Infor M3 Customer LifeCycle Management User Guide for Web

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About this guide

M3 Customer Lifecycle Management overview

M3 CLM common features

Changing the data presentation

Changing the view

Filtering the data

Displaying the column

Exporting to Excel

Extended fields

Sharing an entity

Revoking the shared entity

Assigning an entity

Following an entity

Unfollowing an entity

Document Management

Attaching a file

Managing documents

Viewing the list of documents

Downloading a document

Checking out a document

Checking in a document

Checking in multiple documents

Deleting a document

Checking document availability

Document templates

Creating an XML document

Creating a Word template

Creating an Excel template

Adding the document template to the IDM repository

Deleting a document template

Creating a document using templates

Displaying account information on entity dialogs

Using the notebook

Checking notebook availability

Linking an account address

Associating an account address to an entity

Viewing an account address from an entity

Removing an account address from an entity

Viewing and updating account address relationship

Creating a new account

Maintaining an account

Adding business number information

Adding communication information

Adding address information

Deleting an entry in communication and address

Adding contact information for an account

Using notebook for an account

Adding interest codes

Removing interest codes

Adding competitor relationship

Removing competitor relationship

Adding object relationship

Removing object relationship

Account history

Checklist account

Adding a line of business

Removing a line of business

Adding an agreement

Removing an agreement

Account user defined fields

Account extended fields

Adding an account-to-account relationship

Removing an account-to-account relationship

Updating activity or sales budget

Deleting an account

Creating an activity

Maintaining an activity

Adding a contact for the activity

Removing a contact for the activity

Setting time zone for the activity

Associating an opportunity

Viewing associated opportunity details

Adding an activity-to-opportunity relationship

Deleting an activity-to-opportunity relationship

Adding an activity-to-issue relationship

Viewing associated issue details

Deleting an activity-to-issue relationship

Associating a project

Viewing associated project details

Deleting an activity-to-project relationship

Associating a general object

Viewing associated general object details

Deleting an activity-to-general object relationship

Adding an activity focus area

Deleting an activity focus area

Using notebook for an activity

Activity history

Activity extended fields

Activity related address

Activity and quotation

Activity and mail integration

Deleting an activity

Creating an opportunity

Maintaining an opportunity

Adding a contact for the opportunity

Removing a contact for the opportunity

Setting the time zone for the opportunity

Adding an activity for the opportunity

Adding opportunity-to-opportunity relationship

Viewing opportunity-to-opportunity details

Deleting an opportunity-to-opportunity relationship

Adding an opportunity-to-general object relationship

Viewing opportunity-to-general object details

Deleting an opportunity-to-general object relationship

Adding an opportunity-to-project relationship

Viewing opportunity-to-project details

Deleting an opportunity-to-project relationship

Activities section for the opportunity

Adding opportunity products

Deleting opportunity products

Adding opportunity product-to-competitor relationship

Adding opportunity product-to-competitor properties

Deleting opportunity product-to-competitor property

Deleting opportunity product-to-competitor

Adding opportunity-to-competitor relationship

Deleting opportunity-to-competitor relationship

Viewing the quoted machine details

Viewing the product support quote details

Viewing the standard quote details

Viewing the rental quote details

Checklist for opportunity

Adding an opportunity focus area

Deleting an opportunity focus area

Using notebook for an opportunity

Opportunity related address

Maintaining opportunity reason codes

Creating an opportunity reason code

Updating an opportunity reason code

Deleting an opportunity reason code

Deleting an opportunity

Creating a contact

Maintaining a contact

Adding contact communication

Adding a contact address

Adding a contact image

Using notebook for a contact

Adding an interest code for a contact

Removing an interest code for a contact

Adding an object relationship for a contact

Removing an object relationship for a contact

Contact history

Contact extended fields

Adding contact-to-account relationship

Contact related address

Deleting a contact

Deleting a contact synced in M3

Working using search

Performing a basic search

Performing a search using a search criteria

Building search criteria

Creating a business area

Assigning a business area responsible

Removing the assigned business area responsible

Deleting a business area

Creating a project

Maintaining a project

Adding a project-to-opportunity relationship

Viewing a project-to-opportunity relationship

Deleting a project-to-opportunity relationship

Adding a project-to-general object relationship

Viewing project-to-general object relationship details

Deleting a project-to-general object relationship

Adding a project-to-project relationship

Viewing a project-to-project relationship

Deleting a project-to-project relationship

Adding a contact in a project

Setting time zone for a project

Using notebook for a project

Project history

Project related address

Checklist for a project

Activities for projects

Adding a project focus area

Deleting a project focus area

Deleting a project

Light issue management

Creating an issue

Adding an external link

Removing external link

Setting time zone for issues

Using the notebook for an issue

Issue related address

Adding a process step

Adding activities list

Adding a resolution

Deleting a resolution

Checklist color indicators

Creating a checklist

Viewing a checklist

Deleting a checklist section

Deleting a checklist template

Adding a competitor

Adding communication and address information

Using the notebook for a competitor

Adding interest code for the competitor

Deleting a competitor

Competitor extended fields

General objects

Creating a general object

Adding properties for an object

Deleting an object property

Using notebook for an object

Object related address

Relating an account to an object

Deleting an account-to-object relationship

Relating a contact to an object

Deleting a contact-to-object relationship

Viewing activities related to an object

Deleting an object

Adding a related general object

Updating a related general object

Deleting a related general object

Using My Calendar

Adding an activity

Updating an activity

Moving the activity to a new schedule

Deleting an activity

Filtering activity entries

Setting the view options

Searching a budget

Copying a budget

Creating an activity budget

Creating a sales budget

Updating an activity budget

Updating a sales budget

Updating a budget per cell

Updating a budget per line

Deleting a budget per line

Selecting columns for results

Setting the selection criteria

Defining the sort order of the results

Saving a selection as a template

Loading a selection template

Exporting a template to Excel

M3 BE interface to M3 CLM

Creating an M3 customer using an M3 CLM account

Standard quotation

Creating a standard quotation using an activity record

Creating a standard quotation using an opportunity record

Equipment quotation

Creating an equipment quotation using an activity record

Creating an equipment quotation using an opportunity record

Copying an equipment quotation

After sales quotation

Creating an after sales quotation using an activity record

Creating an after sales quotation using an opportunity record

Copying an after sales quotation

Rental quotation

Creating a rental quotation from an activity record

Creating a rental quote from an opportunity record

Viewing MCO quotes

Application messages

Mail integration and contact synchronization

MS Outlook add-in

Setting up Outlook add-in

Creating from email

Adding an Outlook contact to M3 CLM

Adding an activity to M3 CLM

Adding an opportunity to M3 CLM

Updating contact to M3 CLM

Creating from MS-Outlook calendar

Adding an activity from an Outlook appointment

Adding an activity from an Outlook meeting

Updating an activity from an Outlook appointment

Updating an activity from an Outlook meeting

Creating contact from Address book

Creating a single contact

Creating multiple contacts

Updating Outlook contacts automatically

Updating Outlook contacts manually

Office 365 integration

Creating Office 365 appointments and meetings from M3 CLM

Contact synchronization

Using Office 365 integration

Synchronizing contacts

Synchronizing contact record updates

Campaign management

Campaign Management overview

Using Campaign Management

Campaign part types

Campaign process

Campaign part process

Creating a campaign

Creating a campaign part

Using Notebook for the campaign

Creating a target group

Adding contacts in the target group

Adding accounts or contacts through search

Deleting a target group

Starting a campaign part

Ending a campaign part

Creating account or contact file for import

Importing accounts and contacts

Exporting failed entity records

Viewing previous import summary

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