Customer relation management

Infor LN FP6

In Infor LN FP6, customer relation management is not competitive enough in the SMI module.

Infor LN 10

To provide a competitive solution for customers requiring customer relation management functionality, powerful CRM functionality is introduced in Infor LN 10.

In Infor LN 10, customer relation management includes:

  • All Relation Management (SMI) sessions of CRM.
  • Sessions in the Common Data (COM) module of Common related to activities, employees, contacts, business partners, and addresses.
  • CRM settings in the COM Parameters (tccom0000s000) session.
  • Various elementary sessions in the Tables (MCS) module of Common.

As a result, in Infor LN 10, the existing CRM functionality is redesigned and rearranged and new CRM functionality is made available. In addition, CRM is added as a separate entry on the general menu.

Replaced sessions

The following Infor LN FP6 sessions are replaced by other sessions in Infor LN 10:

Session in Infor LN FP6Corresponding session in Infor LN 10
Relation Management Parameters (tdsmi0100s000)CRM Parameters (tdsmi0100m000)
Relation Management Parameters (tdsmi0500m000)Relation Management Parameters (tdsmi0100m000)
Defaults by User (tdsmi0120s000)Defaults by User (tdsmi0520m000)
Sources (tdsmi0102m000)Sources (tcmcs1124m000)
Print Sources (tdsmi0402m000)Print Sources (tcmcs1424m000)
Feature Definitions (tdsmi0150s000)Attributes (tdsmi0150s000)
Options by Feature Definition (tdsmi0151m000)Options by Attribute (tdsmi0151m000)
Feature Sets (tdsmi0152m000)Attribute Sets (tdsmi0152m000)
Feature Definitions by Feature Set (tdsmi0153m000)Attributes by Attribute Set (tdsmi0153m000)
Feature Definitions (tdsmi0550m000)Attributes (tdsmi0550m000)
Features by Business Partner (tdsmi1101m000)Attributes by Business Partner (tdsmi1101m000)
Features (tdsmi1111m000)Attributes by Opportunity (tdsmi1111m000)
Features by Contact (tdsmi1121m000)Attributes by Contact (tdsmi1123m000)
Features (tdsmi2101m000)Attributes by Activity (tdsmi2101m000)
Global Addition of Features (tdsmi2210m000)Global Addition of Attributes (tdsmi2210m000)
Print Feature Definitions (tdsmi0450m000)Print attributes (tdsmi0450m000)
Print Options by Feature Definition (tdsmi0451m000)Print Options by Attribute (tdsmi0451m000)
Print Feature Sets (tdsmi0452m000)Print Attribute Sets (tdsmi0452m000)
Print Feature Definitions by Feature Set (tdsmi0453m000)Print Attributes by Attribute Set (tdsmi0453m000)
Opportunity (tdsmi1110s000)Opportunities (tdsmi1110m000)
Opportunities (tdsmi1510m000) Opportunities (tdsmi1110m000)
Activity Definitions (tdsmi0554m000)Activities (tccom6100m000)
Activity Definitions (tdsmi0154s000)Activities (tccom6100m000)
Representatives by Activity (tdsmi2130m000)Attendee (tccom6105m000)
Activities (tdsmi2500m000)Activities (tccom6100m000)
Activity (tdsmi2600m000)Activities (tccom6100m000)
Appointments by Representative (tdsmi2500m100)/ Appointments by Representative (tdsmi2100s100)Attendee (tccom6105m000)
Appointments by Relation Management Employee (tdsmi2500m200)/ Appointments by Relation Management Employee (tdsmi2100s200)Attendee (tccom6105m000)
Contacts by Business Partner (tdsmi1520m000)Contacts (tccom4540m000)

 

New sessions and fields

The following sessions and fields are new in Infor LN 10:

