Have you been waiting for these fixes? Update 09 for Infor CRM (Saleslogix) v8.3 is all about fixes. Literally. This update contains no new features and instead addresses a host of issues that Business Partners and customers have reported to Infor. Below are the PDF’s that list the fixes you will find in this update. […]
In the Infor CRM web client, each user can define for each Entity level what the default group is, as well as the group used in the Lookups. This is normally set by each user from within the web client under the Tools…Options menu item, and then accessing the Groups tab. If you want to […]
There are simple SQL statements that can be used to delete or change a single piece of data in Infor CRM (Saleslogix).
In a previous post, I mentioned how shifting your code from server-side code to client-side can improve the performance of the client and improve the end user experience. This post will provide a list of some helpful client-side functions available to make that transition easier and more productive. Navigate to the Entity Page Detail for […]
Changing the Regarding Picklist on the Activity Dialog from a Single-Select to a Multi-Select Picklist in Infor CRM
We recently had a customer who wanted to find out if there were any references to another SQL database within the SQL views and procedures that had been developed within their Infor CRM database. There is a way to do this by using the sql_modules. Objects of type Store Procedures, Replication Filter, View, Trigger, Scalar […]
If you’re doing some sort of operation where you’d like to display progress to the user, you can use the showProgessBar function in Sage.UI.Dialogs. You’ve likely seen this progress dialog before, such as when you’ve run a report in CRM. You can use that same dialog for your needs as well. There’s two ways to […]
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 […]