Getting Started With Infor CRM Windows Client

Getting Started with the
Infor CRM Windows Client

Release 8.4.x
Copyright © 2017 Infor
Important Notices
The material contained in this publication (including any supplementary information) constitutes and
contains confidential and proprietary information of Infor.
By gaining access to the attached, you acknowledge and agree that the material (including any
modification, translation or adaptation of the material) and all copyright, trade secrets and all other
right, title and interest therein, are the sole property of Infor and that you shall not gain right, title or
interest in the material (including any modification, translation or adaptation of the material) by virtue
of your review thereof other than the non-exclusive right to use the material solely in connection with
and the furtherance of your license and use of software made available to your company from Infor
pursuant to a separate agreement, the terms of which separate agreement shall govern your use of
this material and all supplemental related materials ("Purpose").
In addition, by accessing the enclosed material, you acknowledge and agree that you are required to
maintain such material in strict confidence and that your use of such material is limited to the Purpose
described above. Although Infor has taken due care to ensure that the material included in this publication
is accurate and complete, Infor cannot warrant that the information contained in this publication is
complete, does not contain typographical or other errors, or will meet your specific requirements. As
such, Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any loss
or damage to any person or entity which is caused by or relates to errors or omissions in this publication
(including any supplementary information), whether such errors or omissions result from negligence,
accident or any other cause.
Without limitation, U.S. export control laws and other applicable export and import laws govern your
use of this material and you will neither export or re-export, directly or indirectly, this material nor any
related materials or supplemental information in violation of such laws, or use such materials for any
purpose prohibited by such laws.
Trademark Acknowledgements
The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or
related affiliates and subsidiaries. All rights reserved. All other company, product, trade or service
names referenced may be registered trademarks or trademarks of their respective owners.
Publication Information
Release: Infor CRM 8.4.x

Publication Date: December 13, 2017
Contents
Contents
Contacting Infor...........................................................................................................................7
Chapter 1: Introduction..................................................................................................9
Why Use Infor CRM?.................................................................................................................................9
Key Features.............................................................................................................................................9
About This Guide.....................................................................................................................................10
Related Documentation...........................................................................................................................10
Contacting Infor.......................................................................................................................................11
Chapter 2: Understanding the Infor CRM Windows Client Workspace...................13

Signing in to the Infor CRM Windows Client............................................................................................13
Working in the Infor CRM Windows Client..............................................................................................14
Understanding the Workspace Features.............................................................................................14
Getting Help.............................................................................................................................................18
Understanding Infor CRM Integration with Microsoft Outlook.................................................................19
Installing Infor CRM Xbar for Microsoft Outlook...................................................................................20
Configuring Outlook Integration...........................................................................................................20
Chapter 3: Managing Contacts and Accounts...........................................................21

Adding a Contact and an Account...........................................................................................................21
Understanding Account Ownership.....................................................................................................21
Adding an Account Association...........................................................................................................23
Working with the Library..........................................................................................................................24
Requesting Literature for a Contact.........................................................................................................24
Scheduling a Follow-up Activity...............................................................................................................25
Adding a Note..........................................................................................................................................26
Chapter 4: Managing Your Sales Activities................................................................29

Using Activities and Events.....................................................................................................................29
Activity Reminder.................................................................................................................................30
Completing an Unscheduled Activity.......................................................................................................30
Inviting Others to a Meeting.....................................................................................................................31
Using the Calendar..................................................................................................................................32
Using the Activities View..........................................................................................................................33
Viewing a History of Interactions with an Account...................................................................................34
Chapter 5: Communicating with Contacts and Leads...............................................35

Setting Email Options..............................................................................................................................35
Infor CRM Getting Started with the Infor CRM Windows Client | 3
Contents
Working with Templates..........................................................................................................................36

Creating a New Template....................................................................................................................37
Using Mail Merge.................................................................................................................................37
Outlook Integration...............................................................................................................................38
Using Outlook Integration.....................................................................................................................39
Chapter 6: Managing Opportunities for Sales............................................................41

Adding a New Opportunity.......................................................................................................................41
Using Opportunity Statistics.....................................................................................................................42
Closing an Opportunity............................................................................................................................43
Assigning Serial Number to an asset......................................................................................................43
Chapter 7: Managing Leads and Campaigns.............................................................45

Working with Leads.................................................................................................................................45
Adding a Lead......................................................................................................................................45
Importing Leads...................................................................................................................................46
Qualifying a Lead.................................................................................................................................47
Working with Campaigns.........................................................................................................................48
Adding a Campaign..............................................................................................................................48
Adding Targets to a Campaign............................................................................................................49
Adding Campaign Stages....................................................................................................................50
Adding Campaign Tasks......................................................................................................................50
Adding Products to a Campaign..........................................................................................................51
Launching a Campaign........................................................................................................................51
Tracking Campaign Responses...........................................................................................................51
Chapter 8: Working with Customer Service and Support.........................................53

Working with Contracts............................................................................................................................53
Understanding Contract Types............................................................................................................53
Adding a Contract................................................................................................................................54
Working with Tickets................................................................................................................................55
Adding a Ticket....................................................................................................................................55
Adding Ticket Activities........................................................................................................................56
Punching In and Out of a Ticket...........................................................................................................57
Closing a Ticket....................................................................................................................................57
Working with Returns...............................................................................................................................58
Adding a Return...................................................................................................................................58
Adding Products and Shipping Details to a Return..............................................................................59
Closing a Return..................................................................................................................................60
Working with Defects...............................................................................................................................60
Adding a Defect to an Existing Ticket..................................................................................................60
Closing a Defect...................................................................................................................................61
4 | Infor CRM Getting Started with the Infor CRM Windows Client
Contents
Chapter 9: Using Reporting and Analysis Tools........................................................63

Using the Reports View...........................................................................................................................63
Working with the Sales Dashboard.........................................................................................................64
Understanding Dashboard Features....................................................................................................64
Using the Activities Area......................................................................................................................65
Using Content Sets..............................................................................................................................65
Using Analysis Views...........................................................................................................................66
Chapter 10: Using Infor CRM Away from the Office..................................................69

Understanding Synchronization...............................................................................................................69
Synchronizing with the Main Office Database.........................................................................................69
Reviewing Synchronization Changes......................................................................................................70
Understanding Conflict Resolution.......................................................................................................70
Understanding Subscription.....................................................................................................................71
Contents
Contacting Infor
If you have questions about Infor products, go to the Infor Xtreme Support portal.
If we update this document after the product release, we will post the new version on this website. We
recommend that you check this website periodically for updated documentation.
If you have comments about Infor documentation, contact [email protected].
Contacting Infor
Introduction
1
Infor CRM is a leading customer relationship management solution that enables small to medium-sized
businesses to acquire, retain, and develop profitable customer relationships through integrated Sales,
Marketing, Customer Service, and Support automation solutions.
Saleslogix is now Infor CRM. Look for the new branding in this release and future releases.
All references to the CRM Core product, CRM Clients, Web Client, Windows Client, Administrator, and
database refer to Saleslogix versions between 8.0 and 8.1 update 03 unless otherwise specified.
Why Use Infor CRM?

The Infor CRM Windows Client helps you manage all aspects of the sales cycle and the customer
relationship. In addition to tracking contacts, accounts, opportunities, tickets, and activities, users have
access to tools for reporting, automating processes, and creating e-mails, faxes, and letters using mail
merge.
Key Features
The following key features describe how you can use the Infor CRM Windows Client:
Contact, Account, and Opportunity Views - Use the Contact, Account, and Opportunity views to
manage detailed information about your contacts, accounts, and opportunities.
Calendar and Activities - Use the Calendar to view open and completed activities and events. Use
the Activities view to manage such daily activities as scheduling phone calls, meetings, and events.
Lookups - Use lookups to search for records or build groups. Lookups enable you to filter your record
list, and then save the results as a new group. Lookup options vary by record type.
Groups - Use groups to organize your contacts, accounts, opportunities, tickets, and other data based
on common characteristics. Groups can be used for reporting, mail merges, and more.
Introduction
Campaigns and Leads - Use Leads to develop and qualify new Contacts and Accounts. Use the
Campaign functions to combine advertising, public relations, sales promotion, and selling activities to
achieve sales or marketing goals.
Reports and Analysis - Use Reports and filters to summarize information about your contacts, accounts,
opportunities, contracts, and tickets. The Infor CRM Dashboard view allows you to display performance
and analysis information in a dashboard format.
Customer Service and Support - Use tickets to track, qualify, and resolve customer questions and
issues. You can track time spent working on a ticket through Punch in/Punch out, create ticket activities
that are charged against the customer’s service contract, and schedule calendar activities. The Service
and Support features also provide a means of tracking defects in products or services, and include a
return process.
Literature Requests- Use literature requests to schedule sending marketing material or other documents
to contacts. Literature requests are generally paper materials that must be mailed.
Library - Use the Library as a central repository for your company information. The Library often
contains items such as product information, sales literature, and presentations.
Processes - Use processes to execute a series of tasks in a specific sequence over a set time period.
The Infor CRM Windows Client offers Sales Processes and Contact Processes.
Advanced Outlook Integration - Use Advanced Outlook Integration to access Microsoft Outlook when
sending e-mail, scheduling activities, and managing contacts. This feature must be enabled by your
system administrator.
Onsite and Remote Access - Use Infor CRM in your office or from a remote location.
About This Guide

The purpose of this guide is to help you begin using the Infor CRM Windows Client. This guide uses
scenarios to demonstrate how to use the Infor CRM Windows Client for many of your daily tasks.
If your company has customized the Infor CRM Windows Client, the number, order, and appearance
of dialog boxes and screens may be different than described. See your system administrator for more
information.
Related Documentation
• Infor CRM Quick Reference cards provide commonly used shortcut keys, e-mail configuration
options, and tips for working with groups and Outlook Integration. The Infor CRM Quick Reference
cards are accessible from the Start menu. Click Start, point to Programs, point to Saleslogix, point
to Documentation, and then click Customer Service and Support User Quick Reference or Sales
and Marketing User Quick Reference.
Introduction
• The Infor CRM Client Help provides detailed information about all of the features available in the
Infor CRM Client, including additional information about Send to CRM and Mail Merge.
• The Infor CRM Mail Merge Help provides detailed information on the following: writing an e-mail
message to a contact, writing an e-mail message, letter, or fax using a template, and using the Mail
Merge engine to send correspondence to a group of contacts, accounts, etc. This help system also
explains how to create and print address labels or envelopes, as well as, how to create, edit, and
delete templates.
• Compatibility information for Infor CRM v8.4 is available in the Infor Online Compatibility Matrix
(OCM).
1 Sign in to the InforXtreme Portal web site: www.infor.com/inforxtreme.
2 Expand the Environment menu, and then click Online Compatibility Matrix.
Click Help for a video explaining the features of the OCM.
Help is available in each Infor CRM application. Additional resources and documentation are
available to Partners and Customers with a valid technical support contract at
www.infor.com/inforxtreme.
Contacting Infor
If you have questions about Infor products, go to the Infor Xtreme Support portal at
www.infor.com/inforxtreme.
If we update this document after the product release, we will post the new version on this website. We
recommend that you check this website periodically for updated documentation.
If you have comments about Infor documentation, contact [email protected].
Introduction
Understanding the Infor CRM Windows
Client Workspace
2
Take a few minutes to learn some of the Infor CRM Windows Client basics. It will help you become
familiar with the workspace and navigation features.
In this chapter, you will learn to:
• Log on to the Infor CRM Windows Client.
• Understand the Infor CRM Windows Client workspace.
• Install and use Xbar.
• Get more help.
Signing in to the Infor CRM Windows Client

