What’s New in the Latest Release of Infor CRM

• New Mail Merge feature is supported in all supported browsers. For more information, see Mail Merge.

• • Mail Merge is available from the Web Client Compose menu and task pane of supported list and detail views.
  • Ability to perform a mail merge with contacts, leads, and contacts associated with sales orders, quotes, contracts, returns, and tickets in addition to accounts and opportunities.
  • The Infor CRM Mail Merge for Microsoft Word add-in makes Mail Merge available in Microsoft Word.
  • Ability to fulfill literature requests in all supported browsers.
  • Ability to complete mail merge steps in a sales process in all supported browsers.
• When scheduling or editing an activity, you can view limited details of an associated record by hovering over a record in the Associations section. For more information, see Scheduling an Activity.

• The new Dashboards feature provides all new configurable widgets including new funnel, gauge, and donut charts, and the ability to add multiple data sources for some chart types. See Working with Dashboards, Dashboard Widgets and Working with Dashboard data sources
• CRM Workflow

• • New review and approval process includes:
    • Individual or group approval processes
    • Configurable approval criteria
    • Escalation support
  • An updated template editor with the following enhancements:
    • Token selection has transitioned to the standard @ mention user interface
    • Expanded constant tokens include: $Link_ApprovalForm, $Link_DetailForm, $EntityType, and $ApprovalStatus
  • Department, team, Infor CRM SLX User, and email related properties are now supported as valid notification address selections
  • The Step condition editor now includes support for related data content and the new expanded constant tokens
• For administrators
  • The ability to expose entities for Dashboards from the Entity Manager. See Exposing an Entity for Dashboards
  • In the Application Architect, customizations are now being stored separately from core files, entities, and entity properties. This includes changes made in the Web Client Entity Manager, Form Manager and Group Manager. For more information see the Application Architect help topic “Working with Customizations”.
  • Optional optimized Back Office Extension inbound handler
    • Processes pending BODs in a prioritized Last-in-First-out (LIFO) sequence once

the IOBOX database has been updated with the new

SqlServer_CreateInboxLifoIndexes.sql script

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About TimeLinx
TimeLinx delivers innovative project & service management software as a complete solution that perfects the sell-track-manage-support-bill cycle that services organizations must have to delight their customers; TimeLinx brings the cycle together in a single application that offers less frustration, better project management, complete reporting, and improved profitability – all specially designed for Infor and Sage.