If you are using a current or recent past version of Infor CRM (Saleslogix), the way to transfer data between CRM and Outlook is the Xbar application.
In Infor CRM Web (Saleslogix), when a user navigates to a page, there might be times when you want to draw attention to a particular tab. There are some options for specifying the active/displayed tab on the page. Let’s take a look at some of the options. Specifying the Active Tab in the URL You […]
My colleague, Kris, recently posted an article about using a custom CSS file to fix Misaligned Toolbar buttons in InforCRM web client dialogs. There is an additional step needed in order for InforCRM. In the core.master file located in the Model/Portal/SlxClient/SupportFiles/Masters folder, the following line needs to be added after line 305 in that file
Revealing re-engineered architecture and interface. Vineyardsoft, the creator of KnowledgeSync (an Infor CRM add-on product), announced much anticipated changes to the KnowledgeSync architecture and user interface coming with the release of v10, as well as a new needs assessment tool to help determine if KnowledgeSync is right for your organization. Check out the full announcement […]
If the install file is not in the correct path, the button to install Xbar will not work.
If a user has too many unsuccessful attempts to log in to Infor CRM (Saleslogix), their account will be locked. The user may be unlocked as follows:
So what’s new and what’s been fixed? We learned this morning that Update 08 for Infor CRM (Saleslogix) v8.3 has been released. While we haven’t started digging into this update, we wanted to make sure that you were aware of it’s availability. I’ve included the complete list of features and fixes for you to review: […]
Expected release the summer 2017. Have you heard? Infor has been working to create an integration to LinkedIn’s Sales Navigator, and you should be able to get your hands on it before the summer is over. The integration between Sales Navigator and Infor CRM will increase the ability for sales professionals to “…get introduced through […]
Don’t miss this webinar! Educated guesses are alright, data science is better. Way better. Earlier in the year when we held a webinar to discuss the different products from the Infor Customer Experience Suite that integrate with Infor CRM. This month we’re excited to present a product from the CX Suite that will help you […]
In Infor CRM (Saleslogix), it is possible to retire a user using the Admin program. This frees up the user's license, and suspends the user from logging in to CRM, but preserves their history in the system.
When you replace the production database on an Infor CRM (Saleslogix) Cloud instance, you must take steps to make sure the restored database can be backed up by Infor’s automated backup process.
How to align the toolbar icons that show in a dialog workspace in the Infor CRM web client.
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
We’re excited to share some news we recently received news from InboxGuru for Infor CRM (Saleslogix). On June 24th, many cool features were released and we hope that some (or all!) of them will prove valuable in your marketing efforts: Personal Lists – Custom Fields Personal Lists – Segmentations Nurture Campaigns – Send to more […]
When you run a report in the Infor CRM Web client, the request it passed to the job server, which runs the report and saves it as a PDF. This PDF is saved in the attachment folder defined for CRM and it also creates a record in the attachment table. This information can be used […]
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 […]