Before you begin, locate your User ID and password. If you do not have this information, contact your
system administrator.
Note: If a database connection was not configured during your installation, you must create a new
connection. See the "Logging on to the Infor CRM Client" Help topic for detailed instructions.
To log on:
1 Go to Start > Programs > Saleslogix > Saleslogix Client.
2 Specify the Username and Password.
Passwords are case-sensitive. In addition, your system administrator may set restrictions on using
blank passwords, your user name as a password, and other options. If necessary, see your system
administrator to discuss your password options
3 In the Log on to field, select the database you want to use from the list.
The company may have more than one database. Be sure to select the correct database for the
work you intend to do.
4 Click OK.
Understanding the Infor CRM Windows Client Workspace
The Activity Reminder appears when you have overdue activities, or if you need to confirm any
activities. You can act on the listed activities, snooze them individually or as a group, or just close
the reminder.
Working in the Infor CRM Windows Client

The workspace is the area where various views appear in the main Infor CRM Windows Client.
Understanding the Workspace Features

Each view in your Infor CRM Windows Client contains many of the following elements.
Note: The workspace may be different depending on the access rights or if the installation has been
customized.
Element Description
Title Bar The title identifies the active view. When you are in a detail view, the title bar displays
the name of the current record.
Standard Also called the toolbar, the Standard toolbar contains buttons that you click to open the
Toolbar most frequently used Infor CRM commands. To move the toolbar, drag it to another part
of the window. From the View menu, you can show or hide toolbars.
Navigation Located on the left side of the Infor CRM Windows Client workspace, the Navigation Bar
Bar contains buttons that open the main Infor CRM Windows Client views.
Your administrator can group the buttons into Navigation Group subsets that focus on
specific elements of your business, such as Sales or Support. For exam-ple, the Support
group contains Contacts, Tickets, Defects, Activities, Calendar, and Reports.
Menu Bar The menu bar contains the Infor CRM Windows Client commands. Click a menu to expand
it.
Each menu item has an access key, which is the underlined letter in the item name. For
example, to insert a new contact or account, you can open the Insert menu, then press
C. Shortcut keys also appear to the right of some menu items; you can press these keys
to activate the feature. For example, to schedule a phone call, press SHIFT + F3. For
Windows 7 users, you must press the Alt key to see the underlined access letter.
Speed SpeedSearch helps you find information stored in the Infor CRM database.
Search For example, you can search through existing tickets or procedures to help solve a
customer's problem, or search for a specific document, like a sales presentation.
Quick Find The Quick Find button, located in the upper left corner of the view can be used to search
for a particular contact, account, opportunity, ticket, lead, campaign, defect, contract, or
return.
Previ- Buttons located on the toolbar that allow you to view a previous or next contact, account,
ous/Next or opportunity. These buttons become active when you have viewed more than one
contact, account, or opportunity during a single Infor CRM Client session.
Group But- Located opposite the Quick Find, third from the right on list and detail views, displays a
ton tree view of all groups. You can double-click a group in the tree view to open that group.
Group Op- Located second from right on the on the list and detail views, click the Group Options
tions button to display a menu of options of all groups.
Tabs Tabs organize information on many of the list views, detail views and dialog boxes.
Tree Views Tree views are lists of items organized into categories. Click to expand or collapse the
tree view.
Pick Lists A pick list is a set of values you can select from when entering data. Pick lists are useful
because they encourage consistent data entry. Your access rights determine if you can
add, edit, or delete pick list items. To open a pick list, click the ellipsis button in the field.
You may need to click once in the field before the ellipsis button appears.
Element Description
Lookup La- Detail views contain pre-defined label lookups. When you rest your mouse pointer on a
bels label, it becomes a button that you can click to perform a lookup.
Shortcut Right-click in many Infor CRM views to get a menu of features available for that area.
Menus
F8 Use F8 to switch between the Split view open or closed.
Shift F9 Use Shift + F9 in some memo fields to insert a Name/Date/Time stamp in a text box.
Status Bar The status bar displays the current date, user, database, and status icons, such as
whether or not you are logged in to e-mail. Right-click an icon to open a shortcut menu.
You can show or hide the status bar by opening the View menu and clicking Status Bar.
Using List Views

List views display information in a list with columns and rows of information. Press F8 from any detail
view to display the corresponding list view. Each tab in the list view contains a group of contacts,
accounts, opportunities, or tickets and so on.
• You can customize the List view by sorting information in the columns, rearranging the order of
columns, and adjusting column widths.
Note: For more information, see the "Columns" topic in the Sales Client help.
• You can right-click in a List view to open the shortcut menu for options such as adding and deleting
group members
Using Detail Views

Most records in Infor CRM display information in both a List view and a Detail view. The Detail view
consists of information fields, tabs, and a user-defined middle section.
• The upper section shows basic information about the selected record. When you add a new record,
dialog boxes guide you through entering the information that appears in the Detail view. To edit
information, click the box you want to change.
• The middle section is called the user-defined area. You can use this area to keep the tab you use
most often visible. To move a tab to the middle section, click one of the tabs in the bottom section,
hold the mouse button, and drag the tab to this area. The tab will remain open in the user-defined
area each time you use the Infor CRM Windows Client. If you want to change the tab in the middle
section, select another tab and drag it to replace the current tab.
• The lower section contains a group of tabs. Each tab shows specific information you need for the
related record. The system administrator can create custom tabs for your company. Click the
and select the check box of the columns you want to appear in the grid and clear the check boxes
of the columns you want to hide in the grid. When finished, move your mouse cursor off of the menu
and click to close the menu.
Using Split Views

Split views display information from both the Detail view and the List view. Using the Split view, you
can click the account in the List view section of the screen and display its detail information in the other
section of the screen. If you often switch between accounts, use the Split view to manage your
information.
• Use Ctr + F8 to switch between the Split view open or closed.
Getting Help
Information on advanced features and areas not covered in this guide is available in the Infor CRM
Windows Client online Help topics.
To access online Help, do one of the following:
• Click the Help button on any screen in the Infor CRM Windows Client or if a Help button is not
available, press F1.
• On the Help menu, click Help Topics.
What do you want to do? Topic Name

Find out what new features have been added to What’s New in This Release
the Infor CRM Windows Client.
What do you want to do? Topic Name

Customize the Infor CRM Windows Client options Setting User Preferences
for my personal needs.
Access a graphic display of business process Displaying the Sales Dashboard
performance to perform in-depth data analysis
Schedule a meeting and invite others. Scheduling or Editing an Activity
Schedule an Event (such as a trade show). Scheduling or Editing an Event
Use the Activity Reminder Activity Reminder
In addition to the Help, you can find more information from the following sources:
System Administrator: See the system administrator for answers specific to your Infor CRM installation.
Understanding Infor CRM Integration with Microsoft

Outlook
With this integration you can view Microsoft Outlook mails in Infor CRM.
Note: Outlook Integration features are now installed with Infor CRM Xbar for Microsoft Outlook.
The Infor CRM Xbar for Microsoft Outlook installation provides support for:
• Xbar
• Access key contact information, activities and opportunities in Infor CRM from Outlook e-mail
correspondence or calendar activities
• Create new contacts, accounts and opportunities by dragging and dropping existing information
from e-mail into the Xbar interface
• Make changes to contact, calendar, and interaction history in Xbar that automatically updates
within Infor CRM
For more information about Xbar for Outlook features, please refer to the Xbar help. Click the
icon to open the Global menu and access the help file.
• Outlook Integration
• Record email messages to history
• Integrate with the Microsoft Outlook Address Book
• Drag and Drop E-mail from Microsoft Outlook
• Send an Infor CRM contact's information in a vCard file format via e-mail
• Attach documents from Infor CRM Library to a message in Outlook
• Infor CRM Activity Task Pane
• Using Outlook Synchronization allows you to synchronize:

• Contacts
• Calendar
Installing Infor CRM Xbar for Microsoft Outlook

Before you can use any of these features you must install Infor CRM Xbar for Microsoft Outlook. For
more information about installing Infor CRM Xbar for Microsoft Outlook, please contact the administrator.
Configuring Outlook Integration

Outlook integration preferences should be configured in Microsoft Outlook.
Before you can configure Outlook:
• Microsoft Outlook must be installed and running on the local machine.
• Web - Infor CRM Xbar for Microsoft Outlook will not install unless Microsoft Office, including
Outlook, is already installed.
• Windows - If Microsoft Outlook was not installed before installing the Infor CRM Client, you must
perform additional configuration steps. For more information, see the topic "Configuring Outlook
if not Installed Priorto Installing Infor CRM" in the Infor CRM Client Help.
• You must know the connection server and port number and your user name and password. Contact
the system administrator for more information.
To configure:
1 Open Microsoft Outlook.
2 If you are not prompted, click Options
If the Options button does not appear, then Outlook sync has not been installed properly.
3 Use the tabs to set the following options:
• Connection - connection to the Infor CRM server. Required for contact and calendar
synchronization and email integration.
• Send to CRM/Record to History - options for prompts, displaying information, and attachment
behavior when using Send to CRM or Record to History. Used for e-mail integration.
• All Options - ability to view options as value pairs. Recommended for advanced users only. For
more information see the Outlook Sync help topic "Configuring Outlook Sync".
4 Click OK.
Managing Contacts and Accounts
3
This chapter introduces you to the core of Customer Relationship Management (CRM) - working with
contacts and accounts.
• Contacts are the key people associated with an account.
• Accounts are your prospects and customers. Accounts can contain one or many contacts.
You can use Infor CRM to manage contact and account information. This includes daily interactions,
such as phone calls, meetings, action items, or other correspondence.
• Add a contact and an account
• Create an account association
• Use the Library
• Schedule a literature request
• Add a note and schedule a follow-up activity
Adding a Contact and an Account

Infor CRM focuses on account relationships. Therefore, all contacts must be attached to an account.
Account and contact information is accessible by any Infor CRM user who has the appropriate security.
For example, you can create an account for Beeker Motors. Your Sales Assistant may not have the
required security to access the account, but your Sales Manager can.
You cannot create personal accounts or contacts in Infor CRM unless your system administrator enables
this option for you. Personal contacts would include people such as your spouse or dentist.
Understanding Account Ownership

Before creating an account in Infor, it is important to understand account ownership.
• The Account Owner has access to an account and can use any account-related activities such as
scheduling activities and running reports. An account owner can be an individual user, a team, or
all Infor CRM users. Access to account data can be different for each user. For example, if a team
owns an account, some team members may have read-only access to the account, while others
have read/write access. Security is controlled by your system administrator.
• The Account Manager is responsible for managing the relationship with the account. This can include
follow-up phone calls, meetings, preparing proposals, and working with the account’s contacts. The
account manager is a single individual.
The individual user designated as the account owner is often also set as the account manager. If a
team is the account owner, a team member will usually be set as the account manager. Account owners
and account manager should be assigned according to your company’s guidelines.
There are several ways to add contacts and accounts to Infor CRM. This guide will explain the most
common methods.
Our scenario: You met Tom Dale and Joan Smith at a trade show. Tom and Joan (contacts) work for
Beeker Motors (account). First you will add contact Tom Dale to a new account (Beeker Motors); then
you will add Joan Smith to an existing account (Beeker Motors).
To add contacts and an account:
1 From the Insert menu, select Contact/Account.
2 In the Add Contact/AccountInformation dialog box, select New Contact and New Account, and
then click Next.
3 In the Contact field, specify Tom Dale.
To add hyphenated last names or names with a professional designation, click the ellipsis button
in the Contact field. Then use the Enter Name dialog box to specify a name prefix (such as Dr.),
first name, middle name, last name, or suffix (such as C.P.A).
4 In the Account field, specify Beeker Motors.
5 In the E-mail and Web fields, add e-mail and Web address information.
• E-mail - [email protected]
• Web: www.beeker.web
6 In the Work Phone field, specify 5551234512.

