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Infor CRM CE Online Help
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Introducing Infor CRM Cloud Edition
Using the Help System
Recommended specifications
M3 integration with CRM CE
Understanding the Workspace
Getting Started with Infor CRM CE
Back Office Extension overview
Salespersons related section
Promotion to a back office
Quote or Sales Order Line Item Warehouse
Contacts overview
Working with Contacts
Adding a new Contact
Editing a Contact
Associating an Account with a Contact
Removing Associated Accounts from a Contact
Working with the Contact Extended details
Account associations related section in contact details page
Deleting Contacts
Importing records
Sales Insight related section
ION workflows
Triggering a Workflow manually
Promotion Failure Notification workflow
ION Workflows related section
Cancelling a Workflow
Accounts overview
Working with Accounts
Leads related section
Contact associations related section in account details page
Account Hierarchy
Moving Contacts or Leads to another Account
Adding a new Account
Editing an Account
Deleting an Account
Viewing the Account Accounting details
Opportunities overview
Working with Opportunities
Reseller Opportunities related section
Agreement Products related section
Adding a new Opportunity
Opportunities related section
Opportunity Line Items related section
Viewing the full list of opportunity contacts
Closing an Opportunity
Closing an Opportunity (won)
Closing an Opportunity (lost)
Deleting an Opportunity
Opportunity Pricing Web Services
Editing Opportunity Product
Campaigns overview
Working with Campaigns
Adding a new Campaign
Editing a Campaign
Deleting a Campaign
Updating multiple Campaigns
Launching a campaign
Working with Campaign Extended details
Modifying a Campaign Product
Modifying a Campaign Account
Using Campaign Calendar
Marketing overview
What are Products
Working with Products
Packages related section
Associating Packages with Opportunity, Quote or Sales Order Line Items
Sales Order 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 modifying Pay From for Sales Orders
Sales Report
Quotes overview
Working with Quotes
Adding a new Quote
Editing a Quote
Deleting Quotes
Quotes related section
Viewing full list of Quotes
Quote Line Items related section
Activities overview
Editing Activity Details
Editing an Activity
Completing an Activity
Completing an Activity from the Menu
Completing Multiple Activities
Deleting an Activity
Working with the Activities list
Setting Calendar User Options
Using Calendar
Leads overview
Working with Leads
Adding a new Lead
Editing a Lead
Deleting Leads
Sales Insight related section
Tickets overview
Working with Tickets
Adding a Ticket
Editing a Ticket
Deleting Tickets
Working with a Ticket Worklog
Using Punch In and Punch Out
Using the Ticket Quick Search
Ticket Contacts overview
Bank Remittances overview
Adding a new Bank Remittance
Filter Manager overview
Managing Filters
Creating a new filter
Saving and naming a filter
Renaming a Filter
Adding records to a new filter
Adding records to an existing filter
Removing records from a filter
Deleting selected records
Exporting records to a file
Saving a Filter
Understanding Infor OS Widgets in Infor CRM CE
Configuring a Chart Widget
Configuring a Filter list widget
Widgets overview
Working with Widgets
Searching for records
Using Integrations
Back Office Extension integration
Invoices overview
Working with Invoices
Invoices related section
Invoice Line Items related section
Invoice Aging related section
Viewing the Invoice Accounting Details
Viewing Invoice Line Items
Shipments overview
Working with Shipments
Shipments related section
Shipment Line Item
Shipment Line Items related section
Viewing the Shipment Accounting details
Receivables overview
Working with Receivables
Receivables related section
Receivable Line Items
Receivable Line Items related section
Viewing the Receivable Accounting Details
Bill To overview
Working with Bill To
Billing Contact related section
Bill To related section
Ship To overview
Working with Ship Tos
Adding or editing Ship To information
Ship To related section
Pay Froms overview
Working with Pay Froms
Pay From related section
Enabling or Managing Back Office Extension Integration
Product swap overview
Viewing product swap
Daily closing overview
Viewing daily closing
News Page Overview
Working with News
Adding a new News
Promotions overview
Working with promotions
Adding a new promotion
Modifying a promotion
Deleting a promotion
Updating multiple promotions
Working with promotion extended details
Modifying a product in promotion
Modifying an account in promotion
Modular Listing Overview
Working with modular listings
Adding a new modular listing
Working with modular listing details
Modifying an account in modular listing
Modifying a product in modular listing
Incentive Payments overview
Working with Incentive Payments
Adding Order Quantity Limits
Synchronization status overview
Sales Order data synchronization with web application
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