After adding a custom bundle to Infor CRM (formerly Saleslogix) in the Application Architect two users were missing the Edit Option on a Manage Mail Options Form that was not affected by the new custom bundle, and one other user still had the Edit Option on the form. So the first thing we checked is the user's roles
In order to delete unused templates from the Write menu, it is necessary to delete these items in the Windows registry.
When you hit the test link it should test with the "The feed tested successfully" message. However, if it does not and does not change the Saleslogix Feed and instead returns Error 500 then you will need to modify the ENDPOINTURL in SQL Management Studio.
Domain Group Policy can overwrite the ability of some Infor CRM components to log on as a service.
After installing Xbar 1.3, Outlook 2010 did not have the Record to History icons in the toolbar ribbon. In Outlook, go to File, Options, Add-Ins and you will see Infor CRM Outlook Connecter listed in the Disabled Add-Ins.
When attempting to delete and attachment using the Infor CRM 8.2 Web Client, you may get an error that the "requested value 'Modified' was not found." This occurs when values for RemoteAttachments.Status in the underlying database are not correct.
We had not seen this error in the InforCRM Customer Portal until recently, and the befuddling aspect was the SLXClient attachment upload worked perfectly. The Application Architect setup was checked and IIS was setup and running with the WebDll user running the CustomerPortal application and web pool.
We were recently contacted by a client who had a user unable to log in to the Infor CRM web client. The user was logging in with Chrome on a Microsoft Surface tablet device. As it turns out, the Infor CRM 8.1 web client is not compatible with Chrome’s touch screen drivers.
If users are not seeing the SLX Desktop Integration in Outlook after installing SLX Desktop Integration there are two troubleshooting steps that will need to be performed
Unable to Run jobs in the Job Manager
In the unusual circumstance where you as the INFORCRM admin need to grant access to the Application Architect
Update - Chrome has released a new version Version 51.0.2704.84 m that corrects the pages will not load and hang on a spinning wheel issues.
The Lead conversion to a contact will fail if you are not filling in the entire address for the lead. There won't be any message telling the user that the address is insufficient just a failure
If this is a constant issue in the Event viewer "ERROR Sage.SalesLogix.Web.SLXMembershipProvider - No error message available, result code: E_FAIL(0x80004005)." It may be due
As an InforCRM Administrator, you may want to disable Outlook Sync for contacts.
Start by determining if this is a click-to-run Office 2013 install
I thought I had seen all the issues affecting the datalink but this was a new one. We could not login to the Administrator or Application Architect
If the Speedsearch Server is returning an error "Unable to locate the SpeedSearch Directory" and the path the system returns is \server\SaleslogixSpeedsearch
If you started with an earlier version of SalesLogix Mobile, let's say version 7.5.4, and customized the mobile platform at level 1.2 you may find the mobile client no longer runs and the existing custom screens don't allow you to upgrade to version 3.0.4. You have two options here - have someone recreate the custom screens for version 3.0.4 or remove the customized screens and start over with a basic mobile v3.0.4.
We have see an issue with SalesLogix v8.0 and v8.1 web clients where randomly all users are bounced due to an IIS service Issue. After looking into the SalesLogix logs we found the "authentication token is invalid" error repeatedly. While this error usually is indicative of a bad logon attempt in this case it was a by product of the IIS service dropping. At this time McAfee does not have a hot fix so SalesLogix Web admins should run the...