7 Click Look for Matching Records.
This searches the database for records that have the same e-mail address, Web address, phone
number, and account. It is important to search for records before adding information. If you do not
check for existing information, you might create a duplicate contact or account.
8 Click OK to close the No Matches dialog box, or click Cancel to close the Matching Records dialog
box.
9 In the Contact Information area, in the Title field, click the ellipsis button and select Vice President.
10 Continue to add Tom’s information in the Contact Information section.
11 Under Account Information, double-click the Address field to open the Edit Address dialog box
and add the Address information for Beeker Motors, as follows:
• Leave Description as Office.
• In the Address 1 field, specify 1234 Gary Parkway.
• In City, State/Prov, Zip/Postal specify Oak Park, IL and 60305
12 Click OK.
13 In the Main field specify 5551234500.
14 Click the Type ellipsis button and select Customer.
15 Click the Status ellipsis button and select Active.
16 Click the Industry ellipsis button and select Automotive/Aerospace.
17 In the Acct. Mgr. field, click Find, and then select the account manager.
18 In the Owner field, click Find, and then select an owner.
19 In the Lead Source field, click Find, select Trade Show and then click OK.
20 Click Save & New.
This option allows you to add another contact to the existing account.
21 In the Contact field, specify Joan Smith.
22 In the E-mail and Work Phone fields, add e-mail and Work Phone information.
• E-mail - [email protected]
• Work Phone - 5551234519
23 In the Contact Information area, in the Title field, click the ellipsis button and select Managing
Director.
24 Click OK.
For more information see the "Adding a New Contact and Account" topic in the Infor CRM Windows
Client Help.
If you need to edit a contact or account’s information, you can do so by clicking the boxes on the
Detail view and typing in the changes.
Note: You must click the Save button after making any changes.
Adding an Account Association

Accounts may have a common connection, for example, one company may be a parent of another.
You can create a relationship between accounts by adding an association. This association can be
helpful for tasks like running reports. You can create one report for both accounts rather than two
separate reports. Associations can also create opportunities for you to sell to parent companies rather
than subsidiaries.
Our scenario: Tom Dale told you that Beeker Motors was owned by International Machines. You want
to create a parent/subsidiary relationship between the two accounts.
To associate accounts:
1 Open the Beeker Motors Account Detail view.
a On the Navigation Bar, click Accounts.
b Click the Accounts Quick Find button (magnifying glass).
c In the Find field, specify be, and then click Find.

d In the list, click Beeker Motors.
2 On the Beeker Motors Account Detail view, click the Associations tab. If the tab is not visible, click
More Tabs.
3 Right-click in the tab view, and then select Associate Account.
4 In the Account field, specify Int, and then click Find.
5 Click International Machines in the account list, and then click OK.
6 Click the ellipsis button below Beeker Motors is a and select Subsidiary.
7 Click the ellipsis button below International Machines is a and select Parent.
8 In the Description fields, specify a description for each account.
9 Click OK.
Working with the Library

The Library is a central repository for company information. Files are organized into folders and sorted
by name. Click the column headings to sort the library files list.
The company’s library may include product information, policies and procedures, presentations, Web
addresses, and so forth. Only the administrator and an administrative user can add files to the Library.
• If you are using Infor CRM on a network, you can access a file directly from the Library without
storing the file on the computer.
• Infor CRM Remote users must request files from the Library. When Remote users synchronize, the
request is sent to the server and the requested file is delivers during the synchronization.
Our scenario: You want to use the Library to find current product information.
To access information from the Library:
1 On the Navigation Bar, click Library.
2 In the tree view, click the "+" signs to expand the folder that contains the file you want to open.
3 Double-click the file to open.
Note: For more information see the "Working with the Library" topic in the Infor CRM Windows Client
Help.
Requesting Literature for a Contact

Literature requests involve sending marketing materials or other company documents to one or more
contacts. Infor CRM users or the system administrator manage the available literature. After you
schedule a request, the person or group at your company responsible for literature fulfillment can fulfill
and complete the request.
If you are making the request for a single contact, select the contact before you begin the following
steps.
Our scenario: Joan Smith requested information on a specific product at a trade show, but you had run
out of brochures. You want to schedule a literature request to send the information to Joan.
To schedule:
1 Open Joan Smith’s Contact Detail view.
a On the Navigation Bar, click Contacts.
b Click List/Detail.
c Click the Latest Contacts group tab.
d In the list, double-click Smith, Joan.
2 On the Schedule menu, click Literature Request.
3 In the Description field, specify a brief description of the literature request.
Specify Lenovo ThinkPad sales brochure.
4 Click Send by Calendar, select a date, and then click OK.
5 In the Send via(delivery method), and Priority fields, click the ellipsis button, select FedEx and
Medium.
6 In the Cover field, click the folder button, choose the appropriate cover letter or memo from the list,
and then click OK.
7 In the Request for area, make sure the option of Current Contact (Smith, Joan) is selected.
8 Under Print literature list, select with cover letter.
9 In the Available Literature area, select the items you want to include in your request.
a Expand Hardware.
b Select Lenovo ThinkPad Brochure.
c Double-click the document to set the quantity for each. Use the default of 1 or type a number,
and then click OK.
10 Click OK.
The literature request is recorded on the Literature in the Activities view and on the Literature
Requests tabs in the Contact and Account Detail views.
The person assigned by the administrator to monitor Literature Requests will receive your request
and should fulfill it by the date you specified.
Scheduling a Follow-up Activity

In Infor CRM, phone calls, meetings, to-dos, and personal appointments are called activities. Scheduling
follow-up activities can help you organize and remember important events.
Our scenario: You want to schedule a phone call to follow-up on literature that was sent to Joan Smith.
To schedule a phone call:
1 Open Joan Smith’s Contact Detail view.
2 From the Schedule menu, select Phone Call.
a If prompted, in the Lookup field, select Smith, Joan, and then click OK.
b If prompted, in the Regarding field, select Confirm Literature Received, and then click OK.
3 In the Start Time field, click the Calendar button to select the date and time when the activity will
occur, and then click OK.
4 Do one of the following:
• Select the Timeless check box to create an activity that occurs on a specific date, but at no
specific time and without a specific duration.
Timeless activities are displayed on the Calendar day view.
• In the Duration fields, set the expected length of time for the activity.
5 Select the Alarm check box to set an alarm to notify you before the activity begins. Use the drop-down
boxes to select the number of minutes, hours, or days. You must enter an increment between 1 and
240.
6 Verify the Name and Account fields contain Joan Smith and Beeker Motors.
If any information is incorrect, click the Find button to change the information.
7 If you have not selected an item for the Regarding field, click the ellipsis button and select Confirm
Literature Received.
8 In the Notes field, specify Follow-up call for Joan Smith’s literature request.
9 Click OK.
You can view the scheduled phone call in the Contact and Account Detail views (on the Activities
tab), in the Activities view (on the All Open and My Activities tabs), and in the Calendar view. If your
company uses Advanced Outlook Integration, the activity is scheduled in your Outlook calendar.
For more information see the "Scheduling or Editing an Activity" topic in the Infor CRM Windows
Client Help.
Adding a Note
You use notes to document the outcome of an activity and to record interactions with an account,
contact, lead, or opportunity. The notes you add appear in the Notes/History tab on the Account,
Contact, Lead, and Opportunity Detail views.
There are several ways to add a note. One method was chosen for the example below.
Our scenario: You found Tom Dale’s business card while cleaning out your briefcase. You had a note
on the back indicating Tom was interested in a support contract for any products his company purchased.
You want to add this information to Infor CRM.
To add a note:
1 Open Tom Dale’s Contact Detail view.
2 From the Insert menu, select Note.
3 If necessary, modify the Completed and Scheduled dates. Click the Calendar button, select a
date, and then click OK.
4 If you need to specify a duration for the note, clear Timeless, and then select or specify a Duration.
5 Verify the Name is Tom Dale and the Account is Beeker Motors.
6 In the Regarding field, specify Business card notes.
7 In the Location field, specify 2012 Trade Show.
8 In the Notes field, specify the information on the business card.
9 In the Priority field, click the ellipsis button and select an item from the list.
10 In the Category field, click the ellipsis button and select an item from the list.
11 Verify that the name is in the Leader field.
12 If necessary, click the Attachments tab to add a document or URL.
13 Use the Carry Over Notes or Carry Over Attachments check boxes to copy notes or attachments
from this note to the follow-up activity.
14 Click To-Do.
15 In the Schedule To-Do dialog box, schedule an activity for today.
a For the Regarding specify Research.
b In the Notes specify, Research a support contract for Beeker Motors.
c Click OK to schedule the activity.
16 After scheduling the to-do, click OK to save the note.
You can view notes on the Notes/History tab of the Contact, Account, Lead, and Opportunity Detail
views. In addition, the Notes/History tab allows you to view and filter notes and other history items.
For more information see the "Adding a Note" topic in the Infor CRM Windows Client Help.
Managing Your Sales Activities
4
Infor CRM can help you manage your daily activities, whether they are scheduled or unscheduled.
Scheduled activities include phone calls, meetings, to-dos, and appointments. Unscheduled activities,
such as returning a phone call or answering e-mail, may occur several times a day.
• Use Activity Reminder
• Complete an unscheduled activity and schedule a meeting
• Use the Calendar and Activities views
• View the history of an account
Using Activities and Events

Activities and Events provide a way to stay on top of your work responsibilities.
• Events usually span several days and might include trade shows, business trips and conferences.
• Activities include placing phone calls, attending meetings, and to do's, such as sending
correspondence or preparing presentations.
• Activities can be associated with contacts, accounts, leads, opportunities, or tickets. Activities are
generally scheduled for a specific time, but can also be scheduled as "timeless" activities. Completed
activities become history items.
• You can schedule activities during an event, such as setting up various appointments and meetings
for a business trip.
When you schedule an activity, it displays on the Calendar, Activities view, and in the Activities tabs
on the Account, Contact, Opportunity, Lead, and Ticket views. Events display on the Activities view,
Events tab and Calendar as well. The Infor CRM Windows Client includes an Activity Reminder feature
that alerts you to overdue activities and new activities that you have yet to confirm.
Several activity types are available to accommodate your work requirements. For instance, you can
create general activities, recurring activities and more. In general, you can edit, delete, or complete
activities and events that you create.
Activity Reminder
The Activity Reminder helps you keep track of any activities (scheduled, timeless, unconfirmed, or
recurring) that have a reminder setting. When any of your activities are overdue or if you need to confirm
any activities, the Activity Reminder will display. When the Activity Reminder displays, you can choose
to act on the listed activities, or be reminded of the activities at a later time.
Note: Closing the Activity Reminder snoozes all of the alarms and activity reminders in the Activity
Reminder window.
Current activities are listed first, followed by past due activities in red text, and finally unconfirmed
activities in bold. To display past due activities that do not have alarms set, select the Display Past Due
check box. Notes for the activity selected in the grid appear in the Notes box below the activities list.
Using the Activity Reminder buttons

Select an activity, and then use these buttons:
Button Description
Open Opens the Schedule activity window. If the selected activity is unconfirmed, the Con-
firmation dialog will open.
Complete Opens the Complete Activity dialog.
Go To Presents a list of associated detail views for the selected activity, and opens the se-
lected view. Depending on the activity type, the list may include Account, Contact,
Lead, Opportunity, or Ticket views.
Reschedule Opens a Reschedule Activity dialog, allowing the activity leader (creator) to reschedule
an activity or a group of activities.
Dismiss Turns off the alarm for the selected activity or activities. The activity remains on the
Activities list view, but the alarm is reset to 'off'. (Not the same as Snooze, which
temporarily disables the alarm.)
Help Opens the Help topic for the Activity Reminder.
Snooze Removes the selected activities from the reminder window for the amount of time
selected in the Snooze by: field.
Snooze All Closes the reminder window (Snoozes all of the activities) for the amount of time se-
lected in the Snooze by: field.
Completing an Unscheduled Activity

