Exporting to Excel in Infor CRM (Saleslogix) Web Client
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.
Edit a Picklist in Infor CRM (Saleslogix)
In order to make global changes to a picklist that apply to all users, you must use the Architect program.
Synchronization options in Infor CRM (Saleslogix) Xbar for Outlook
Xbar has the ability to sync contacts, appointments, and tasks between Outlook and Infor CRM (Saleslogix).
Prevent Infor CRM (Saleslogix) Test Environment from Attempting to Sync to Production Clients
When establishing a test environment for Infor CRM (Saleslogix), if synchronization is used, steps need to be taken to make sure the test serer does not try to write sync files to the same folder the production server is using.
Installing Xbar for Infor CRM (Saleslogix) and Outlook
If you are using a current or recent past version of Infor CRM (Saleslogix), the way to transfer data between CRM and Outlook is the Xbar application.
Unlock an Infor CRM (Saleslogix) User
If a user has too many unsuccessful attempts to log in to Infor CRM (Saleslogix), their account will be locked. The user may be unlocked as follows:
Retire a user in Infor CRM (Saleslogix) and reassign the license
In Infor CRM (Saleslogix), 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 Infor CRM (Saleslogix) Web Client or Mobile Client
In Infor CRM (Saleslogix) 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 […]
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