Infor M3 Customer LifeCycle Management Administration Guide

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About this guide
System configuration
Setting the application type
Setting up localization
Setting up system locale
Setting up user locale
Setting the log retention period
Configuring an organization unit
Adding an organisation subunit
Deleting an organisation subunit
User maintenance
Importing users from M3 company
Updating a user account
Assigning a role to a user account
Adding an image for a user
Deleting a user account
Importing users from a file
Setting up user locale and language
Role maintenance
Creating a new role
Setting system role properties
Copying settings for a role
Deleting a role
Sales team maintenance
Creating a sales team
Assigning users to a sales team
Setting responsibles
Deleting a sales team
M3 BE integration
Initial load
EventHub subscriptions
Importing data from M3 BE
Specifying selection settings
Specifying code group settings
Setting up integration metadata
Mapping M3 BE fields to Mobility Core columns
Starting the import of data from M3
Importing sales statistics records
Importing quotation records
Database record count
Viewing database record count
Standard integration
Enabling standard integration of specific tables
Disabling standard integration of specific tables
Getting new and updated data from M3
Sending updated M3 data from M3 CLM
Template customers
Getting M3 H5 client URL
Selecting templates
Setting up quotations
Setting activity type for any quotation
Configuring standard quotation settings
Setting default values for standard quotation
Setting the user defined fields
Setting opportunity update settings
Getting the GRID URL
Configuring equipment quotation settings
Setting default values for equipment quotation
Setting opportunity update settings
Configuring after sales quotation settings
Setting default values for after sales quotation
Setting opportunity update settings
Configuring rental quotation settings
Setting default values for rental quotation
Setting opportunity update settings
Configuring MCO quotation settings
Setting default values for MCO quotation
Viewing quotation
Monitor HubEvent
M3 CLM configuration
Dialog design
Creating a dialog
Assigning a dialog to a role
Creating a dialog group
Updating a dialog
Copying a dialog
Deleting a dialog
Defining dialog triggers
Defining a trigger
Defining conditions
Defining a setter
Setting the user-defined data for a dialog column
Setting default fields for AccountAddress
Setting the default fields for ContactAddress
Setting the user-defined email and phone validation
Configuring business chain levels
Code maintenance
Setting code display options
Adding a code
Updating a code
Deleting a code
Code relations
Defining code relations
Setting up code event
Mapping a code event to a code group
Interest codes
Adding interest group
Adding interest code for an interest group
Updating an interest group
Updating an interest code
Deleting an interest group
Deleting an interest code
Navigation
Creating a Start menu
Creating an account menu
Adding account menu items
Assigning a role to an account menu
Filters
Placeholders for SQL queries
Maintaining filters
Creating a new filter group
Updating filter group settings
Modifying a subfilter
Adding a new search criteria
Deleting a search criteria
Testing a subfilter
Branding a mobile app
Setting default notebooks
Configuring Business Area responsible rights
Configuring Auditing settings
Enabling logging for M3 CLM tables
Applying Auditing cleanup
Notifications
Event messages
Creating new event message
Event relations
Setting a new event relation
Viewing an existing event relation for a user
Deleting an event relation
Territory management
Creating a territory
Setting territory definition
Setting a business area
Selection template maintenance
Assigning template to a role
Assigning template to a user
Deleting a template
Issue management
Process step definition
Creating a process step definition
Setting activity definition for the process step
Deleting activities for a process step
Issue type definition
Creating an issue type definition
Adding issue steps
Deleting an issue type definition
Checklist management
Checklist section definition
Creating a checklist section
Defining activities for checklist section
Deleting a checklist section
Checklist template definition
Creating a checklist template
Assigning a checklist template to a checklist section
Deleting a checklist template
Configuring Application message settings
Document management
Configuring IDM settings
Configuring IDM settings for IDM with Infor OS support
Dashboard management
Dashboard maintenance
Uploading SO dashboard
Configuring Mashup part
Configuring Web dashboard
Assigning dashboard to a role
Updating dashboard details
Deleting a dashboard
Gatekeeper settings
Setting columns for gatekeeper
Pipeline and Forecast settings
Creating a new sales process
Updating the Sales Pipeline chart
Updating the Sales Forecast chart
Mashup string constant definition
Defining mashup string constant definition
Budget
Setting the fiscal year
Setting the exchange rate type
Configuring the exchange rates
Budget update status maintenance
Mail integration
Enabling Outlook integration
Configuring Office 365 General settings
Generating manifest
Mapping Outlook contact fields to M3 CLM contact fields
Mapping Outlook calendar entry types to M3 CLM activity types
Mapping busy status and importance code
Configuring user settings
Record management
Ownership maintenance
Transferring account and related data
Setting ownership of an entity
Transferring ownership of entities
Share maintenance
Sharing an entity
Contact maintenance
Integrating contacts to M3
Deleting multiple contacts
Opportunity maintenance
Setting automatic generation of opportunity number
Configuring the number series
Updating the number series
Deleting the number series
Translations
Adding a language
Updating language details
Importing a language pack
Deleting a language
Exporting a language
Translating table and column descriptions
Translating code group descriptions
Translating code descriptions
Translating role names
Translating filter groups and filters
Translating organisation unit names
Translating start menu entries
Translating application strings and messages
Translating the sales team
Translating interest codes
Translating account menu
Translating mashup text items
Data Lake
Starting initial load for Data Lake
Offline maintenance
Loading offline base data
Loading offline user base data
Displaying base data logs
List of of tables for import of M3 data
M3 CLM application type
M3 CLM and EQM application type
M3 CLM APIs
External
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