Unscheduled activities can occur unexpectedly throughout the day. It is a good idea to keep Infor CRM
open at all times so you can quickly access contact and account information. After you respond to an
unscheduled activity, you should complete the activity in Infor CRM to create a record of the interaction
with the contact or account.
When you complete an activity, details about it are recorded on the Notes/History tab for the related
account, contact, opportunity, or lead.
Our scenario: You received an unexpected call from Tom Dale about a sales opportunity. You need
to complete an activity for the unscheduled phone call and schedule a follow-up meeting.
There are several ways to complete an activity in Infor CRM. The following method allows you to
complete the activity, schedule a follow-up meeting, and carry over the notes.
To complete an unscheduled activity:
2 From the Schedule menu, select Complete Activity.
3 Select Phone Call, and then click OK.
4 The Completed and Scheduled fields automatically show the current date and time. You can accept
the default, or select a new date and time.
5 In the Regarding field, click the ellipsis button and select Discuss Opportunities from the list.
6 In the Notes field, specify Tom Dale called about a possible sales opportunity.
7 To schedule a follow-up activity:
a Select Carry Over Notes to include your notes in the follow-up activity.
b Click Meeting.
8 In the Schedule Meeting dialog box, verify that the Notes field includes the notes from the phone
call.
9 Select a date and time for the meeting, and then click OK to schedule the follow-up meeting
10 Click OK to complete the phone call.
Note: For more information see the "Completing an Activity" topic in the Infor CRM Windows Client
Help.
Inviting Others to a Meeting

When you schedule or edit a meeting or a phone call in the Infor CRM Windows Client, you can include
other Infor CRM users in the activity. These types of appointments appear on the Confirmations tab in
your Activities view. You can accept or decline activities listed on the Confirmations tab.
Note: If you company uses Advanced Outlook Integration, you can include non-Infor CRM users in the
activity. The Microsoft Outlook Attendee Availability tab appears instead of the Members and Resources
tabs.
Our scenario: You want to invite a co-worker (from your company) to your meeting with Tom Dale (a
contact for Beeker Motors).
To invite others to a meeting:

2 Click the Activities tab.
3 In the list, open the meeting you scheduled in the previous scenario.
4 Click the Members tab.
5 In the Available Members list, select a user, and then click Add.
If you are using Advanced Outlook Integration, click Invite Others and select a user from the Outlook
Address list.
6 Click OK.
The other user will receive an Activity Reminder to confirm the activity. If the other user uses Infor
CRM on a network with Advanced Outlook Integration, he or she will receive an Outlook e-mail
message to accept or decline the meeting. After the user confirms or declines the meeting, you will
receive a confirmation of the response.
For more information see the "Scheduling or Editing an Activity " topic in the Infor CRM Windows
Client Help.
Using the Calendar

Use the Calendar to manage your time and keep track of scheduled activities and events. The Infor
CRM Calendar displays both open and completed activities and events, depending on your calendar
options. You can view your schedule by the day, week, month, or year view. Use the calendar right-click
menu to schedule, edit, complete, or delete activities and events.
The calendar security determines whose activities you can schedule, view, edit, complete or delete.
Depending on your access rights, you can view the calendars and activities of other Infor CRM users.
You can assign specific colors to each user to help you to determine which activities belong to which
users. If an activity is scheduled for multiple users and you are the leader or member, it will display
your color. If you are not an activity member or leader, then the activity leader's color will be displayed.
Note:
• If the company uses Microsoft Outlook, you can view your Outlook calendar in Infor CRM instead
of the Infor CRM calendar. To select this option, on the Tools menu, click Options, click the Calendar
tab and under Show this calendar, select Outlook.
• Some icons may not appear in week and month views due to limited space.
Our scenario: You want to check your calendar to see if you have time available to meet with your
co-worker before the meeting with Tom Dale.
To view the calendar:
1 On the Navigation Bar, click Calendar.
2 Select the type of calendar to view.
• Day View - Displays a timeline for the day. Lists all scheduled activities and events for that day.
• Week View- Displays each day in the selected week. Lists scheduled activities and events for
each day.
• Month View- Displays month calendar, listing scheduled activities for each day.
• Year View - Displays a 12-month calendar and a list of events and activities scheduled for selected
dates.
Bold numbers on the calendar indicate dates with scheduled activities.
3 To customize the types of activities you see in the calendar, right-click in the calendar, and on the
shortcut menu, point to Show, and then select all of the activity types that you want to appear on
the calendar.
4 To view the other user's calendar:
a Click the User button (your name) in the top right corner.
b In the Select Users to View dialog box, click Add, select the other user you want to view, and
then click OK.
c Click OK.
5 To print the calendar, from the File menu select Print Calendar Reports, select your options, and
then click Print.
Note: For more information see the "Using the Calendar" topic in the Infor CRM Windows Client
Help.
Using the Activities View

Use the Activities view to manage your scheduled activities, events, literature requests, and
confirmations. If you have additional access rights, you can also view other Infor CRM users' activities.
The tabs that appear in the Activities view are:
All Open To-Dos Events

Calls Personal Literature
Meetings Alarms Confirmations
The following icons provide information about the activity:
Icon Description
Phone Call
Meeting
To-Do
Personal Activity
Icon Description
The activity has an attachment
The activity is a single occurrence of a recurring activity
The activity has an alarm
Our scenario: You want to see how many phone calls you have tomorrow.
To view phone calls scheduled for tomorrow:
1 On the Navigation Bar, click Activities.
2 Click the Calls tab.
3 Click the drop-down arrow and select Tomorrow from the list.
Viewing a History of Interactions with an Account

When responding to scheduled or unscheduled activities, you may need to view the history of interactions
with the contact and account or lead. For example, if a customer calls to ask a question she had from
your last meeting, you can open the account history to view the meeting notes. The Notes/History tab
contains all interactions, including full text notes, and provides filter options for viewing, e-mailing, and
printing history items and notes.
Note: If the Show history for all participants option is not selected, then you will see a history item for
only the primary participant.
Our scenario: You want to review all the interactions you have had with anyone at Beeker Motors.
To view account history:
1 Go to Beeker Motors’ Account Detail view.
2 Click the Notes/History tab. If the tab is not visible, click More Tabs.
3 If necessary, click FilterOptions and use the filters to narrow the list of history items.
4 Right-click the item with the history item to be viewed, and then click View History.
5 When you are finished viewing, click Close.
Note: For more information see the "Notes/History Tab" topic in the Infor CRM Windows Client Help.
Communicating with Contacts and Leads
5
In addition to telephone calls and meetings, you may need to send additional information to your
contacts or leads, such as proposals, letters, or memos. Through the Infor CRM Write menu, you can
create and edit templates, letters, and other business correspondence. You can then use Mail Merge
to merge your template to contacts, leads, accounts, or opportunities.
Outlook Integration with Infor CRM enables you to share information between Microsoft Outlook and
Infor CRM when you write e-mail messages, add contacts, and schedule meetings.
Note: Outlook Integration features are now installed with Xbar. Refer to "Understanding Infor CRM
Integration with Microsoft Outlook" on page 19.
• Set your e-mail system options
• Create a template
• Use Mail Merge to send information to contacts
• Work with Microsoft Outlook e-mail
Setting Email Options

Before you can use e-mail in Infor CRM, you must first set your e-mail options. Use the E-mail tab in
the Infor CRM Options dialog box to set up your e-mail application options. Depending on the e-mail
application you select, some options will not be available. Your administrator determines which options
are available for you to set and can override any changes you make to the e-mail settings. If you notice
that your settings have changed, contact the system administrator.
Use the following steps to set up your e-mail options to use Microsoft Outlook as your mail system.
To set e-mail system options for Microsoft Outlook:
1 From the Infor CRM Client Tools menu, select Options, or, right-click in any calendar view, and
then click Options.
2 Click the Email tab.
3 In the Mail System Options area, in the Mail System field, select Microsoft Exchange or Microsoft
Outlook. Microsoft Outlook users: If your company is using the Advanced Outlook Integration
feature, you should select Microsoft Outlook as your email system.
4 In Profile Name field, select from the list of available local profiles.
5 To connect to the e-mail application when you start the Infor CRM Client, select Automatically
Logon to e-mail.
6 If you connect through the Internet via POP3/SMTP or IMAP4/SMTP, select Automatically dial
using, and then select from the list.
• Network users: click None.
• Remote users: click your dial-up networking connection name.
7 In the Log to History area, select one of the following options:

• If you select Prompt, when you use Send in Outlook, no prompt appears, the e-mail is not
recorded to History.
• If you select Prompt, when you use the Send to CRM in Outlook, the Complete E-mail dialog
box opens so you can edit the details of the history item and schedule a follow-up activity.
• If you select Do Not Prompt, when you use the Send button in Outlook, no prompt appears,
and the e-mail is not recorded to History.
• If you select Do Not Prompt, when you use the Send to CRM button in Outlook, no prompt
appears, and the e-mail is recorded to History.
8 In the Record E-Mail to History area, select Prompt for Duplicate Contacts and/or Prompt for
Contact not Found.
These prompts are message boxes informing you of a problem when logging the e-mail message
to a contact's History.
9 Click OK.
Note: For more information see the "Setting E-mail Options" topic in the Infor CRM Windows Client
Help.
Working with Templates

You can use templates to create letters, proposals, faxes, or e-mail messages that will be used for
more than one contact or lead. Templates use standard text that does not change, as well as mail
merge fields that use Infor CRM information that changes depending upon the contact or lead being
merged. Infor CRM has two types of templates:
• Public templates are created and distributed by the system administrator and stored in the Public
Templates folder. Public templates usually are released to all users. When you copy a public template
and save it to the computer, it becomes a private template.
• Private templates are created by a user and are automatically stored in the Private templates folder.
When you create a private template, only you have access to the template.
Templates are created using Microsoft Word, so you must have Microsoft Word installed on your local
machine for template creation.
Note: For more information see the "Managing and Selecting Templates" topic in the Infor CRM Windows
Client Help.
Creating a New Template

These instructions help you create a new private Microsoft Word template.
Our scenario: Tom Dale requested a pricing proposal for 150 motors. You need to create a new pricing
proposal template.
To create a new template:
1 From the Write menu, select Templates.
2 In the Manage Templates dialog box, click New.
3 In the Properties for: New Word Template dialog box, do the following:
a In the Template Type section, select E-mail.
b In the Name field, specify Pricing Proposal.
c In the Family field, select E-mail.
d In the Main Table field, select Contact.
e In the Owner field, the name must appear as the owner.
f Click OK.
Microsoft Word opens for you to create the new template.
4 In the empty document, specify the text you want to include in the proposal template.
5 To add Infor CRM merge fields to the template, place the cursor in the template where you want
the merge field to appear, click Insert SLX Field, then from the merge field list, select a field.
The new merge field appears in the template.
6 Click Save and Close.
The Pricing Proposal appears in the Private Templates folder under the Email family.
7 In the Manage Templates dialog box, click Close.
Using Mail Merge

