD Mappings
BOD Mappings
BOD Pack BOD Mappings tab
Using the Field Mapping details page
Understanding BOD Field Mappings
Outbound OneToMany and ManyToOne formats
Working the BOD Mappings details
Field Mapping tab
Process Template tab
Acknowledge Template tab
Sync Template tab
Using the BOD Pack details
Customize a BOD Mapping
Outbound Message Settings tab
Understanding price services and price mappings
Using the Price Service details
Price Service details
Creating Authorized Application in the destination Ming.le tenant
Authorized App credentials file contents
Locating tenant-specific Infor ION API price services endpoints
M3
LN
CSD
Information fields in the Price Service details page
Price Mapping tab
Using the Price Mapping details page
Accounting Entities tab (Back Office Extension)
Viewing the Accounting Entities tab
Adding a new Accounting Entity
Editing an existing Accounting Entity
Promoting a record
Price Synchronization tab (Back Office Extension)
Accounting Entity Sales Order Type Maintenance
Managing accounting entity sales order type
Reviewing the BluePlanner integration details
Marketo Integration
Working with the Audit Log configuration
Working with the Audit Log Maintenance
Managing Related Context Config
Managing audited fields
Office Profile
Out of the Box Workflows
Using Out of the Box Workflows
Accessing the ION Workflows tab
Viewing ION Workflow Definition
Users, Teams and Departments
Managing Users
Groups
Assigning Users to Groups
Copy Groups From User Button
Adding users and User Management security roles
Copying a User Profile
User Info tab
Managing User Email Addresses
Managing Calendar Security
Understanding the Calendar Security tab
Understanding the Security tab
Teams overview
Administering Teams
Understanding Team Hierarchy
Adding a new Team
Adding users to Teams and Departments
Copying a Team
Deleting users from Teams and Departments
Deleting or renaming a Team
Using the Team Security tab
Using the Account tab
Adding a new Security
Deleting a Security
Departments overview
Managing Departments
Using the Department Security tab
Adding a new Department
Deleting a Department
Copying a Department
Updating the Rating field for Multiple Competitors
Products
Administering Products
Product Packages
Updating multiple Products
Viewing Alternate Unit of Measure of a Product
Purging Outdated Prices
Picklists
Administering Picklists
Picklists overview
Adding a New Picklist
Editing or deleting a Picklist
Managing Items in a Picklist
Understanding the Alias tab
Adding a new Alias
Deleting an Alias
Managing Translated Texts for a Picklist Item
Creation or Updaition of Picklists with BODs from ERPs
Adding user translations for Sales Order Type Status
Lead Sources overview
Managing Leads Sources
Adding a Lead Source
Editing a Lead Source
Deleting a Lead Source
Managing Resources
Administering Custom Settings
Opportunity Description Convention
Customizing Opportunity Description Convention
Overriding the Opportunity Description custom setting
Using the Competitor details page
Administering Tax Rate
M3 Prepaid Order Type Custom Setting
POS Item Group Custom Setting
Custom Setting for Delivered and Unpaid Order Type
List Allocation by Order API Custom Setting
Delivered and Paid Sales Order Payment Term Custom Setting
Currency and locale
Exchange Rates overview
Using the Exchange Rates View
Modifying exchange rates for current and future periods
Date specific exchange rate periods
Adding new currency codes
Deactivating currency codes
Applying updated conversion rates
Bulk update
Administering Countries and Country Codes
Multiregional Address and Phone Number Formatting
Adding and modifying an Address format
Adding and Modifying the Phone Number format
Using the Country Aliases tab
Mobile
Mobile Extension and Web API
Fields tab
Related Items tab
Permissions tab
Pallet Discount Models
Pallet discount models overview
Working with Pallet Discount Models
Associating Pallet Discount Model with an Account
Editing a Pallet Discount Model
Removing products from a Pallet Discount Model
Deleting a Pallet Discount Model
Surveys overview
Working with Surveys
Products related Section
Associating product with a Survey
Adding a new Survey
Adding header options to Survey
Creating Survey Attributes
Using Group By Option for Survey
Assigning a survey to an account
Defining a Survey question
Recording a new Survey response
Configuration and Users
Sales Order Settlement Discount Maintenance
Administering Sales Order Settlement Discount
Sales Order Type Maintenance
Administering Sales Order Type
Bank Remittances overview
Adding a new Bank Remittance
Adding Summary template
Setting the default language for Sales Orders
Chains overview
Chains related section
Associating a Chain to an Account
Editing primary Chain
Creating Aliases
Creating a Sales Rep Account in M3
Creating a POS item in M3
Associating a new Sales Rep Account to a user
Modifying a Sales Rep Account
Status Translations overview
Order Status overview
Adding user translations for Sales Order Type Status
Setting the default language for sales orders
Creating a Direct Delivery Order
Creating a POS Order
Allocating the POS order
Invoicing the POS order
Viewing Product Stock Quantity
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