New sessions
Sales Process (tdsmi0608m000)
Sales Processes (tdsmi0108m000)
Phases by Sales Process (tdsmi0109m000)
Print Sales Process (tdsmi0408m000)
Activity Templates (tdsmi0155m000)
Print Activity Templates (tdsmi0455m000)
Items by Opportunity (tdsmi1113m000)
References by Opportunity (tdsmi1115m000)
Customer 360 (tdsmi1500m000)
Supplier 360 (tdsmi1501m000)
Industry Codes (tcmcs1125m000)
Buyer Roles (tcmcs1126m000)
Print Industry Codes (tcmcs1425m000)
Print Buyer Roles (tcmcs1426m000)
Employees (tccom0501m000)
Contact Name Details (tccom4140s100)
Business Partner Tree (tccom4700m000)
Activities (tccom6100m000)
Attendee (tccom6105m000)
Selected Recipients (tccom6105m100)
Attachments (tccom6110m000)
Appointment (tccom6600m100)
Call (tccom6600m200)
Task (tccom6600m300)
Mailing (tccom6600m400)
Email (tccom6600m500)
Recipients (tccom6600m900)
Notes (tcstl1550m000)
Note (tcstl1650m000)

 

New fields
Relation Management Parameters (tdsmi0100m000)COM Parameters (tccom0000s000)
Opportunities group box:Activities group box:Contacts group box:
Number GroupNumber GroupInitials Based On
SeriesSeries for TasksSynchronize Contacts
Default Opportunity TypeSeries for Appointments-
Default SourceSeries for Calls-
Default Sales ProcessSeries for Mailings-
-Series for Emails-
-Path for Attachments-
-Maximum Email Size-
-Synchronize Activities-

 

Changed sessions

The following sessions have changed in Infor LN 10:

Opportunity (tdsmi1610m000)
Contacts by Opportunity (tdsmi1122m000)
Global Addition of Activities (tdsmi2210m100)
Global Addition of Attributes (tdsmi2210m000)
Mail Merge by Standard Letter (tdsmi2410m000)
Flexible Printing (tdsmi2410m100)
Contact (tccom1640m000)
Business Partners (tccom4500m000)
Business Partner (tccom4100s000)
Sold-to Business Partners (tccom4510m000)
Ship-to Business Partners (tccom4511m000)
Invoice-to Business Partners (tccom4512m000)
Pay-by Business Partners (tccom4514m000)
Buy-from Business Partners (tccom4520m000)
Ship-from Business Partners (tccom4521m000)
Invoice-from Business Partners (tccom4522m000)
Pay-to Business Partners (tccom4524m000)
Sold-to Business Partners (tccom4110s000)
Ship-to Business Partners (tccom4111s000)
Invoice-to Business Partners (tccom4112s000)
Pay-by Business Partners (tccom4114s000)
Buy-from Business Partners (tccom4120s000)
Ship-from Business Partners (tccom4121s000)
Invoice-from Business Partners (tccom4122s000)
Pay-to Business Partners (tccom4124s000)
Contacts by Business Partner Role (tccom4545m000)
Business Partner Roles by Contact (tccom4546m000)

 

Removed sessions and fields

The following sessions and fields are expired in Infor LN 10:

Expired sessions:
Reports by Activity (tdsmi0130m000)
Info Screen (tdsmi0140m000)
Relation Management Employees (tdsmi0190m000)
ZIP Codes by Relation Management Employee (tdsmi0191m000)
Areas by Relation Management Employee (tdsmi0192m000)
Lines of Business by Relation Management Employee (tdsmi0193m000)
Print Potential Business Partners (tdsmi1400m000)
Global Deletion of Activities (tdsmi2210m200)
Global Deletion of Activities (History) (tdsmi2210m300)
Print Activities (tdsmi2400m000)
Print Activities (History) (tdsmi2405m000)
Activities (History) (tdsmi2505m000)
Activity (History) (tdsmi2505s000)
Features by Activity (History) (tdsmi2506m000)
Jobs (tdsmi2510m000)
Job Titles (tcmcs1121m000)
Print Job Titles (tcmcs1421m000)

 

Expired fields in the Relation Management Parameters (tdsmi0100m000) session:
Display Max. Number of Text Lines
ZIP Code/Postal Code
Area
Line of Business
Check on Duplicate Relations
By Telephone
By ZIP Code and Address

 

Related topics