How to Disable Unused Jobs in Infor CRM (Saleslogix)
You can disable unused jobs buy commenting them out in the Scheduling.config file.
How to Secure Memcached Service on Infor CRM (Saleslogix) Web Server
Make sure your Infor CRM web server is behind a firewall that blocks traffic on port 11211.
Hide Infor CRM Groups in the Database
It is possible to hide groups at the database level, thus speeding up load times.
Working with Attachments in Infor CRM (Saleslogix)
The Attachments tab lets you upload documents for an entity to be stored on the server, and allows a user to later download the documents to their own computers.
Setting up sync in Infor CRM (Saleslogix)
If you want to synchronize Infor CRM (Saleslogix) with Outlook, you must install Xbar as an Outlook add in.
Working with the VFS in Application Architect
In a normal deployment of the Infor CRM (Saleslogix) Web Client, the files for the Web Client are stored in the Virtual File System, or VFS.
Why is my Infor CRM (Saleslogix) so slow?
There are many possible reasons Infor CRM (Saleslogix) can be slow. Here are a few possible causes worth looking at.
Create an Infor CRM (Saleslogix) Report to Filter by Date
When creating a report in Infor CRM (Saleslogix) that filters based on date, the options can be a bit tricky. Luckily, most of tables and columns in the underlying SQL database are named fairly intuitively.
Edit Infor CRM (Saleslogix) data in SQL
There are simple SQL statements that can be used to delete or change a single piece of data in Infor CRM (Saleslogix).
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.
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Infor CRM (Saleslogix) 8.3 Compatibility Matrix
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