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Vince

Since July, 2024 Silver Partner

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Vince

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Exporting Customer Defined Fields from M3 | Part 2
Monday, March 24th, 2025
Group: Vince
Monday, March 24th, 2025
Group: Vince

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Elaine Stewart Vince
Announcement
BC:
Missed the CUGEX session at MUGA? Not a problem!

We had a great time at Myrtle Beach exploring how CUGEX and Customer Defined Fields (CDFs) are important for companies that have specific data needs not addressed by standard fields in Infor M3.

If you weren’t able to join, or if you want a refresher, we’ve uploaded three training videos for you!

📌 Watch the sessions here: Read more... https://m3uga.workoutloud.com/Group/vince/Videos

These videos cover:

✅ Part 1: CUGEX in Infor M3 tutorial showing how to create Customer Defined Fields (CDFs) and add the fields to a panel without modifying core M3.

✅ Part 2: How to export the Customer Defined Fields from M3 using Vince Excel.

✅ Part 3: How to update the Customer Defined Fields in M3 using Vince Excel.

Check them out and let us know your thoughts! If you have any questions or want to dive deeper, we’re happy to chat.

#InforM3 #CUGEX #MUGA #ERP #ExcelIntegration #DataMaintenance

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Group: Vince
Loring Kaveney Vince
Announcement
BC:
Watch Video: M3CE Feature Tracking Made Easy: Stay Ahead of Monthly Updates

Keeping up with Infor M3 monthly feature releases can be a challenge.

Join our webinar to discover a streamlined approach using Vince, that makes managing M3 updates easy. You’ll learn how to:

✅ Utilize M3 fields to track responsibility and testing status

✅ Pull everything into Excel for easy updates and visibility

✅ Automate email notifications  Read more...to keep business owners informed and engaged

With a major update coming in April, now is the time to get ahead!

https://youtu.be/-6PeUE05wiI?si=Xyudjp21_hf-BcDB Show less...
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Group: Vince
Loring Kaveney Vince
Announcement
BC:
[Watch Video] Encore- Free up IT Resources and Empower Business Users

Seamlessly Access and Update Infor M3 Data with Vince’s Powerful Excel Add-in

- Mass Data Updates
- Data Validation
- Data Clean Up
- Automated Data Import/Export
- Data Permissions

Presenters: Scott Slusher and Elaine Stewart
https://www.youtube.com/watch?v=Ey7Br5HkdI0
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Group: Vince

About Vince

Vince – Streamline Your M3 Experience, From Implementation to Beyond

Vince provides a user-friendly Excel add-in to make your Infor M3 experience smoother and more efficient, whether you’re just kicking off your implementation or already live and ready to optimize. We’re all about improving user adoption, boosting productivity, and keeping data accurate by making M3 processes efficient and intuitive.

If you’re starting an M3 implementation, Vince helps you set up user-friendly workflows for a smoother go-live, cutting down training time and speeding up adoption. For those already live, our solutions empower you to streamline daily operations, handle data maintenance seamlessly, and help you continuously improve to get the most out of your ERP.

From simplifying order entry to automating tasks and maintaining master data, Vince is your partner for a seamless M3 experience that saves time, boosts user satisfaction, and drives cost savings – all from the comfort of Excel.

Proudly serving 200+ Infor M3 customers worldwide.

Visit https://vincesoftware.com to learn more.

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