If you are building a group based on a date and using => for the date condition we are seeing issues on selecting the beginning date
In the new Office Profile setting that is introduced in version 8.3.6 there is a groups tab. Under that tab is a setting “Specify the maximum number of groups users can display”. If this is set to zero it is supposed to display all groups but times out on the group load. Setting this to […]
When configuring SpeedSearch you typically share the SpeedSearch Directory and all the subdirectories are now shared and available for users.
There will be times when the SpeedSearch Server is on an application server in the company domain and the web host is out in the DMZ
after rebooting the connection failed with the message "Unable to connect to server".
After adding a custom bundle to Infor CRM (formerly Saleslogix) in the Application Architect two users were missing the Edit Option on a Manage Mail Options Form that was not affected by the new custom bundle, and one other user still had the Edit Option on the form. So the first thing we checked is the user's roles
When you hit the test link it should test with the "The feed tested successfully" message. However, if it does not and does not change the Saleslogix Feed and instead returns Error 500 then you will need to modify the ENDPOINTURL in SQL Management Studio.
After installing Xbar 1.3, Outlook 2010 did not have the Record to History icons in the toolbar ribbon. In Outlook, go to File, Options, Add-Ins and you will see Infor CRM Outlook Connecter listed in the Disabled Add-Ins.
We had not seen this error in the InforCRM Customer Portal until recently, and the befuddling aspect was the SLXClient attachment upload worked perfectly. The Application Architect setup was checked and IIS was setup and running with the WebDll user running the CustomerPortal application and web pool.
If users are not seeing the SLX Desktop Integration in Outlook after installing SLX Desktop Integration there are two troubleshooting steps that will need to be performed
In the unusual circumstance where you as the INFORCRM admin need to grant access to the Application Architect
Update - Chrome has released a new version Version 51.0.2704.84 m that corrects the pages will not load and hang on a spinning wheel issues.
The Lead conversion to a contact will fail if you are not filling in the entire address for the lead. There won't be any message telling the user that the address is insufficient just a failure
If this is a constant issue in the Event viewer "ERROR Sage.SalesLogix.Web.SLXMembershipProvider - No error message available, result code: E_FAIL(0x80004005)." It may be due
As an InforCRM Administrator, you may want to disable Outlook Sync for contacts.
Start by determining if this is a click-to-run Office 2013 install
I thought I had seen all the issues affecting the datalink but this was a new one. We could not login to the Administrator or Application Architect
If the Speedsearch Server is returning an error "Unable to locate the SpeedSearch Directory" and the path the system returns is \server\SaleslogixSpeedsearch
If you started with an earlier version of SalesLogix Mobile, let's say version 7.5.4, and customized the mobile platform at level 1.2 you may find the mobile client no longer runs and the existing custom screens don't allow you to upgrade to version 3.0.4. You have two options here - have someone recreate the custom screens for version 3.0.4 or remove the customized screens and start over with a basic mobile v3.0.4.
We have see an issue with SalesLogix v8.0 and v8.1 web clients where randomly all users are bounced due to an IIS service Issue. After looking into the SalesLogix logs we found the "authentication token is invalid" error repeatedly. While this error usually is indicative of a bad logon attempt in this case it was a by product of the IIS service dropping. At this time McAfee does not have a hot fix so SalesLogix Web admins should run the...