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Infor CRM Xbar - Frequently Asked Questions

Q: Is a Named or Concurrent license best for Xbar? A: A Named license is preferred as it will always be available for the Xbar ...
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Enhancing Account Associations in Infor CRM Web client

Recently we had a client request to modify their Infor CRM Web client version 8.3.x so that the Account Associations tab ...
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How to boost sales team productivity and engagement

Alert - CRM can boost sales team productivity & engagement To consistently hit sales targets and ensure productivity, sales ...
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Troubleshooting Tips and Resources for Infor CRM

Issues you may come across using Infor CRM Part of the art of troubleshooting is understanding what is the issue, how does it ...
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Using Account Hierarchy as Parent-Child Relationships

Creating and using Parent-Child Account Relationships in Infor CRM In the animal world every animal has a parent relationship, ...
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Sales Intelligence - planning for 2018

Infor Sales Intelligence for CRM Make all of your interactions meaningful.... Customer relationships are the foundation of ...
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Xbar Educational Videos for Extending Reach and Value of Infor CRM

Increase the value of your CRM- Improve CRM user adoption - Get even more Productive Improving user adoption and success in a ...
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How to reset an Infor CRM user login

Issue:   CRM user gets locked out of Infor CRM web client A typical cause of a user lock out is when a user has entered an ...
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Show QuickBooks Sales History Inside Infor CRM

Deliver sales history directly into your Infor CRM from the latest QuickBooks accounting information. With the widespread use ...
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Mistakes to Correct Before Installing Infor 8.3 CRM Xbar

Infor Xbar must do first: Before installing the Infor Xbar connector for Microsoft Outlook: Provide this documentation to the ...
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Top 10 Infor CRM Productivity Tips of 2017

Shortcuts and Productivity Tips Working Inside Infor CRM Success with CRM Consulting - Providing you with Ah-ha! moments that ...
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Effective Use of Infor CRM Address Book Inside Outlook

Each Infor CRM user can enhance their use of Microsoft Outlook Address book contacts when linking to the Infor CRM contacts. ...
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