Infor CRM (Saleslogix)

Infor CRM Xbar FAQ

Frequently Asked Questions for the Infor CRM Xbar Outlook integration. Everything you ever wanted to know about Xbar.

Infor CRM Unicode Whitepaper

The Infor CRM Unicode Whitepaper outlines how to enable and use unicode in Infor CRM (Saleslogix). Topics include: What is Unicode Understanding Unicode in Saleslogix Enabling Unicode Adding Unicode Fields to Tables Converting a Field to Unicode Troubleshooting and...

Infor CRM (Saleslogix) 8.3 Compatibility Matrix

This compatibility matrix shows all supported applications & application versions for Infor CRM 8.3. This compatibility guide is for version 8.3 only and is in the form of a spreadsheet matrix. Updated April 20,...

An Introduction to Job Server and Creating Jobs in Infor CRM (Saleslogix)

The Infor CRM (Saleslogix) Job Server enables you to schedule single and recurring tasks for immediate or delayed execution, either manually or dynamically at run time. It executes tasks out of process, freeing up worker threads and memory for client sessions. Good candidates for this are long running tasks and resource intensive tasks. This whitepaper provides details on terminology, use, creating jobs, and scheduling jobs for the Infor CRM Job Server, as well as how to interact with, and trigger jobs using...

An Introduction To Job Server in Infor CRM (Saleslogix)

The Introduction to Job Server in Infor CRM (Saleslogix) document provides an overview of Job Server, it’s architecture, and how to use. The Job Server enables you to schedule single and recurring tasks for immediate or delayed execution, either manually or dynamically at run time. It executes tasks out of process, freeing up worker threads and memory for client sessions. Good candidates for this are long running tasks and resource intensive tasks. Long running tasks – Offload long running tasks to the Job Server so they run asynchronously. When user sessions do not have to wait for long running processes to complete, you will see fewer request time outs. Intensive tasks – Eliminate competition for computing resources by offloading processing/memory intensive tasks to the Job Server. The Job Server runs in a different process from the Web Host and thus has a separate thread pool. It can even be located on a separate server. The Job Server is a shared service that can be consumed by any SalesLogix adaptive client, including Web, Windows, and Mobile. In the base product, Job Server is required for roll over of incomplete activities and updating remaining days of contracts. Web Client features that use Job Server are updating opportunities and updating and deleting leads from...

SalesLogix SData Endpoint Whitepaper

Sage Data (SData) is the communication protocol that serves as a common language for interaction between Sage products worldwide. Sage products use SData to generate and consume feeds of information, similar to RSS feeds. This document outlines the available endpoints with SData as implemented in SalesLogix version 7.5.4 (all info still applies to current versions as...

Infor CRM (Saleslogix) Developer Tips

This CHM Help file includes information about developing in the Infor CRM (Saleslogix) Web Client, including creating forms, Main Views, business rules, etc. Also, includes information about the SData REST API, the OLE DB Provider functions, Job Server, HQL Queries available with the entity model, useful “How To’s”, and information on utilities available for Infor CRM and more. This help file is written for developers, Web masters, and IS professionals. It contains conceptual overviews, customization scenarios, code samples, and references to help you customize the Saleslogix Web Client or create custom Web applications. Business analysts can create and edit entities, forms, and main views without any knowledge of programming languages if they know their business model. Developers with basic knowledge of C# or VB can add or completely override business rules for entities. Advanced developers with knowledge of C#, VB, HTML, .NET, or AJAX extensions can build custom user and server controls and incorporate them into a Web portal. Note, download is in CHM format. If needed, Google CHM readers for the operating system you are using to...

SalesLogix .NET Extensions Documentation

.NET Extensions are embeddable .NET assemblies you can use inside of the Saleslogix (Infor CRM) LAN/Windows client. This documentation provides details on: Using the .NET Extensions Manager Adding .NET Customizations Working with Dependencies Managing Supporting Material Managing Releases Deploying Resizing embedded .NET forms in SalesLogix Note, download is in CHM format. If needed, Google CHM readers for the operating system you are using to...

SalesLogix OLE DB Provider Documentation

In SalesLogix, database access and security is controlled by the SalesLogix OLE DB provider. The OLE DB Provider allows ADO access to SalesLogix data without the need for a proprietary API. Developers use standard ADO to access SalesLogix data and the SalesLogix OLE DB Provider automatically enforces user security and provides automatic data synchronization. Technically, the SalesLogix OLE DB Provider is a service provider. It extends the functionality of the SQL Server OLE DB (Data) Provider by adding three services which are not natively supported. These services are internal to the SalesLogix OLE DB Provider and used automatically via the standard ADO interface. No additional or proprietary SalesLogix ADO methods are required. The SalesLogix OLE DB Provider automatically: Performs data logging Manages user connections to the database and enforces licensing Enforces field- and record-level data security on all queries passed to the database Creates transaction exchange files (TEFs) for synchronization of data to remote users Security does not require a server password on the user’s machine. All access rights are defined in the SalesLogix Administrator and on the SalesLogix Server (the OLE DB Provider). The user only requires their log on password, and that is not cached or stored...

SalesLogix LAN Developers Reference

The SalesLogix Developers Reference for v7.5 contains the developer documentation for the LAN/Windows version of SalesLogix (Infor CRM). The reference contains documentation for all SalesLogix VBScript functions, properties, objects, as well as details about the SalesLogix OLEDB Provider functions & connection string...

Infor CRM Mobile Infographic

Customer Relationship Mobility. It’s a mobile world—and your sales organization needs to deploy CRM on mobile devices or risk falling behind your competitors in sales productivity and...

Infor CRM Mobile Data Sheet

Full-featured mobile CRM at your fingertips. Extending Infor® CRM to smartphones and other mobile devices gives your field force a strong competitive advantage that can help drive revenue and enhance the customer experience. Whether they’re viewing up-to-the-minute account or contact information, updating an opportunity, scheduling an activity, or logging a call or email to history, with Infor CRM Mobile, your on-the-go professionals will have the secure, instant access to vital customer information and productivity tools they need to...

Infor CRM Cloud Data Protection Policy

Infor understands that its customers’ data is important and takes multiple measures to ensure it is protected. The following policy outlines the procedures and structures in place to protect customer...

Infor CRM Product Brief

The complete Infor CRM product brief. Your customer relationships are essential to your success. Infor® CRM is an award-winning CRM solution that delivers a complete view of customer interactions across your sales, marketing, customer service, and support teams, so they can collaborate effectively and respond promptly and knowledgeably to sales opportunities and customer inquiries—both in the office and in the...

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