Exporting Infor CRM (Saleslogix) data as a Excel file is a fairly straightforward procedure, but it works differently depending on which data you are looking to export.
Join us as we discuss the future of Infor CRM and the Infor CX Suite. A question we hear often is, “what is Infor’s plan for Infor CRM?” This month we decided to focus our webinar on the most recent Infor CRM and CX Suite roadmap. We will discuss topics such as: • Contextual Widgets […]
I recently have run into a really frustrating behavior of the Currency control in the Infor CRM web client. Running in an 8.3.08 system, the following issues exist out of the box: If you bring up the edit screen for an Opportunity Product, you can see this issue with the Currency control. By default this […]
In order to make global changes to a picklist that apply to all users, you must use the Architect program.
There are times when you need to prompt the user for input in Infor CRM, to ask them some question and have them provide some answer. Often times, I’ve seen a QuickForm used for this, but that is less than ideal. There is a built-in, client-side dialog you can use for this in Infor CRM. […]
During the upgrade to Infor CRM 8.3.08 the upgrade process introduces a duplicate APPID row into the APPIDMAPPING table. This is because the APPIDMAPPING table does not contain a unique constraint on the ID (shame, shame): This results in the inability to manage the SData Sync Configuration. You will also see similar errors popping up […]
In the Attachment List’s client side code there were breaking changes to the code from version 8.1x to 8.3x, some of the highlights of this include: The date time columns in the grid are defined with a type attribute of “colDateTime” colDateTime in 8.1 was declared as ‘Sage/UI/Columns/DateTime’ colDateTime in 8.3 is now declared as […]
Xbar has the ability to sync contacts, appointments, and tasks between Outlook and Infor CRM (Saleslogix).
Adding a Call Step to a nurture campaign enables marketing to schedule a phone call for your sales people. The Infor CRM call activity itself can be assigned to the Lead or Contact Account Manager or another designated user. If the call is part of a multi-step campaign, the campaign will not continue until the […]
There are times when you need to prompt the user in Infor CRM, to ask them some question to find out how to proceed – such as “would you like to do this or that?”. Often times, I’ve seen a QuickForm used for this, but that is less than ideal. There is a built-in, client-side […]
When you are opening an InforCRM application before the login screen loads you see the Error "IsBrandingEnabled"
I thought I would show a way you can check to see if a user is in a specific Team or Department. While there are other ways of accomplishing this also, this is a pretty easy way to check. This may not be the most efficient way of doing it, especially if your teams and […]
It’s a good practice when customizing the Infor CRM (Saleslogix) Web client to always be aware of how your customizations will impact performance. A good way to make sure that the client performs quickly is to offset work to the client, instead of always using server-side code. Using the SData API in the web client […]
There might be times when you need to set an entity property value by the property name as a string at runtime. Sure, you could use reflection for this and use the PropertyInfo class, but there is a built-in way that is much easier to use. All entities implement the IDynamicEntity interface, which provides this […]
When establishing a test environment for Infor CRM (Saleslogix), if synchronization is used, steps need to be taken to make sure the test serer does not try to write sync files to the same folder the production server is using.
The Numeric control used in QuickForms in the Infor CRM Web client is rendered as a Dojo Dijit at runtime. The properties editor in Application Architect does expose a few properties you can set to change how the numeric value is formatted, such as decimal places, etc. However, it doesn’t allow you to specify a […]
The Infor CRM implementation of a checkbox does not use a standard ASP.Net CheckBox control. Instead it uses its own control implementation that inherits from the CheckBox control. One of the things that I struggled with recently was how to both change the text showing with the CheckBox as well as change the color of […]
Infor has released the LinkedIn Sales Navigator integration software which is available for immediate download on the Infor Xtreme portal. There are 2 versions of the installation bundle, one for 8.3.07 and later and one for 8.3.01 to 8.3.06. Both the Infor CRM Cloud and On-premise installations are supported. Earlier versions of Infor CRM are […]
When a postback occurs in Infor CRM (Saleslogix), there is a small circular loading icon that appears in the top, title/menu area of Infor CRM. However, for long postbacks, it doesn’t prevent users from still clicking or changing things during this postback. If the user does this, when the postback returns, things they might have […]