Previously we covered how to setup the various user defaults so that your work can be performed consistently and you are more efficient in looking up information using Infor CRM.
Today we are covering the next key areas that can improve you effectiveness in using CRM - groups.
Groups- segmenting all types of information into intelligent bit-size, digestible pieces of information.
What are Groups:
Groups are collections of records which can help manage your workflow in more manageable ways. You can use groups to work with a subset of records, select data to print on reports, and to send mailing, e-mails and faxes using Mail Merge feature. A record can be in more than one group. Additionally you can export group records to Excel and share your groups with other users.
This post first appeared on Business Success With CRM, CRM Consultant & Implem, please read the originial post: here