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Updates for Infor CRM version 8.2 to implement

Continued Improvement with more power to users

Since the Spring 2014 purchase of Saleslogix 8.1 by Infor, there have been 6 updates and now version 8.2 is soon to be released which focuses around the improvement of a Purpose Built CRM Application.  "Beauty at work" is not just a saying, but is coming to life with the continual improvements of Infor CRM.  

Additionally there are improvements that lower the Total Cost of Ownership and increase the value of the out-of-box Infor CRM solution. More easily create a CRM environment that you can control and configure without having to pay a ton of money on customizations.

Summary of what has changed in Infor CRM 8.2:

  • Enriched User Interface and behaviors with adjusted text boxes, grids, navigation menu and personalization options.
  • New import tools for contacts and accounts using CSV, Outlook, and other delimited file formats with configurable field mapping.
  • New filters and new metrics via Web Admin roles.
  • Developments with Group Manager allowing you to share groups and group ownership, delete groups, and reassign groups.

 

Infor_CRM_8.2_What_has_changed_summary

Get more screen real estate with collapse navigation pane

  • The left side menu panel has ability to collapsed for increased usable space.
  • It can be returned using the 3 line configure icon and then pinned if you want it to operate like prior versions.

 Example with option to pin left navigation panel or keep hidden but available.

Infor__CRM_8.2_Welcome_dashboard

 

Import Your Contacts and Accounts:

  • You can easily import contacts and accounts using CSV, Outlook, and other delimited file formats.
  • The new import tool provides a number of configurable file options, including field mapping for the user interface.
  • Wizard driven, similar to the current Lead Import Wizard

 

Filter Manager:

  • Allows users to create new filters and metrics from Web Admin thus reducing customization hassles (using Application Architect)
  • Found under Administrator tab:
    • Create a filter from "Filters" tab
    • Create a metric from "Metrics" tab

 Filter_Manager_Infor_CRM_8.2

 

Group Manager:

  • Allows users to manage groups via Web Admin role and allow access to: Group sharing, Group Ownership, Deleting Groups and Reassigning groups

Group_Manager_Infor_CRM_8.2 

 

Self-Service Password Request and Username Request:

  • If a user forgets their username or password, self-service feature has been added for easy accessibility for getting into Infor CRM

 

View Infor CRM Webinar on what's new in 8.2, here. 

Compatibility Checklist (05/2015)

 

Related Resources:

What's new in version 8.3 from April 2016

Infor CRM 8.2 Webinar and example screen shots:

Latest with Advanced Analytics 3.0 (Spotfire)

Mobile 3.3 - released in April

Xbar for Outlook v. 1.2 - released in March

What Update 05 provided

Topics:   Business Drivers for CRM Infor CRM Purpose Build CRM Success with CRM

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