When creating a cloud staging instance, it is possible to replace the Infor-provided database with a copy that has been upgraded elsewhere.
In the Infor CRM web client, quick forms render controls inside of a div. The div is where a lot of the visual attributes are, like how a control’s label spans 40% of the overall width. There is no direct way to manipulate this server side since the divs do not contain IDs. Even doing […]
Join us Wednesday, June 21st at 2pm CDT. The sale has been closed, and now it’s time to start the project. How the project is executed can make a favorable impression with your customer, or it can make earning your customer’s business in the future difficult. My guess is that you want to make a […]
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 […]
Take the headache out of managing contracts and positively impact the bottom line. For many organizations contract management is a time consuming, manual process. A common problem that results in manually managing contracts is disorganization – leading to money left on the table, wasted resources, and unsatisfactory product delivery. Best-in-class organizations realize the importance […]
If you had an doubt about how serious Infor is about their CRM product, they have just replaced several legacy partner support systems with Infor CRM. All Infor Channel Partners across all Infor product lines will start using the new system on May 22nd. This represents thousands of users who will be utilizing Infor CRM […]
A new version of Xbar – v1.3.7 – can now be downloaded from the Infor Xtreme portal. With this latest version, field level security rules are now enforced.
Join us May 23rd at 2pm CDT. Streamline the process of managing contracts, proposals, quotes, and sales orders while increasing the timely close of sales. Last month’s webinar took a high-level look at products from the Infor CX Suite. This month, we are going to narrow our focus and dive into Infor Contract Lifecycle Management […]
Launching a dialog in the DialogWorkspace is typically done via server-side code using the DialogService. However, this is also possible to do via client-side code as well. The Sage.Utility script module makes this an easy task using it’s loadDetailsDialog function. The following code will launch a dialog with the SmartPart/Quickform with an ID of “MyContactForm” […]
In the web client there is now a proximity search to find records within a specified distance of one another. There are 2 proximity searches- one for account and one for contacts. This functionality is in 2 custom smart parts both in the ProximitySearch folder: ContactDistanceSearch.ascx AccountDistanceSearch.ascx Searching on the Contact version has a problem […]
When we are assisting clients with an upgrade or new installation of CRM, we are frequently asked what version of SQL should be used.
Update 07 for Infor CRM 8.3 is now available for download from the Infor Xtreme portal. This update is part of Infor’s commitment to deliver updates on a consistent basis so in addition to numerous bug fixes, a couple of new features have been added. Web Client New secured actions for the Job Manager job […]
One of the new features introduced in 8.3.06 is the concept of favorite groups. Previously a user saw all groups that were released to them when they went to a page in the web client. This caused performance problems to load all of these groups when the page was rendered- especially once you got above […]
What topic would interest you? At the beginning of April we hosted a webinar that provided an overview of products from the Infor CX suite that currently, or in the future, will integrate with Infor CRM. While there were a couple products presented that were familiar, many were being presented for the first time. We would […]
When configuring SpeedSearch you typically share the SpeedSearch Directory and all the subdirectories are now shared and available for users.
Recently, I request from Infor CRM a list of Literals that can be used when build queries in the Query Builder.
How to size a control within the tab workspace of the Infor CRM web client to fit the available height of the tab control.
We’ll discuss many Infor CRM add-on products – join us! On Wednesday at 2pm CDT will be recapping the Infor CRM Partner Summit with special guest presenter Ed Heinsius of Infor. The Infor CRM Partner Summit was an invite only affair and we were honored to have the opportunity to attend and discuss Infor’s vision […]
It is possible to use Application Architect to delete these Web Client customizations, resetting the client to it’s original layout.