Infor has just released a new version of Sync For Exchange and it can be downloaded from the xtreme portal. This new version brings compatibility with Infor CRM 8.3.09 and 8.4. With Sync for Exchange, Infor CRM is directly connected to Microsoft Exchange server either hosted (Office 365) or on-premise version 2010 or above. I […]
After installing Infor CRM 8.4 I noticed that the online help stopped working and generated a browser error. Infor is aware of this and published an article with instructions to correct this. KB 1962133 “The name of the Infor server that hosts Infor CRM Online help has changed. This will cause a 404 error when […]
Groups can be a useful way to allow the user to build conditions to limit the records to perform some action on. Recently, we designed a job that would work on a set of records and we allow the users to define the list of records by adding conditions to a group. The job would […]
Something that is nice about the Application Architect is that it is customizable in a similar way to how you customize the Infor CRM web client itself. An example of this is in my Git Extensions for Application Architect project. One useful place that you can extend with your own code is the deployment process. […]
We recently had a customer report an issue to us that when adding products to a Quote in the Infor CRM web client, that the subtotal values do not take into account products where the price has been set to a negative amount. If is possible to set the Adjusted Price of a Quote line […]
Infor changes their tune. At the end of December we let you know about a change to Infor’s free staging days for Infor CRM Cloud customers, namely that they would no longer be free. Seems they’ve backtracked a bit (probably because having access to a staging server is crucial for Cloud customers, especially when upgrading […]
Infor has released version 8.4 which has been posted on the Xtreme portal. This is a full iso image rather then a patch. Stay tuned for more information as we get this new software up and running.
What you need to know. Many of you have probably heard of Spectre and Meltdown, two major computer chip security flaws discovered in recent weeks. These flaws make everything from desktops to smart phones to internet servers to cloud computing environments that use Intel chips (such as Amazon Web Services) vulnerable to attack. This has […]
Yesterday, Kris posted about a new issue in 8.309 regarding URL controls. To check for this condition, I put together a quick SQL function that can be used to check url values to see if they would be affected by this bug.
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QR codes can be useful and you might find a need for generating them inside of Infor CRM (Saleslogix). A QR code can represent a lot of different things, but in this article we will be creating QR codes that contain the URL to a record in the CRM web client (the value stored in […]
When a user runs a report in Infor CRM, it starts a report job on the server. While this is happening, the user will see a progress dialog. When it is complete, the progress dialog changes to display the text “The job has completed successfully” and presents a link for the user to download the […]
Starting in version 8.3.06 the import lead wizard no longer functions in the Infor CRM web client. This is normally accessed from the Tools IMport Leads menu. When you select this menu you will get a message similar to: “We’re sorry, you’ve encountered an error. If applicable, please try again” If you look in the […]
If you’re using SData to create Opportunity records, you’ll likely need to also start sales processes for those opportunities as well. Sales processes in Infor CRM (SalesLogix) is a mess with all the XML etc. Luckily, there’s an out of the box business rule we can use that does all the messy stuff for us. […]
Long story short, you can no longer accrue free staging days. We just received an email from Infor Communities that effective December 31st, 2017 that Infor CRM Cloud customers can no longer accrue free staging days: “Policy Change for Staging Days As of Dec 31, 2017, there will no longer be “free” Staging Days per […]
The Attachments tab lets you upload documents for an entity to be stored on the server, and allows a user to later download the documents to their own computers.
If you’re using a build server for continuous integration & deployment, you’ll be happy to know you can automate the build & deployment process for Infor CRM using command-line tools. Even if you’re not using a build server and would like to create some automated way to build & deploy, you’ll find these tools useful. […]
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To get the address defined for the primary company in the Infor CRM web client you can utilize a BusinessRuleHelp method called GetPrimaryServerBranchOptions. From this method you can then get the AddressID property of the BranchOptions object that is returned, and from there get the IAddress object.