We are going to look at adding an AM template to an AP invoice align level and see how it flows over to the AM module.
Back then, customer relationship management (CRM) was used to track sales. Not much of this software was actually used to track customer relationships. Today, CRM has grown to fit into its name. It is a tool to assist your business to build stronger customer relationships. “Smart business leaders know that relationships are the business, and CRM software is the tool that allows you to manage, measure, and grow those relationships at scale.” So, how do you pick the right CRM software for your business? While there are many to choose from, it’s important to choose the one that best fits your needs. Sarah Olsen at Business2Community shares advice on how to choose a CRM. The following are a few factors to consider:
- Your customer experience – “Customers are going to come to you from many different channels so you want to have a CRM that is ready and able to handle customer interactions wherever they show up.”
- Your pain points – “What are the pain points or roadblocks that keep you from providing the best experience for your customers? These are the problems you should be trying to solve when choosing a CRM platform.”
- Your existing software – “Your CRM solution needs to be flexible enough that it can be integrated with your existing platforms.”
- Your long-term vision – “When choosing a CRM, you should look for a solution that’s scalable over time.”
- Your workflow – “CRM software can be a powerful workflow engine, surfacing the right customer information at the right time to the right person.”
- Your CRM implementation – “When looking for a cloud-based CRM, you need to evaluate both the product and the implementation process. While on-premise CRM software is an option, it tends to have steeper costs in terms of implementation and ongoing maintenance.”
Here is a simple was to Resolve the notification: “An error has occurred in the script on this page” for expression builder in Lawson Security Administrator (LSA).
In LSA when trying to build a custom rule for a program you may get this error:
Trying to get passed it, it comes up again and doesn’t allow the user build rules for a file or token:
The resolution is pretty simple, go to your C:\Windows\SysWOW64 directory and run the following command:
regsvr32 msxml14.dll
You should get a pop-up confirming this. Login to LSA again and you should be good to go!
Infor Japan K.K., the Japanese subsidiary of Infor, recently announced that Topre Corp, manufacture of a range of automotive components, has selected Infor CloudSuite™ Automotive, Infor’s cloud enterprise resource planning (ERP) solution for the automotive industry. The Infor CloudSuite Automotive is a software-as-a-service (SaaS)-based cloud ERP suite of solutions for the automotive industry. It is delivered on the Amazon Web Services (AWS) platform. Per the press release, Topre will leverage this ERP solution on its core business system for the management of production, sales, purchasing and inventory for its domestic automotive business across seven sites, and will also use the suite for accounting management across its entire domestic operations.
- You may have noticed a tokendef command you no longer need but get an error when trying to delete it.
- Simply go into Lawson Security Administrator (LSA) and open the environment profile. Locate a class already assigned to your user and open it.
- Add the tokendef you’re trying to delete, apply and clear the server cache
- Open tokendef again in Lawson Interface Desktop (LID) under the same user. Locate and select it, press F9 to delete and then save.
- Don’t forget to delete the token in Security
- That’s it!
While many businesses across the nation are closing office doors, many people are going to be experiencing working remotely for the next several weeks. As you get your work-at-home stations set up, be mindful of the following things to keep your personal and company information secure.
- Know your cybersecurity basics – Ensure you have up to date software, a security or anti-virus software installed (MalwareBytes is a popular free program), and use passwords on all your devices and apps.
- Secure your home network – Turn on encryption (WPA2 or WPA3) on your home router. What encryption does is it scrambles information sent over your network so outsiders can’t read it. As a reminder, make sure your router software is up to date.
- Keep an eye on your laptop – this is important even if you’re working at home, live with roommates, or at a shared work space. Never leave your laptop unattended and unlocked. Your pets, kids, family members, roommates – anyone can accidentally mess up your programs if you leave your laptop around.
- Securely store sensitive files – Not everything you bring from work is stored on a laptop. If you have printed sensitive documents, make sure to properly and securely store these documents in locked drawers. Remember, this is sensitive material and although your kids probably don’t understand your work, you must treat your “home office” the same way as your actual office and make sure sensitive company information is secure.
- Dispose of sensitive data securely – You may have a someone properly disposing sensitive documents at your office, but not at home. Make sure to shred anything you throw away that contains work-related information.
- Follow your employer’s security practices – Employers who sent their workers home most likely gave a set of guidelines for the remote work for the next few weeks. Your home is now an extension of your office. So, follow the protocols that your employer has implemented.
To learn more ways to stay on top of cybersecurity, visit the FTC website here
This video shares an easy way to set up customers in AR without having to go through and fill in every field or make a bunch of default codes.
Dutch trailer manufacturer Broshuis recently went live with Infor LN and other production solutions from Infor to better respond to the needs of its customers and to support its new strategy. Per the press release, after using Infor VISUAL enterprise resource planning (ERP) for 20 years, Broshuis was looking for new functionalities, including better and integrated production planning, barcode scanning in the warehouse, more standardized automation and tighter logistics control. Infor was chosen because of its extensive industry-specific functionalities for the factory, and the unique capabilities of its middleware solution, Infor ION. Broshuis now uses a slew of the tech company’s products such as Infor LN, Infor CloudSuite Configure Price Quote (CPQ), Infor ION, Infor Ming.le, and Infor Factory Track.
- If you need to run a batch command in Lawson, first we need to open up Lawson interface desktop (LID).
- Type the tokendef
- For this example we’ll select Environment Form IDs and then select SECURITY category.
- Place your cursor at the top of the Environment Form ID list and press F8 to insert a command
- Type in the command you want here, ours is customcomm
- In Lawson Security Administrator (LSA), go to ENV profile, open a security class you want to assign customcomm command to. Under Environment Security, you should see your new batch command, select and grant all access.
- And we’re done!
Most, if not all, companies compete on the bases of customer experience. This makes customer service a critical function for any business to perform and grow. To differentiate themselves from others, many businesses integrate systems and services to better customer interaction techniques. Customer Relationship Management (CRM) systems are the perfect integrated system for sales teams to keep track of all customer data. Hannah Wren at shares an article on Business2Community on three reasons that support leaders can benefit from a sales CRM.
1. Fosters a collaboration loop between sales and support
“To create a seamless line of communication between sales and support, high performing support teams are closing gaps between systems and software by integrating a sales CRM. With an integrated sales CRM, support can seamlessly redirect tickets to sales, such as when a hot prospect reaches out with a question that is better-suited for the sales rep they’ve been working with, or notify sales when a conversation with an existing customer leads to a sales opportunity.”
2. Improves CSAT (Customer Satisfaction)
“To deliver on customers’ rising expectations, findings show that high performing support teams are integrating a sales tool to glean additional context about a customer or prospect, such as last communication, pipeline status, company information, time of purchase, number of active deals, or deal size.”
3. Improves agent efficiency
“To close gaps between sales and support, integrating your sales tool with your support tool also allows your agents to work more productively and efficiently. They’ll be able to resolve more tickets faster, reducing first-reply time, improving time to resolution, and streamlining first contact resolution.”