Utilities for InforCRM
The following are available to selected parties – contact us to obtain them. All utilities are written in active forms/scripts and work with version 7.2/7.5 or greater.
Description (Fee for Usage)
Automatic Email Insertion
This utility will automatically create history records (including attachments) for all emails sent and received from customers and prospects. This can replace the SendSLX facility and ensures that all communications are stored in SLX for customers & prospects.
Email Confidence Checker
This utility can examine your database and establish the validity of email addresses. The utility has various levels of checking and is fully configurable. The utility will work on all major databases including InforCRM, Microsoft Dynamics, Sage CRM plus others. See the product page for further information. This utility is free to those customers who take out a new Concep contract from 1st April 2009.
Telephone Preference Services
Scan your InforCRM database for TPS entries — and stay within the law! Highly visual feedback and superquick with ADO/MS Access.
|The following are available to those customers who have a valid Maintenance and Support Contract with us. Please contact us if you would like further information on availability in your area.
Import Word Documents/Templates
New! Use this utility to take a standard Word document and import it into Infor CRM. Very useful if you’ve created the document directly in Word and handles most formatting without copy/paste.
Infor CRM Sync Report
Automatically receive an emailed report of how your users are synchronising, time estimates and download times.
Bring InforCRM associations “alive” by displaying them hierarchically or via the MindManager™ plugin. You can also create multiple Contact -> Account associations e.g. Peter Smith is a Director of one company, and a non-exec Director of another.
Sage Line 50 to Infor CRM Link
The ability to load in data from Sage L50 back into Infor CRM for visibility/analysis. This version was re-written to support batch mode and is a much faster operation – reducing the processing from hours down to, on average, 15 seconds. This is using a S/L and P/L with some 3,000 Customers & Suppliers and 30,000 Item transactions within Sage.
Use this multi-purpose utility to scan and update any table/column within the Infor CRM database.
Scan and report on duplicates held in the Infor CRM system – and create a new group of those duplicates quickly and easily!
This utility enables you to populate the Infor CRM system with Notes-History items by using groups.
Log who is logging on and off Infor CRM, record their network properties and Infor CRM version.
We can remotely control your machine as required. When requested by a support representative, please click the link below to initiate the connection.
Urgent Issues (*NEW* 14/12/2021)
Support: +44 (0)345 136 8449