• Usability - Updated, Evolving UX (Modern UI)
• Colors and Themes
• List View KPIs
• Account and Contact Images
• Company Logo
• New Dashboard Widgets: Group List and Bubble Chart
• E-mail Attachments and Library Files
• Lookups (Search across phone numbers and e-mail addresses)
• New Log Menu - Create Notes, Completed Meetings, etc.
• Territory Realignment in the Web Client (Administration)
• Mail Merge Word Add-in Improvements
• Ability to Merge Contacts in the Account Contacts tab

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Usability - Modern UI

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Improving readability, modernizing the UI and allowing for more user configuration with themes.

• Less wasted whitespace
• Content called out for better readability
• Labels above content for better localization
• Required data highlighted before saving
• Controls for entering data are visible when hovered over
• Theme able

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• User preferences
• Easily change color schemes
• Icons available on Contacts and Accounts
• New Card view on Contact detail

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List View KPIs

‍Adding valuable metrics to list views

• Large selection
• Configurable
• Side by side metrics
• Trends
• Total, Averages, Ranges, etc.
  

Supported Entities:

• Account
• Opportunity
• Quote
• Sales Order
• Ticket
  
• Contract
• Return

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Account and Contact Images, Company Logo

• Drag and drop to add Account and Contact images
• Simple to add a company logo, replacing the Infor logo in the upper left corner

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New Dashboard Widgets

Group List
A group list widget displays a list of records in a group. For more information, see the Web Client help topic "Working with a Dashboard Group List widget"

Bubble Chart
A bubble chart uses bubbles or circles to show the relationship between 3 or more metrics. For more information, see the Web Client help topic "Working with a Dashboard Bubble Chart widget"

E-mail Attachments and Library Files

• Send via email icon on Attachments tab and the Library, attaches the selected file to an e-mail
  

• The e-mail (.eml) file pops up in the users browser’s download notification area

           - Microsoft Edge - upper right corner

            - Google Chrome - lower left corner

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Lookups (Search across phone and e-mail addresses)

• The Contact/Lead lookups now support searching across all phone numbers and email addresses
  

• One selection for Phone will search all phone fields (Work, Home, Mobile, etc…)
  

• One selection for e-mail will search all the e-mail fields of the contact or lead

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New Log Menu - Complete Meetings, Calls, etc.

• New Log menu to quickly log a phone call, meeting, or to-do as a history item, or create a note
  

• Logging an activity to history from this menu opens the Complete Activity view
  

• Access to this menu must be granted by the administrator

            - Secured action: Toolbar/Log

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Territory Realignment in Web Client (Administration)
There are some differences between the Territory Realignment in the web client and the LAN Administrator:

Web Client

• Record selection using Accounts list view:

            - Groups (all types)

            - List view filters

            - Allows selection of individual records

• Cannot realign Activities and Processes

Administrator

• Record selection based on:

            - Groups, but not ad hoc Groups

            - Owner or Account Manager lookups

• Options to also realign:

            - Activities

            - Processes

Mail Merge Word Add-in Improvements

• ‍‍When output to e-mail there is a new From option to specify the e-mail address from which the merged e-mail will be sent. By default, it is the e-mail address for the logged in user.
• On the Mail Merge Complete dialog:

            - Failed Records section listing records that failed to merge (including a reason for the failure)

            - Create Failed Merge Group button. Creates a Group containing the Contacts or Leads that failed to merge. The Groups is named:             "MM Issues - MM-DD-YY HH.mm"

Additional UI Screen Shots

Want to get to know more about Infor CRM? Reach out to us at support@simplesoft.net

Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton OH surrounding areas. We provide implementation, integration, development and training for Infor CloudSuite CRM (formerly Saleslogix). We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers' businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

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