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Speed up Searching using Welcome Infor Xbar Search

Tags: email xbar infor

Living in Outlook and being productive with CRM

Let's face it a large amount of your time and your associates is still spent in Outlook. Wouldn't it be helpful if you could turn this unstructured Email information into defined tasks, opportunities, accounts, new contacts, and more?  Likewise, you have some new information from the email such as a mobile phone number or contact's title.

Wouldn't it be sweet if you can easily take that information and update the contact directly and quickly - without opening up and finding the contact in your CRM?  These actions and much more has been possible using the free Infor CRM Xbar.

Getting started

In Microsoft Outlook, click an email. A Member card for everyone listed on that email appears in the Xbar pane. A member is anyone in the To, From, or CC fields in a Microsoft Outlook email. If a member is not already in the Infor CRM database as a User, Contact, or Lead, only their name and email address appear in the card.

Starting with Welcome

Using the  Welcome main menu icon you have access to several Infor Xbar system wide options:

Global Search is used to define what main tables/entities are searched. By default, a global search is for accounts, leads and contacts.

To perform a global search, enter the text you are looking for and press the magnifying glass icon to show the results: Click on a found item's arrow to show more details or double click on the name to show the full view in Xbar.

This post first appeared on Business Success With CRM, CRM Consultant & Implem, please read the originial post: here

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Speed up Searching using Welcome Infor Xbar Search


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