You can use Mail Merge when you need to correspond with a group of contacts, accounts, opportunities,
or leads. Mail Merge helps you simplify the process of sending the same information to numerous
people by merging information into a template. You can merge to a file, send an e-mail, send a fax, or
print the merged document.
Our scenario: You recently provided a demonstration for upgrading all of your contacts at Beeker
Motors, and want to send a letter thanking them for their time. You want to run a mail merge to send
the information to all contacts at once.
To send e-mail using Mail Merge:
1 From the Write menu, select Mail Merge.
The Mail Merge dialog box appears.
2 In the Template field, click Open, expand the Public Templates list, expand the E-mail list, and
then double-click the Thank you - Demo template.
3 In the Merge With area, select Specific, select Account, and the click Find.
4 In the Lookup, specify Be, click Find, and then double-click Beeker Motors in the list.
5 In the Output To area, select E-mail.
6 In the From field, user name is displayed.
7 (Optional) Click the Address Book in the CC and BCC fields to select any other recipients.
8 In the Format field, the default format of your selected template is shown; select another format if
desired.
9 Click the History Options tab.
10 Ensure the Add History record for each Contact option is selected.
11 In the Category field, click the ellipsis button, select Demo, and then click OK.
12 Click Merge.
The merged emails are sent to all recipients and history records are added for both contacts.
Note: For more information see the "Using Mail Merge" topic in the Infor CRM Windows Client Help.
Outlook Integration
Outlook integration allows you to save Outlook mails in Infor CRM.
Note: Outlook Integration features are now installed with Infor CRM Xbar for Microsoft Outlook. Refer
to "Understanding Infor CRM Integration with Microsoft Outlook" on page 19 for more information.
If your company uses Outlook Integration, you can save Outlook e-mail messages as Infor CRM history
items. For example, you can:
• Compose an e-mail message in Outlook, select contacts from the Infor CRM Address Book, and
then click Send to CRM to record the e-mail body and any attachments to the associated record.
You can also include attachments to the message.
• Select an e-mail message in Outlook, and then click Record to History to record the e-mail body
and any attachments to the associated record.
• Send an Infor CRM contact's information in a vCard file format via e-mail.
• Attach documents from Infor CRM Library to a message in Outlook.
• Add Infor CRM contacts to Outlook and synchronize changes made in Infor CRM to Outlook. For
more information, see "Adding a contact to Outlook" in the Sales Client Help.
• When working with an Infor CRM contact in Outlook, you can click the Go to CRM button to open
the contact's detail view in the Infor CRM Client.
• Drag and drop e-mail messages from Outlook to the Infor CRM History tab.
• Click the E-mail button on the Ticket Detail view to copy ticket information into a new e-mail message,
and then click Send to CRM in Microsoft Outlook to send the message and save it to Infor CRM.
For more information see the following topics in the Infor CRM Windows Client Help:
• "Sending an E-mail Message from a Ticket"
• "Understanding Calendar Integration"
• "Understanding Contact Integration"
• "Understanding E-mail Integration"
Using Outlook Integration

Our scenario: You want to send an e-mail to Tom Dale and Joan Smith of Beeker Motors to tell them
that you will be out of the office for a few days. You can use Microsoft Outlook and record the e-mail
message in Infor CRM.
To send an e-mail to multiple records using Outlook Integration:
1 On the Navigation Bar, click Contacts.
2 Use the Lookup to find the contacts you want to email.
a From the Lookup menu, point to Contacts, and then click Company.
b In the second field specify be, and then click Find.
c Select Create a temporary group containing all results, and then click OK.
3 Click List/Detail to open to Contacts List view.
4 Select Tom Dale and Joan Smith.
To select more than one record, hold down [Ctrl] or [Shift], and highlight the records.
5 Right-click and select Write E-Mail to Selected Records.
6 If the Select Names dialog box opens, select both names and click To, and then click OK.
7 If email is enabled, but you have not logged on, at the message box, click Yes to log on.
8 In the Subject line, specify Out of Office.
9 In the Body area, specify I will be out of the office for a few days. I’ll contact you when I return.
Since you are using Outlook to send this e-mail message, you may want to record this to Infor CRM
History.
10 Click Send to CRM.
Managing Opportunities for Sales
6
Opportunities are potential sales to accounts and contacts. As an opportunity progresses, you can
track the products involved in the opportunity, days in the pipeline, competitors, level of commitment
by the prospect, and much more.
• Add an opportunity
• Use Opportunity Statistics
• Close an opportunity
Adding a New Opportunity

Use the Insert Opportunity dialog box to enter opportunity information and to add, edit, or remove
products, competitors, or contacts. You can also update the opportunity currency and rate if you have
Multi-Currency enabled. You cannot add an opportunity to a personal account.
Note: If you frequently use the same settings when adding opportunities, you can set default values.
For more information see the "Setting Opportunity Defaults" topic in the Infor CRM Windows Client
Help.
It is not necessary to complete all information when you add an opportunity. You can add the information
that is most important to your company when you add the opportunity, and then update the Opportunity
Detail view with more information later. For example, when you add an opportunity, you may want to
note the probability of closing the sale, the dollar amount, and the estimated close date. Then add
information as the opportunity moves through the pipeline.
• If you do not want to add products while adding a new opportunity, you can add them later using
the Products tab in the Opportunity Detail view.
• Adding contacts to an opportunity allows you to target the individuals at the account and designate
their roles and influence in the possible sale. If you do not add contacts while adding the new
opportunity, you can add them later using the Contacts tab in the Opportunity Detail view.
Our scenario: There is an opportunity for a sale of 10 printers to Beeker Motors. You want to create a
new opportunity and add products and contacts.
To add a new opportunity:
1 Open the Beeker Motors' Account Detail view.

2 From the Insert menu, select Opportunity.
3 Complete the following information:
Based on your Opportunities options, some boxes may already be completed.
• Description - Specify a name for the opportunity. To help track opportunities, use the account
name in the opportunity description.
• Account - Verify that Beeker Motors appears.
• Acct. Mgr. - Click the Find button to find the person or team within your organization who
manages the account.
• Est. Close - Click the Calendar button, select the date that the opportunity is estimated to close,
and then click OK.
• Status - The company defines the opportunity status list. Click the ellipsis button, and select a
status from the list.
• Type - Click the ellipsis button, and select New.
• Source - Click the Find button, and select Trade Show.
• Close Prob. - Click the ellipsis button, and then select the probability that this opportunity will
be closed from the list.
4 Add the opportunity products.

a In the Products section, click Add.
b From the Add Opportunity Product dialog box, find and select NetPrinter Laser Elite in the
Available Products list, click Add, and then click OK.
c In the grid, click the Quantity column and change 1 to 10.
5 Add the opportunity contacts.
a In the Contacts section, click Add.
b From the Select Contact(s) dialog box, select Joan Smith, and then click OK.
6 Click OK.
Using Opportunity Statistics

You can use Opportunity Statistics to view opportunity information at a glance. You can view opportunity
statistics for a group of opportunities, or you can select individual opportunities from the Opportunity
List view.
To open Opportunity Statistics:
1 On the Navigation Bar, click Opportunities.
2 In the Opportunities List view, open the group of opportunities you want to view.
You can get statistics for the entire group or select multiple opportunities in the Opportunity List
view.
3 Do one of the following:

• On the View menu, click Opportunity Statistics.
• Select the record(s) you want to view, right-click in the list view, and then click Statistics for
Selected Opportunities.
4 When finished, click Close.
Closing an Opportunity
When an opportunity is won or lost, you should close the opportunity. For future reference and reporting
purposes, you should provide the reason for closing the opportunity.
Our scenario: Beeker Motors has agreed to your terms and pricing and now you may close the
opportunity.
To close an opportunity:
1 Open the Beeker Motor's opportunity in the Opportunity Detail view.
2 In the Status field, click the ellipsis button, select Closed-Won from the list, and then click OK.
The Close Opportunity dialog box opens.
3 If necessary, modify the Actual Close date. To modify the date, click the Calendar button, select
a new date, and then click OK.
4 In the Reason Won field, click the ellipsis button, select an item or items from the list, and then
click OK.
5 In the Comments field, specify Delivery must be complete by the end of the financial quarter.
6 Click OK.
Beeker Motors’ Opportunity Detail view appears with a Closed-Won Status and the Probability
automatically updates to 100%.
7 The Move Products to Assets dialog box opens, click OK to move the printers from opportunity
products to assets.
Assigning Serial Number to an asset

To assign a serial number to an asset:
1 Click the Beeker Motors link.
2 Click the Assets tab. If the tab is not visible, click More Tabs.
3 Double-click NetPrinter Laser Elite.
The Edit Asset dialog box opens.
4 In the Serial Number field, specify BMNPLE001.
5 Click OK.
Managing Leads and Campaigns
7
This chapter is an introduction to Infor CRM Marketing. With Infor CRM Marketing you can develop
and qualify new sales leads, convert leads in into customer in a structures process, and create and
manage sales campaigns while tracking their effectiveness.
• Add leads to Infor CRM
• Import leads to Infor CRM
• Qualify a lead
• Add a campaign
• Add targets to a campaign
• Add stages and tasks to a campaign
• Add products to a campaign
• Launch a campaign
• Track campaign responses
Working with Leads

Leads are unqualified potential customers. Use lead qualification criteria to determine if a lead has
valid information, already exists as a lead or contact, or is ready to be converted to a sales opportunity.
Once qualified, a lead can be converted to or merged with a contact and account. You can also create
a new sales opportunity.
Adding a Lead
There are many ways in which your company can acquire leads. They may buy lead lists, acquire
another company’s customers, or find a single lead while maintaining current accounts. If you have
multiple leads, importing the information to Infor CRM is the most efficient method. However, if you
cannot import lead information, you must manually add the lead(s) to Infor CRM.
Our scenario: While you were speaking to a current contact, he mentioned his friend Bob Green may
be interested in purchasing some software. You need to add Bob Green to Infor CRM as an unqualified
lead.
To add:
1 From the Insert menu, select Lead.
2 In the Name field, specify Bob Green.
3 In the Company field, specify Green Dentistry.
4 In the E-mail field, specify [email protected].
5 In the Phone field, specify 5553211234.
6 Click Look for Matching Records to search the database for leads, contacts and accounts that
have matching information.
The Matching Leads dialog box appears. If a matching record displays in this dialog box, you can
open the matching record to see if the lead, contact, or account is the same as the lead you are
entering.
The Matching Leads dialog box appears. If a matching record displays in this dialog box, you can
open the matching record to see if the lead, contact, or account is the same as the lead you are
entering.
7 In the Matching Leads dialog box, click Close.
8 In the Title field, select or type Managing Director.
9 In the Industry field, click within the box, click the ellipsis button, select
Healthcare/Medical/Pharmaceutical, and then click OK.
10 In the Interested in field, specify accounting software.
11 In the Lead Source field, click Find.
12 In the Lookup Lead Source dialog box, click Find, select Word of Mouth/Referral, and then click
OK.
13 In the Insert Lead dialog box, click OK.
Importing Leads
Your company may purchase mailing lists or have a large number of potential customers that must be
tracked in Infor CRM. Rather than adding leads one at a time, you can import large numbers of leads
to Infor CRM quickly and easily.
Use the Import Leads view to import lists of leads into Infor CRM. You may only import leads from a
comma-separated values (CSV) list. Valid file types include Microsoft Excel, .txt files, and other database
file types, but files must be saved as a CSV file.
Our scenario: Your manager has given you a file containing 200 leads. You want to import the leads
into Infor CRM so that you can begin calling them.
To import leads:
1 From the Insert menu, click Import Leads.
2 Click the Lead List File Open button, browse to the list you want to import, and then click Open.
The Import Leads Preview dialog box opens.
3 Preview the records before they are imported. If necessary, select a different delimiter value, for
example a comma, semicolon, or text qualifier.
Note: For more information see the “Import Leads preview” topic in the Infor CRM Windows Client
Help.
4 Click OK.
The wizard moves to Step 3, Map Fields.
5 Match the lead list fields and Infor CRM lead fields. If you want to display all of the fields in both lists
and any template, select Show All Fields.
a In the Match this field from the list field, select the external list field you want to match. If you
need to preview the imported list, click Preview.
b In the with this field in Saleslogix field, select the Infor CRM field that the list field should be
matched with.
c Click Match.
Matched fields display in the Matching Fields field.
6 Repeat the previous step for each field that needs to be matched.
7 Click the Default Owner Find button to select the person or team within your organization that will
own the imported leads.
8 Click the Default Lead Source Find button to select how the imported leads were generated.
9 Click Import.
Qualifying a Lead
A lead may contain unqualified information. You can use lead qualification criteria to validate information
and determine if the lead is a sales opportunity. Once qualified, you can convert a lead to a contact
and account and create a new sales opportunity.
Our scenario: You spoke to Bob Green on the phone and he has decided to order from the company.
You need to add the information regarding Bob’s purchase and convert him to a qualified lead.
Note: If the Qualification criteria was customized by your administrator, the items you see in the
workspace may be different.
To qualify a lead
1 Click Leads on the Navigation bar.
2 Click the Leads Quick Find button (magnifying glass).
3 In the Find dialog box, specify green, click the Find button, and then double-click Green, Bob in
the list.
4 In the Qualification field, click the drop-down arrow, and then click Lead.
5 Under Qualification:
a Select the Valid Contact check box.
b Select the Budget for purchase check box, and then in the corresponding text box specify 5000.
c Select the Timeframe for purchase check box, and then in the corresponding text box specify
3 months.
d Select the Business need identified check box, and then in the corresponding text box specify
accounting software.
e Select the Decision maker identified check box, and then in the corresponding text box specify
Bob Green.
6 Once the lead is qualified and ready to convert to a contact and account, click Convert Qualified
Lead.
7 In the Convert Lead dialog box, verify that no existing contacts or accounts match the lead you are
qualifying.
8 Click Convert.
Working with Campaigns

