Unlock an Infor CRM User
If a user has too many unsuccessful attempts to log in to Infor CRM, their account will be locked. The user may be unlocked as follows:
Retire a user in Infor CRM and reassign the license
In Infor CRM, 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.
How to Ensure a Database on an Infor CRM (Saleslogix) Cloud Instance is Backed Up
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.
Restore an Upgraded Infor CRM (Saleslogix) Database to an Infor Staging Instance
When creating a cloud staging instance, it is possible to replace the Infor-provided database with a copy that has been upgraded elsewhere.
Reset a user’s layout settings on the ICRM Web Client or Mobile Client
It is possible to use Application Architect to delete these Web Client customizations, resetting the client to it’s original layout.
Re-register Infor CRM Xbar .DLL files.
It is possible for the .DLL file that supports Xbar to fail, in which case the Command Prompt must be used to unregister and reregister the file with Windows, to get it working again.
Retrieving the SQL from a group in the Infor CRM web client
In the web client you are able to retrieve the raw SQL statement of a group. At some point along the way in the life cycle of the web, the storage format of the SQL statement changed. There is a method GroupSQL that used to return the same SQL as what you would see if […]
Infor CRM and Internet Explorer Security Settings
In order to have the web client work properly in Internet Explorer, it is necessary to change two settings in the Internet Options Security tab.
Disabling UAC when installing Infor CRM
When installing any Infor CRM product, it is important to make sure User Account Control settings are disabled.
Using Computed columns to create an Email link on a standard ICRM web datagrid
Recently, I had a request to build functionality that would allow a user to send an email based on information in a datagrid row. Here is an outline of how I put that functionality together. The form contains a standard datasource/datagrid setup (Note, this does not work with an editable datagrid). In addition to any other functionality on the form, we also need to add two objects: A Hidden Text control, and a button on the form. The Hidde...
InforCRM Mailmerge with Office 2013 Click-to-Run
Start by determining if this is a click-to-run Office 2013 install
Rebuilding the XMLSchema in Infor CRM 8.x
Occasionally, it may become necessary to rebuild the XMLSchema to fix issues with groups in Infor CRM. I wanted to take the opportunity to document here how to rebuild the XMLSchema in version 8.x of Infor CRM:
Adding an Address lookup to the Account Assets add edit view in Infor CRM8.1 (Formerly SalesLogix)
In today's post, I'll be outlining a procedure to add an Address field to Account Asset (Product) record. To add an address field to Account assets (products) that allows a user to define an existing Account Address for an Asset (AccountProduct) record. The addressed will be stored in the AccountProduct.Userfield1 field.
Using Global Script functions in InforCRM
I recently had a project that required me to be able to check if a user belonged to a particular team. A previous post by Ryan showed me how to query team membership, but rather than setting this up as a Business Rule, I wanted to create it as a Global function that could be called from anywhere without having to worry about instantiating an entity to access the business rule. Instead of creating a business rule, I created a Global CS script...
Telnet Sample to Send an SMTP email
I am always forgetting how to test sending an email through an SMTP gateway using the Telnet client. So rather then googling it all the time why not add it here! The initial telnet: > symbolizes your shell prompt. The empty line between the headers and the body is important, as is the line containing […]
Problem setting SLXTextbox enabled property / Setting unexposed base control properties for a custom control
I recently had an issue with a Quickform where I was attempting to set the Enabled property of a TextBox based on the value of a checkbox on the same form. For some reason, the enabled property I was setting for the textBox was not being honored.
Adding a report link to the Common Tasks pane in Infor CRM (formerly Saleslogix)
When you are viewing an Entity Detail page, the Common Tasks pane on the right of the page provides a number of links to perform common tasks, such as Mail Merges, Emails and creating activities for the current entity record. By making a couple modifications, we can add a link to run a report from this section I'm going to demonstrate how to add a report link to the Account Entity. Account should already have a link to run the Account De...
Problem with the Clean Build Folders option in Application Architect
On occasion, it becomes necessary to clean out the build folders and deployed website prior to a build/deploy, in order to force changes to become available. In version 8.1, Saleslogix provides a handy menu option to clear out the build folders. Unfortunately, using this menu item also seems to temporarily break it's own ability to build by causing some of the folders in that build path to become read-only, as shown below:
Configuring and Packaging secured actions in Saleslogix 8.0
Using Secured Actions, you can restrict access to user interface elements in the Saleslogix web client. If you know which tables to look for, it is easy to package those modifications for installation into another Saleslogix system.
Debugging Custom Assemblies Using Visual Studio
Developing for Saleslogix web using external assemblies provides you with a lot of freedom when developing code for Saleslogix web. External assemblies can be helpful when organizing projects, reusing code and working with references to other assemblies. You also have the ability to step through your code for debugging and troubleshooting. In this post, I'm going to briefly outline how to launch your custom assembly code in debug mode in ...
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