When performing a merge of contacts in the Infor CRM web client it handles merging a lot of child records off the contact. One area that is not touched is the account product area where a contact is defined. if you are merging a contact associated to an account product, the merged contact remains associated […]
I always forget what this default is supposed to be. here it is: %ALLUSERSPROFILE%\Sage\Scheduling\Tenants
The quickforms in Infor CRM are rather limited in their layout options. Everything is rendered into table rows and cells and sometimes those layouts are not what is needed. You could always make a custom smart part and design away, but for a simple tweak to the placement of a control you can use server […]
Using the power of the job service can open up a lot of tasks within the web client. By executing out of the web context they are a perfect place to run long running processes and because they can be scheduled easily, can allow a lot of cool things to happen. There is not a […]
Running a Crystal Report from a Button with Custom Conditions in the Infor CRM (Saleslogix) Web Client
In a previous post I talked about how to run a report based on the current entity from the click of a button. That code calls the showReport method which requires 3 inputs, the report name and family, the main table to add the condition to, and the ID of that table to restrict down […]
Back in 2009, Ryan wrote about how to determine if a user is in a team. His last code snippet example is no longer valid as those methods now return different object types. His old code was this: The new code should be this:
We recently had a client who ran into issues trying to edit some of their activities in the Infor CRM web client. The same activities could be edited in the Windows client successfully. When attempting to edit the record in the web client the system throws an exception with event log stack trace shown below. […]
I wrote previously about how to adjust the journal table so that dates do not show the UTC values recorded as data changes against a ticket. That previous post was back when the grid was a SLXGrid and control and the code contained an example of how to convert the time based on the server’s […]
How to get to the information telling you who is logged into Infor CRM and how many concurrent licenses are available.
How to add multiple conditions to the Infor CRM web lookup control.
A new setting in the web.config file in 8.2 prevents data from being saved.
The SLXGridView control (the older of the 2 controls available in the Infor CRM web client) inherits from the standard ASP.Net GridView as Ryan detailed. Knowing what this control is we can then identify how to change the column header dynamically. This is normally set during the RowDataBound event, however we can also access this […]
Extending the v8.x Infor CRM (formerly Saleslogix) Entity Model to Allow for Extended Entity Audit Logging
One of the great things about the entity model in the Infor CRM web is the ability to easily set up auditing on changes to fields in an entity. All you need to do is set up a history table and then simply check the entity properties you wish to have audited. One shortcoming that […]
How to extend the Infor CRM (formerly Saleslogix) email control in the web client.
In a previous post, I described how you can sort a grid in the 7.5x level of Infor CRM (formerly Saleslogix). Apparently in 8.1x that method doesn’t work but you can also do the same using Linq. Lets say I am on the Account page and want to sort the contact grid by CreateDate in […]
How to enable word wrapping for IE in the Infor CRM web client
More about standard Infor CRM SQL triggers added in v8.1
The ComboBox control on a quickform renders as an ASP.Net Listbox control. If you want to set the control to disabled, you would think adding a code behind of: control.Enabled=false; Would disable the control. Well you would be wrong. This is due to a change in the ASP.Net v4 runtimes, as described here. Instead what […]
Using the TabWorskpace you can iterate through all the tabs on a page and do something with them, like show or hide them. To do this you need the following code:
As Ryan wrote a long time ago, you can create a module and add it to a page in the Infor CRM web client to show or hide things like menus, or tabs. Problem is that this functionality doesn’t work well starting in 8.1 with update 05 as the modules no longer run as you […]