A campaign is a combination of various advertising, public relations, sales promotion, and selling
activities used over a period of time to achieve predetermined sales or marketing goals. A campaign
can target a specific industry or group. Infor CRM Marketing allows you to track information such as
the time frame of the campaign, products associated with the campaign, response rates for a campaign,
and more.
Adding a Campaign
After you have determined what type of campaign the company plans to use, you can add the information
to Infor CRM.
Our scenario: The company has decided to run a return mail advertisement campaign to all leads and
contacts in the state of Illinois. You need to add the campaign information to Infor CRM. This includes
the campaign targets, stages, and tasks that must be completed during the campaign.
To add a campaign:
1 From the Insert menu, select Campaign.
The Insert Campaign dialog box appears.
2 In the Campaign Name field, specify IL Return Mail Ad Q4 FY2016.
3 In the Description field, specify Return mail advertisement for IL - Fall 2016.
4 In the Objective field, specify Promote PC v7.
In this scenario, the objective of the campaign is to promote the new version of Pocket PC.
5 In the Call to Action field, specify Pre-register and save 10%.
6 In the Lead Source field, click Find, and next to Advertising - General, click Associate.
7 In the Products field, click the ellipsis button, specify Po in the filter box, click the Find button,
select Pocket PC, click Add, and then click OK.
8 In the Status field, select Setup.
9 In the Code field, specify RMAdQ42016.
The code is a unique identifier for this campaign.
10 In the Start Date field, specify or select next Monday’s date.
11 In the End Date field, select a date 3 months in the future.
12 In the Manager field, click Find , select name, and click OK.
13 Click OK.
You can add targets, stages, and tasks using the Insert Campaign dialog box. However, the steps
in the following sections describe how to add these records after the campaign has been added to
Infor CRM.
Adding Targets to a Campaign

When you identify the targets, isolate the contacts, accounts, and/or leads on which to focus the
marketing efforts. Effectively targeting the audience allows you to make the most of the marketing
campaign by spending time and money on a segment of the market most likely to purchase from the
company.
To add targets to a campaign:
1 On the Navigation Bar, click Campaigns.
2 Open the IL Return Mail Ad Q1 FY2016 campaign in the Campaign Detail view.
3 Click the Targets tab.
4 Click Manage List.
5 Use the filters to narrow the list of records.
a Select Accounts (all Contacts).
b Select the State check box, select Starting with in the drop-down box, and then specify IL in
the text box.
6 To find out how many targets meet the filter criteria before searching, click How Many?. After viewing
the number of targets, click OK to close.
7 Click Add Targets to add all the targets in the list and close the dialog box.
The targets appear in the Targets tab grid.
8 Click OK.
Note: When you leave and return to the Targets tab, you may need to click Refresh in order to see
the list of targets.
Adding Campaign Stages

To add a stage to a campaign
2 Click the Stages/Tasks tab.
3 Right-click within the Stages/Tasks tab, and then click Add Stage.
The Add Stage dialog box appears.
4 In the Description field, specify Prepare ad slick.
5 In the Status field, click the ellipsis button and select In Progress.
6 In the Comments field, specify Used in-house ad department. Updated campaign previously
targeted to state of CA.
7 In the Start Date field, select today’s date.
8 In the End Date field, select a date one week from today.
Campaign tasks can help Infor CRM Marketing users manage the campaigns. You can add and
edit task information, or complete a task once it is finished.
Adding Campaign Tasks

To add tasks to a campaign:
1 In the Add Stage dialog box, click Add Task.
2 In the Description field, specify Update CA ad slick from FY2011 Q4 campaign.
3 In the Status field, select Completed from the list.
4 In the % Complete field, specify 100.
5 In the Needed Date field, select yesterday's date.
6 In the Assign to section, select Other Individual.
7 In the Assign To field, specify Advertising Dept - Tom.
8 Click OK.
9 In the Add Stage dialog box, click Add Task.
10 In the Description field, specify Print new ad slick.
11 In the Status field, select In Progress from the list.
12 In the Needed Date, select a date 6 days from today.
13 In the Assign to section, select Other Individual.
14 In the Assign To field, specify Print Vendor.
15 Click OK.
16 Click OK.
Adding Products to a Campaign

Products are the goods and/or services that you are selling in a campaign. You can add products to a
campaign when you add the campaign information to Infor CRM, or you can add or change product
information for an existing campaign.
Our scenario: Management wants to add an additional incentive for the campaign. You need to add
additional products to the direct mail campaign.
To add products to an existing campaign:
2 In the Products field, click the ellipsis button.
3 Click the Add Campaign Product dialog box click the Find button.
4 In the Available Products list, select GoStore 200GB and Kiva Big Mouth Briefcase, click Add,
and then click OK.
Launching a Campaign
When all campaign information has been added to Infor CRM, you are ready to launch the campaign.
Launching the campaign allows Infor CRM to begin tracking information used in reports, budgets, and
so on.
When a campaign is launched, the campaign target contacts and leads are assigned to the first stage
of a campaign and their status is changed to "Launched".
Our scenario: After verifying all the campaign steps and information, you want to launch the campaign.
To launch a campaign:
2 Verify all the information is correct.
3 Click Launch.
4 Review the Launch Summary report.
5 Click Close when finished.
Tracking Campaign Responses

After you launch a campaign, you can begin to track the responses associated with the campaign.
Campaign responses include who responded, the date, the response method, any notes, and so on.
You can track responses during various stages of the campaign. Adding this information correctly helps
your company to identify successful campaigns and stages to aid in refining and running successful
campaigns in the future.
Campaign responses can be added and viewed in the Infor CRM Windows Client.
Our scenario: You need to add a response for a recent campaign. The individual has decided to
purchase from your company.
To add and view campaign responses:
2 Click the Responses tab.
3 Right-click within the Responses tab, and then click Add Response.
4 Select Contact, click the Contact Find button, specify st, click the Find button, select the first name
in the list, and click OK.
5 Click the Response Method ellipsis button and select Phone.
6 In the Comments field, type Responded within 5 days. Qualifies for 10% discount and free
carrying case.
7 Click OK.
Working with Customer Service and
Support
8
This chapter introduces you to the Infor CRM Customer Service and Support features. The Customer
Service and Support features allow designated users to track, qualify, and resolve customer questions
and issues.
In this chapter, you will learn how to:
• Understand and work with contracts
• Add, work in, and close tickets
• Add and close a return
• Add and close a defect
Working with Contracts

Contracts are agreements between accounts and the company to provide support for products sold.
Infor CRM has five general types of contracts that cover support services. In addition, a contract can
cover a specific set of products, or it can be a “blanket” contract that covers all the products, which the
account owns. You can use contracts to verify that support is provided to specific accounts for specific
products.
Understanding Contract Types

The five default contract types are:
Type Description
Days The contract is tracked according to a number of days of services the account has pur-
chased. This value is entered into the Quantity box for the contract. When the contract
type is Days, and as activities are generated for the account, the value in the Remaining
box will not decrement.
Working with Customer Service and Support
Hours The contract is tracked according to a number of hours of services the account has
purchased. This value is entered in the Quantity box for the contract. The total time is
calculated using the Elapsed Hours value for all activities generated for the account. As
activities are generated, the value in the Remaining box decreases to reflect the number
of hours left on the contract
Incidents The contract is tracked according to the number of service calls the account has pur-
chased. This value is entered into the Quantity box for the contract. The total number of
incidents reflects the total number of tickets the account has opened. As tickets are
opened, the value in the Remaining box decreases to reflect the number of incidents left
on the contract.
Value The contract is tracked according to a currency value placed on the services the account
has purchased. This value is entered into the List Price or Contract Amount box for the
contract. When a ticket activity is created against the contract, the activity's Total value
is charged against the contract amount, and the value in the Remaining box decreases
to reflect the value left on the contract.
Perpetual The contract has no limit. The account can open an unlimited number of tickets and ac-
tivities for an unlimited amount of time.
To ensure that the time, number of incidents, or currency value left on a contract is tracked accurately,
you must activate the contract before beginning work on a ticket.
Adding a Contract
Each contract you add must be connected with an account that already exists in Infor CRM. The
following scenario explains how to create a contract for an account.
Our scenario: Tom Dale calls to request a new contract. He wants a one year contract that covers up
to 10 incidents.
To add a contract:
1 Open the Beeker Motors Account Detail view and select the Contracts tab. If the tab is not visible,
click the More Tabs.
2 Right-click in the grid and then click Insert New Contract.
3 Complete the contract information fields.
a Select Active.
b Verify that Dale, Tom is listed in the Contact field. If not, click the Find button and select Tom
Dale from the lookup.
c In the Comments field, specify New 1 year contract for 10 incidents. Qualifies for new
customer discount.
d Click the Service ellipsis button select Classic Care Ultra from the list.
e Click the Contract Type ellipsis button and select Incidents from the list.
f Leave the Start Date as today's date.
g Click Expiration Calendar and select the date one year from today.
h In the Quantity field, specify 10. This specifies that the contract covers 10 incidents in the next
year.
i Specify a purchase order number in the PO Number field.
j In the List Price, specify 500.00.
k In the Discount field, specify 50.00 because he qualifies for a new customer discount.
The Contract Amount is automatically calculated.
4 Click OK.
5 Associate Beeker Motors assets to the contract.
a On the Contract detail view, click the Covered Assets tab. If the tab is not visible, click the More
Tabs tab.
b Right-click in the grid and select Associate Asset.
c In the lookup select NetPrinter Laser Elite, and then click Add Selected.
Working with Tickets

Tickets are records of customer inquiries or complaints. They can contain the information necessary
to report, investigate, and close an inquiry or problem. Before you add a ticket, the account and contact
must exist in Infor CRM.
Adding a Ticket
Our scenario: Tom Dale at Beeker Motors called. He is having a problem with one of their printers and
needs the problem resolved by the end of the week. You need to create a ticket to work on the problem.
To add a ticket:
2 From the Insert menu, select Ticket.
3 In the Insert Ticket view, verify Beeker Motors appears in the Account Name field.
4 If the Insert New Ticket - Account Service Information dialog box is displayed, then select the contact
for the ticket from the list of available contacts. In this case, select Tom Dale.
5 If required, in theContact Name field, click Find, and then select Tom Dale.
6 In the Contract field, click Find, use the Lookup Contract to select the contract you created in the
previous scenario, and then click OK.
7 In the Area field, click Find and in the Area list select Hardware.
Options available for Hardware appear in the Category list.
8 In the Category list, select Printer.
9 In the Issue list, select Power, and then click OK.
10 In the Source field, click the ellipsis button and select Phone from the list.
11 In the Status field, click the ellipsis button and select In Process from the list.
12 Click Urgency Find, click the Find button, select Med-High, and then click OK.
13 In the Needed Date field, use the Calendar to select a date at the end of the week.
14 Verify the Assigned To field lists your name. If required, click Find and select your name from the
list.
15 In the Subject field, specify a short summary of the problem.
16 In the Description field, press Shift+F9, and then specify detailed information for the problem.
17 Under Comments, in the InternalOnly field, press Shift+F9, and then specify additional information
that is important
18 Click OK.
Adding Ticket Activities

