Recently I had a user ask if they could bind an attachment to a specific Activity within Infor CRM??
There is a tool within Infor CRM to align Accounts to different Account Owners. It is called Territory Realignment.
There is a tool in Infor CRM to globally replace data in Contact/Account Fields.
But, I cannot find a way to update Lead ownership within Infor CRM. How is this accomplished in the interface?
I had an Administrator ask me for the steps they needed to take in order to remove a user from the Infor CRM system.
Recently an Infor CRM administrator contacted me in regards to many of their textboxes for Notes in the Infor Client.
The issue was that when typing in the Notes fields, the text would continue on and on in one straight line, rather then wrapping to the next line.
They want to know if there was a way to wrap that text?
Question:How do I make sure my Base Directory is set correctly on Infor CRM ?
Recently I had a customer that had created a backup of their LIVE database and restore it for testing purposes.
When they restored the database and deployed, they did not check the base directory settings for the Slxclient in the IIS settings.
It was still pointing to the LIVE database server and deployed to the server.
All changes made to the database by users were then being captured to the test database.
I had a user ask how to fix a corrupt picklist.
The picklist did not show any values when trying to edit the picklist values in the Administrator section of the Web Client .
You are able to add a new entry and it shows up in the picklist, but the existing values are not there.
I had a user ask me what is the best way to figure out database statistics:
1. How many records are in my database?
2. What is the version of Infor CRM that I am running?
3. What Licenses do I own for Infro CRM?
This week I received a question about a particular picklist. One of the picklist items, when chosen, would not show up in the field. If another item was chosen with it, the other item would show up, but if you went back into the picklist, the first was not checked. It was doing strange things and would not stick in the field.
When I run a Summary Report in Infor CRM to get a count of Licenses, it shows me my active user count. Is that the number of Licenses that I own??
I had a question from a user the other day about a Boolean field they had created and added to a screen.
After creating the field and building and deploying they were getting an error in the Infor CRM web client.
The error was referencing the Boolean field not being the correct field type.
I had a user ask why they could not access a Salelogix opportunity when they clicked the hyperlink from the Account Opportunity Tab.
It would flash to the Detail View and then go blank.
Is it possible to set a parameter for file attachment size and timeout in Salelogix?
If so, where is that setting located?
How can I default the formatting of columns in my Saleslogix groups?
Recently, I had a customer that wanted to get a list of Account Assets and the Contact associated with them.
They wanted to know how to build the group.
How can I add, edit or delete Activities for another user in Saleslogix??
Is it possible to add or remove Saleslogix filters from the List view in Accounts?
How can I make a Global Join stick in the Saleslogix Web Client?
Currently, when I create a global join, it does not show up in the Query Builder.
Today I had a Administrator ask me how they could get a count of all of their groups in SalesLogix. They were doing maintenance and deleting many old groups in the system, which should be done frequently. The following script can be run in the Sql server management studio to show you a count all all groups in Saleslogix:
I have a user that is locked out of their account and unable to log into Salelogix. I know the user is active, how can I unlock the user?
I have a new License number to add 10 users and I am running the Web version of SalesLogix version 8.0. Where do I add the new License number?