Prior to 8.3, the ExchangeRate table in the Infor CRM database used the column CurrencyCode as the primary ID of the table. Because of this in the custom Opportunity Smart part OpportunitySnapshot, there was a method to get the exchange rate called GetExchangeRateData that used the GetById method to return the ExchangeRate record based on […]
In the Infor CRM web client, we have gotten asked how to modify the address dialog that comes up when you click the pencil icon on the address control, like on the Account details screen. As usual things are a little more complicated than it seems. The Edit address screen is actually two different things […]
Breaking Campaign Target Logic In older version of the custom smart part LeadSearchAndConvert, there is code in the ConvertLeadToNewAccountAndContact method that converts lead campaign target data into the newly created contact record. In older version this code look like: In 8.3 that Lead business rule no longer exists. Instead there is a new method in […]
If you have an editable grid with a Custom Format Function in a version before 8.3 the function signature looked like this: Now in 8.3, the format function needs to look like this: If you try to use the pre 8.3 code in an 8.3 system the editable grid will not display. Come on Infor.
A lot of customers have asked to have the web client modified from the generic Infor CRM branding to their own company branding. While a lot of this is fairly easy to accomplish by modifying files directly in the VFS, there is one particular file that is a bit hidden. Lets go through the files: […]
With how the quick forms are constructed into asp.net user controls when the web client is deployed, it can be difficult to manipulate the appearance of controls since they exist within unnamed divs and table elements. There are some cases where you can implement custom style attributes to a control to make them appear in […]
We recently ran into an issue when upgrading a customer to 8.3 that I wanted to discuss as it is a potentially big issue that could prevent an upgrade from working correctly, despite no warnings or error messages to alert you. One of the first steps to upgrading is to install the 8.3 VFS project […]
The web client’s editable grid does not resize well when you expand a tab that the grid may exist on. You end up with a lot of white space at the bottom of the grid where you could be showing data from the grid. Unfortunately the architecture of the tab workspace does not offer an […]
Infor CRM Web Client – Running a Report from a Button and Allowing Users to Choose the Output Format
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.