Ticket Activities are added through the Ticket Activities tab on the Ticket Detail view. Ticket Activities
enable you to track the time, the types of tasks, and any associated costs involved in resolving a ticket.
Activities are recorded by activity type and charge rate and are used for billing the customer against
their service contracts. You can add your own ticket activities at any time from the Ticket Activities tab.
Our scenario: You told Tom Dale that you will research his problem and call him back. You need to
add a ticket activity for the research time.
To add a ticket activity:
1 Open Tom Dale's ticket.
2 Click the Ticket Activities tab. If the tab is not visible, click the More Tabs tab.
3 Right-click in the tab area, and then click Insert New Activity.
The Insert Ticket Activity view opens.
4 In the Type field, click the ellipsis button and select Research.
5 In the Public Access field, click the ellipsis button and select 1-Customer.
This setting determines whether customers are able to see the ticket activity using Infor CRM
Customer Portal.
6 Verify that the User field displays your name. If not, click Find to locate your name or the name of
the individual who are responsible for completing the activity.
7 Verify that the Start Date field displays the correct start date and time for the activity. If not, click
Calendar to specify the correct date and time.
8 Since you have not yet completed the activity, skip the End Date field. When you complete the
activity, you can use the Calendar to select the date and time you finished working on the activity.
It is very important that you select accurate dates and times in both the Start Date and End Date
boxes because this information is used to calculate the Time Units, Elapsed Hours, Rate, and Total
Labor.
9 (If required) In the Charge Type field, click Find, select No charge, and then click OK.
The charge type is the rate your company charges against the customer’s support contract for the
work you performed.
10 In the Comments field, specify Research printer power issues.
11 Click OK.
Note: For more information see the "Adding and Editing Ticket Activities" topic in the Infor CRM
Windows Client Help.
Punching In and Out of a Ticket

The Punch In and Punch Out function enables you to track the time spent assisting a customer for
each ticket. When you click the Punch In button on a ticket's detail view, Infor CRM begins timing the
activity. When you are finished, you can click Punch Out. Infor CRM stops timing the activity and adds
an activity record to the Ticket Activities tab for the ticket.
Note: When you use the Punch In/Punch Out feature in a ticket, a timed activity is automatically created.
Our scenario: Tom Dale calls with more information on his printer problem. You need to open the ticket
and track the time you spend talking to him and gathering information.
To punch in to and out of a ticket:
1 From the Beeker Motors Account Detail view, click the Tickets tab, and double-click the ticket.
2 Click Punch In.
The button text changes to Punch Out, and Infor CRM begins recording time against the ticket
activity.
3 Click the Ticket Activities tab. If the tab is not visible, click the More Tabs tab
4 Right-click on the Timed activity to edit and then click Open Activity.
5 Specify the information from the conversation with Tom Dale in the Comments.
6 Click OK.
7 When you are finished working on the ticket, click Punch Out to stop tracking time on the ticket.
Closing a Ticket
The stage at which a ticket is closed and the person responsible for closing a ticket depend on your
company’s processes.
Our scenario: You resolved the problem with Tom Dale’s printer and completed all follow-up activities.
Now you want to close the ticket.
To close a ticket:
2 Ensure all ticket information is complete and accurate.
3 In the Status field, click the ellipsis button, and then select Closed.
4 If you are prompted to complete open activities for the ticket, do one of the following actions:
• Click Yes to automatically complete any open activities which belong to you and do not have an
End Date.
• Click No close the ticket, leaving the ticket activity without an End Date.
5 Click the Details tab and update the Resolution.

a Press Shift+F9.
b Specify Printer overheats and turns off due to faulty fan.
6 If you want to submit the resolution information to be accepted into the SpeedSearch indexes, select
the Submit for SpeedSearch check box in the top pane.
7 Click Save.
Working with Returns

Returns are agreements to accept returned products from a customer for service, replacement, refund,
or credit. This may also be referred to as an RMA or Return Materials Authorization.
Adding a Return
Every return must be associated to a ticket. Before you add a return, ensure that the related ticket
exists. If necessary, create the ticket before proceeding.
Our scenario: Tom Dale reported a problem with a printer and sent it in for repairs. After researching
the ticket, you determined that the printer must be replaced.
To add a return:
2 Click the Returns tab. If the tab is not visible, click the More Tabs.
3 Right-click and select Insert New Return.
4 Verify that the Ticket ID, Account, and Contact are correct.
5 In the Reason field, type Printer overheats.
6 In the Customer PO field, type the customer purchase order.
7 Click the Status drop-down arrow and select Return Received.
8 Click the Type drop-down arrow and select Send Replacement.
9 Click the Priority drop-down arrow and select Next Day.
10 In the Expected By field, click the Calendar button, and select this Friday.
11 Click OK.
The Return Detail view opens.
12 Click the Ship To Details tab. If the tab is not visible, click More Tabs.
13 Verify the contact and address information is for Tom Dale at Beeker Motors.
Adding Products and Shipping Details to a Return

You add products to a Return to indicate which product the account is returning, and which is the
replacement product to be shipped to the customer.
Our scenario: You added the return for Tom Dale's ticket and now want to add the product asset that
Tom is returning.
To add an asset to a return:

1 Open the detail view for the return you created for Tom Dale's printer.
2 Click the Return Details tab. If the tab is not visible, click the More Tabs tab.
3 Right-click in the Assets to Return grid, and click Associate Asset.
4 Locate and select the NetPrinter Laser Elite printer using the lookup. In the field specify BMNP,
click the Find, and select BMNPLE0001.
5 Click OK.
To update the shipping contact information:

1 Click the Ship To Details tab. If the tab is not visible, click the More Tabs tab.
2 Verify that Tom Dale is the Contact.
3 Use the Ship Via and Tracking # fields to include additional shipping information.
4 In the Attention field, specify Tom Dale.
5 Verify that the address information is correct.
6 Specify any special shipping instruction in the Special Instructions field.
7 Click Save.
To add the products to be returned and replaced:

1 Right-click in the Assets to Ship grid, and then select Add.
2 In the Insert New Shipped Product dialog box, under Returned Product, click the Product SKU
Find button, select NetPrinter Laser Elite printer, and then click OK.
3 Select Return Existing.
The returned product is automatically added.
4 Click Shipped DateCalendar and select today's date.
5 Click OK.
For more information see the "Using the Return Ship To Details Tab" topic in the Infor CRM Windows
Client Help.
Closing a Return
The stage at which a return is closed and the person responsible for closing the return depend on the
process within your company. As an example, when the product has been returned by the customer
and the replacement product has been shipped, that might be the stage at which you would close a
return.
Our scenario: Now that Tom Dale's replacement printer has been shipped to him, you want to close
the return.
To close a return
1 Open the detail view for the return you created for Tom Dale's printer.
2 In the Status field, click the drop-down arrow, and then select Closed from the list.
3 Click Save.
Working with Defects

A defect is a record describing a problem in a product or process. It is similar to a ticket, but people
involved in the design or construction of the product typically resolve defects. The system tracks defects
so that problems with a product or process can be resolved in a timely manner, and company
management is aware of issues with these products or processes.
Adding a Defect to an Existing Ticket

When you discover a problem in a product or process, you can add a defect to Infor CRM.
Our scenario: After receiving Tom Dale’s printer you discovered that there is a defect with the cooling
fan. You need to enter a defect to track the problem.
To add a defect to an existing ticket:
2 Click the Defects tab. If the tab is not visible, click More Tabs.
3 Right-click in the gird, and click Insert New Defect.
4 Click the Project ellipsis button and select Hardware. Click OK.
5 In the Version Found field, click the ellipsis button, and select 1.
6 In the Target Version, click the ellipsis button, and select 2.
7 In the Current Progress field, click the ellipsis button, and select Customer Return.
8 In the Area box, click the Find button and in the Area list select Hardware.
9 In the Category list, select Printer.
10 In the Issue list, select Power, and then click OK.
11 Leave the Status as Open.
12 In the Source field, click the ellipsis button, and select Parts.
13 In the Type field, click the ellipsis button, and select Power.
14 In the Priority and Severity fields, click the ellipsis button, select the importance and impact of the
issue.
15 In the Frequency field, click the ellipsis button ,and select Weekly.
16 Click the Assigned To Find button , select your name from the list, and then click OK.
17 In the Subject field, specify Printer fan stops and printer overheats.
18 In the Description field, press Shift+F9, and then specify Cooling fan stops which causes the
printer to overheat and turn off during a print job.
19 Click OK.
Closing a Defect
The stage at which a defect is closed and the person responsible for closing the defect depend on the
process within your company.
Our scenario: The problem with the NetPrinter Laser Elite fan has been identified. You are ready to
add a resolution and close the defect.
To close:
1 Open the defect you created for the NetPrinter Laser Elite.
2 In the Fixed in Version field, click the ellipsis button and select an item from the list.
3 In the Status field, click the ellipsis button, and then select Closed. Click OK.
4 In the Resolution field, press Shift+F9 and then specify Fan is too small. Any printers
experiencing this problem should be returned and the fan will be replaced.
5 Click Save.
Using Reporting and Analysis Tools
9
Infor CRM includes reporting and analysis tools that help you identify opportunities and evaluate sales
effectiveness.
The Reports List view provides a list of pre-defined sample reports to enable you to view and analyze
information in the Infor CRM database. You can run reports related to Main views such as Contact,
Account, Opportunity and so on. If you prefer, you can modify the report to accommodate your business
needs. The specific reports available to you are determined by your system administrator.
The Infor CRM Dashboard is a tool set that allows you to display and interact with a variety of
performance and analysis information in a dashboard format. You can use the data provided to gain
insight into organizational and individual performance, discover root causes for performance issues,
and then take the corrective actions or make strategic decisions.
• Run a report
• Create and save a report filter
• Understand the Sales Dashboard
• Adjust Content Set data
• Access Analysis Views and set filters
Using the Reports View

Reports enable you to view information about contacts, accounts, opportunities, tickets, and other
related data.
The Reports view allows you to select from a list of available sample reports and apply filters to narrow
the results. You can only access reports that have been released to you by the system administrator.
Reports can be released to you personally, or to a team that you are a member of. When you view or
print any report, only records you have access to are included in the report.
Our scenario: You want to run a report listing all the interactions you have had with your contacts.
To run a report:
1 On the Navigation Bar, click Reports.
2 From the Select the type of report list, select Contact.

3 In the Select the name of the report list, select Contact Summary - Sample.
4 Next to Show Records that match, click Edit.
5 In the Conditions Match field, select All.
6 In the Match By list select Group, and then in the Table list, select My Contacts.
7 Click the plus sign to add the condition.
8 In the Send the report output to field, select Preview.
9 Click Generate Report.
10 In the Enter Parameter Values dialog box, choose whether you would like to include notes and
whether you would like each contact to display on a separate page.
11 Click OK.
12 In the report preview you can:
• Use the tree view in the left pane to view specific pages in the report.
• Use the arrow buttons to move to the next, previous, first, and last pages.
• Print the report.
• Export the report to a variety of supported file formats.
Note: For more information see the "Filtering Data in Reports" topic in the Infor CRM Windows
Client Help.
Working with the Sales Dashboard

The Sales Dashboard allows you to display and interact with a variety of performance and analysis
tools in a dashboard format. You can use the data in the dashboard to gain insight into organizational
and individual performance—and to discover root causes for performance issues—allowing you to
make strategic decisions or to take corrective actions. From the Sales Dashboard, you can interact
directly with other functions in Infor CRM, such as completing activities and displaying opportunity
views.
Understanding Dashboard Features

The Sales Dashboard is divided into three sections: an activities area, a standard Infor CRM middle
pane (a user defined area), and a tab area.
Activities Area - The activities area offers a view into your Infor CRM activities. This area shows your
schedule for the day, and your timeless and past-due activities. You can right-click on an item to open
the original activity record for editing or review, or to schedule new activities.
Middle Pane - The middle pane (also called the user-defined area) serves as an open view of the
content set you use most often. You can change the content set in this area depending on your specific
needs, or close it to allow for more space to expand the Activities or content set areas.
Content Sets - These are graphs and a grid that give you a simplified view of business performance.
You can change some of the data in content sets, and you can drill to an analysis view from most
content sets.
To display the Sales Dashboard:
• On the Navigation Bar, click Dashboards, and then click Sales Dashboard.
Using the Activities Area

The activities are contains two sections:
• The Today's Schedule section shows your scheduled activities for the current day.
• The My Activities section shows your timeless and past due activities. You can right-click on any
activity to open and act on it, or to create new activities.
Using Content Sets

Content sets display performance data in both graph and grid formats. The emphasis in content sets
is on the 'top five' results for the data displayed.
• The data in the graphs represent the data in the grid. You control the data in the grid by selecting
filter parameters using drop-down menus above the grid. The grid will display the most significant
five results for your filter selections, plus an additional row that summarizes all the data not included
in the top five. A grand total row at the bottom of most grids calculates the results.
• The graphs reflect the grid data, When you adjust the filter parameters, the grid data changes
automatically. The graphs also change to reflect the new gird data.
• The size of the graphs and the grid can be changed by moving their borders.
Changing Content Set Parameters

You can change content set parameters to see how processes and people are performing over time.
You can select different aspects of a business process to examine, as well as select standard or custom
time periods for comparison.
Our scenario: You want to see the top performing account managers for the last 30 days and 90 days.
To view sales performance:
1 On the Navigation Bar, click Dashboards, and then click Sales Dashboard.
2 Click the Sales tab.
The content set opens and displays the grid and graphs associated with the content set.
3 From the List By menu, select Account Manager.

The grid and graphs refresh.
4 In the Period field, select Last 30 Days.
The grid and graphs refresh. Note the Grand Total information at the bottom.
5 In the Period field, select Last 90 Days.
The grid and graphs refresh. Check the Grand Total information at the bottom to see if the information
changed.
Note: For more information see the "Using Contents Sets" topic in the Sales Dashboard Help.
Using Analysis Views

Analysis views display information similar to content sets, but they offer more options for filtering data.
Analysis views are opened by clicking links on content sets.
• Like a content set, the grid is the key to an analysis view. The graphs represent the data in the grids.
You control the data in the grid by using filters. A grand total row at the bottom of most grids calculates
the results.
• You can select individual filter values from a variety of filter groups in order to precisely focus your
search results.
• The size of the graphs and grid can be changed by moving their borders.
• Analysis view grid results can be exported to Microsoft Excel with a single mouse click.
Changing Analysis View Filters

Filtering allows you to focus on specific data. For example, if you select Last 30-days from the Period
field, the database returns results for the last 30 days only. You can further refine your results by drilling
for more information.
Our scenario: You want a detailed look at open opportunities in your company. Specifically you would
like to know how much potential revenue each account manager has in the prospect stage of the
opportunity pipeline.
To open an analysis view:
1 On the Navigation Bar, click Dashboards, and then click Sales Dashboard.
2 Click the Open Opportunities tab.
3 Click the first hyperlink in the Account Manager column.
This opens the Open Opportunities Analysis view window, with the Account Manager filter set to
the parameter you selected from the Open Opportunities content set.
4 Click Filter Options.
The filter pane opens with a list of filter items. Note that the Account Manager filter shows the account
manager you selected in the previous step.
5 Click Clear Filters in the filter options panel on the left side of the analysis view.
With the filter restriction removed, the grid and graphs refresh to display all available data for open
opportunities. List By is still set to Account Manager.
6 In the Value column, click ALL next to the Opportunity Stage filter.
7 Click the ellipsis button in the Value column.
The Add Edit Filter Values dialog box appears.
8 Select 1-Prospect. You can search for values using the scroll bar or by typing in the Find field to
refine your selection
9 When you are finished, click OK.
The sales potential for open opportunities in the prospect stage are listed by account manager in
the grid and graphs.
Note: You can click Filter Options to hide the filter panel, which increases the viewable area for the
grid and graphs in the analysis view.
10 To print the analysis view, from the File menu, select Print Screen.
11 To export the grid data to Microsoft Excel, click Export to Excel.
An Excel workbook opens with all the grid columns and data represented. (Requires Microsoft Excel)
Note:
Only the number of rows displayed in the grid are exported. Use the Show Rows selector to display
additional rows if required.
For more information see the "Selecting Filters in Analysis Views" topic in the Sales Dashboard
Help.
Using Infor CRM Away from the Office
10
When you work outside the office, it is important that you are able to obtain up-to-date sales information
for your company. By using the Infor CRM Remote Client, you can have the tools to keep your information
current with the information at the main office.
In this chapter you will learn to:
• Synchronize your Remote database with the main office database
• Use What's New to track changes to your local database
• Subscribe to accounts
Understanding Synchronization
Synchronization is an exchange of files between remotes and the main office. The following examples
demonstrate the synchronization process.
• A Network user, working on a machine connected to your company's network, makes changes
directly to the main office database.
• A Remote user, working on a machine connected to your company's network, makes changes
directly to the main office database.
• Remote Office users make changes directly to the Remote Office database (as a Network user).
The Remote Office connects to the main office to drop off and retrieve files using the same process
as Remote users.
• Synchronization uses the files delivered by the Remote users and offices to resolve any conflicts,
apply Remote user and office changes to the main office database, and then create files detailing
changes for the Remote users and offices.
Synchronizing with the Main Office Database

To keep your Remote Client database current with the main office, it is important to synchronize
regularly. If you do not synchronize every day or every other day, the databases with shared records
(main office and Remote Clients) soon become out of date. Frequent synchronization also helps reduce
synchronization time since a smaller number of transactions are processed.
Note: Automatic Synchronization allows you to synchronize automatically when you first connect to
the main office, and periodically thereafter while still connected. Automatic sync is enabled by default.
To learn more, see the “Infor CRM Synchronization Client” topic in the Infor CRM Client Help.
To synchronize with the main office database:
1 From the File menu, click Synchronize.
2 On the Automatic Sync tab, select On.
3 In the Sync runs when you first connect and then every fields, set the time you want
synchronization to occur.
4 Click the Sync Options tab.
5 To synchronize using a dial-up connection, select the Connect using RAS option, and then select
your profile in the RAS Profile list. Clear the Connect using RAS check box if your are connecting
via a network connection.
6 Click Sync Now to begin the synchronization process.
7 When the synchronization is complete, click Close.
If errors occur during synchronization, contact your system administrator to resolve them.
Reviewing Synchronization Changes

After synchronizing, you can use What’s New to see the changes that were made to your database.
To view synchronization changes using What's New
• On the Navigation Bar, click What's New, and then click on of the options of the bottom of the
window.
Click To check for

New New accounts, contacts, opportunities, activities, notes, history, and documents.
Updated Accounts, contacts, opportunities, activities, notes, and history you subscribe to that
were changed by other users.
Deleted Accounts, contacts, or opportunities deleted by other users.
Understanding Conflict Resolution

Because records that reside on both the main office database and Remote databases can be inserted
or changed independently, a mechanism is needed to decide which changes are valid. The Conflict
Resolution component of synchronization decides which change wins.
The administrator can identify up to three criteria to determine which user wins when a conflict occurs.
Conflicts are resolved when changes are applied to the Network database, not the Remote database.
Understanding Subscription
You can use subscription to select, or subscribe to, accounts you use on a regular basis and want to
store on your local database. Using subscription minimizes your database size and the time required
to synchronize updated information to the main office database. You and your system administrator
can establish what accounts you need to subscribe to.
• You automatically subscribe to accounts you own as an individual or as a member of a team. You
cannot unsubscribe to these accounts.
• Other Infor CRM users that are added to your security profile (by the system administrator) can
subscribe to the accounts you own as an individual or as a member of a team.
Note: Activity auto-subscription: If a user is assigned to an activity as a member, but the account is
not in his or her database, the user is automatically subscribed to the account. The exception is if the
user does not have access rights; in that case, the user receives notification of the activity, but is not
subscribed to the account.
To subscribe to an account:
1 On the Navigation Bar, click What's New.
2 Click the Accounts tab.
3 Find the account you want to subscribe to, right-click, and select Subscribe.
You will receive updated information for this account during synchronization.
To unsubscribe from an account:

1 On the Navigation Bar, click What's New.
2 Click the Accounts tab.
3 Find the account to which you no longer want to subscribe, right-click, and select Unsubscribe.
You will no longer receive updated information for this account during synchronization.
Note: For more information see the "What is Synchronization?" and "Subscription and Security"
topics in the Infor CRM Windows Client Help.

Getting Started With Infor CRM Windows Client

Uploaded by

Copyright:

Available Formats

Getting Started With Infor CRM Windows Client

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Getting Started With Infor CRM Windows Client

Uploaded by

Copyright:

Available Formats

Getting Started with the

Infor CRM Windows Client

Release: Infor CRM 8.4.x

Chapter 2: Understanding the Infor CRM Windows Client Workspace...................13

Chapter 3: Managing Contacts and Accounts...........................................................21

Chapter 4: Managing Your Sales Activities................................................................29

Chapter 5: Communicating with Contacts and Leads...............................................35

Working with Templates..........................................................................................................................36

Chapter 6: Managing Opportunities for Sales............................................................41

Chapter 7: Managing Leads and Campaigns.............................................................45

Chapter 8: Working with Customer Service and Support.........................................53

Chapter 9: Using Reporting and Analysis Tools........................................................63

Chapter 10: Using Infor CRM Away from the Office..................................................69

Why Use Infor CRM?

About This Guide

Signing in to the Infor CRM Windows Client

Working in the Infor CRM Windows Client

Understanding the Workspace Features

Using List Views

Using Detail Views

Using Split Views

What do you want to do? Topic Name

What do you want to do? Topic Name

Understanding Infor CRM Integration with Microsoft

• Infor CRM Activity Task Pane

• Using Outlook Synchronization allows you to synchronize:

Installing Infor CRM Xbar for Microsoft Outlook

Configuring Outlook Integration

Adding a Contact and an Account

Understanding Account Ownership

6 In the Work Phone field, specify 5551234512.

• In City, State/Prov, Zip/Postal specify Oak Park, IL and 60305

Adding an Account Association

c In the Find field, specify be, and then click Find.

Working with the Library

Requesting Literature for a Contact

Scheduling a Follow-up Activity

Using Activities and Events

Using the Activity Reminder buttons

Completing an Unscheduled Activity

Inviting Others to a Meeting

1 Open Tom Dale’s Contact Detail view.

Using the Calendar

Using the Activities View

All Open To-Dos Events

The following icons provide information about the activity:

The activity is a single occurrence of a recurring activity

The activity has an alarm

Viewing a History of Interactions with an Account

Setting Email Options

7 In the Log to History area, select one of the following options:

Working with Templates

Creating a New Template

Using Mail Merge

Using Outlook Integration

Adding a New Opportunity

1 Open the Beeker Motors' Account Detail view.

4 Add the opportunity products.

Using Opportunity Statistics