When you run a report in the Infor CRM Web client, the request it passed to the job server, which runs the report and saves it as a PDF. This PDF is saved in the attachment folder defined for CRM and it also creates a record in the attachment table. This information can be used […]
In the Infor CRM web client, quick forms render controls inside of a div. The div is where a lot of the visual attributes are, like how a control’s label spans 40% of the overall width. There is no direct way to manipulate this server side since the divs do not contain IDs. Even doing […]
Join us Wednesday, June 21st at 2pm CDT. The sale has been closed, and now it’s time to start the project. How the project is executed can make a favorable impression with your customer, or it can make earning your customer’s business in the future difficult. My guess is that you want to make a […]
Take the headache out of managing contracts and positively impact the bottom line. For many organizations contract management is a time consuming, manual process. A common problem that results in manually managing contracts is disorganization – leading to money left on the table, wasted resources, and unsatisfactory product delivery. Best-in-class organizations realize the importance […]
If you had an doubt about how serious Infor is about their CRM product, they have just replaced several legacy partner support systems with Infor CRM. All Infor Channel Partners across all Infor product lines will start using the new system on May 22nd. This represents thousands of users who will be utilizing Infor CRM […]
A new version of Xbar – v1.3.7 – can now be downloaded from the Infor Xtreme portal. With this latest version, field level security rules are now enforced.
Join us May 23rd at 2pm CDT. Streamline the process of managing contracts, proposals, quotes, and sales orders while increasing the timely close of sales. Last month’s webinar took a high-level look at products from the Infor CX Suite. This month, we are going to narrow our focus and dive into Infor Contract Lifecycle Management […]
Launching a dialog in the DialogWorkspace is typically done via server-side code using the DialogService. However, this is also possible to do via client-side code as well. The Sage.Utility script module makes this an easy task using it’s loadDetailsDialog function. The following code will launch a dialog with the SmartPart/Quickform with an ID of “MyContactForm” […]
In the web client there is now a proximity search to find records within a specified distance of one another. There are 2 proximity searches- one for account and one for contacts. This functionality is in 2 custom smart parts both in the ProximitySearch folder: ContactDistanceSearch.ascx AccountDistanceSearch.ascx Searching on the Contact version has a problem […]
Update 07 for Infor CRM 8.3 is now available for download from the Infor Xtreme portal. This update is part of Infor’s commitment to deliver updates on a consistent basis so in addition to numerous bug fixes, a couple of new features have been added. Web Client New secured actions for the Job Manager job […]
One of the new features introduced in 8.3.06 is the concept of favorite groups. Previously a user saw all groups that were released to them when they went to a page in the web client. This caused performance problems to load all of these groups when the page was rendered- especially once you got above […]
What topic would interest you? At the beginning of April we hosted a webinar that provided an overview of products from the Infor CX suite that currently, or in the future, will integrate with Infor CRM. While there were a couple products presented that were familiar, many were being presented for the first time. We would […]
Recently, I request from Infor CRM a list of Literals that can be used when build queries in the Query Builder.
We’ll discuss many Infor CRM add-on products – join us! On Wednesday at 2pm CDT will be recapping the Infor CRM Partner Summit with special guest presenter Ed Heinsius of Infor. The Infor CRM Partner Summit was an invite only affair and we were honored to have the opportunity to attend and discuss Infor’s vision […]
It is possible to use Application Architect to delete these Web Client customizations, resetting the client to it’s original layout.
“Service Sage.Platform.Application.IEntityContextService is not available in the current context” in Infor CRM web client
If you are trying to navigate to a page in the Infor CRM web client and get a message of: We apologize for the inconvenience, but your request cannot be completed. Service Sage.Platform.Application.IEntityContextService is not available in the current context. Fear not, nothing is wrong with your system. It is an unhandled error that is […]
Wednesday, March 29th at 2pm CDT. Last month Scott Weber attended an invite-only Infor CRM Partner Summit. The purpose of the summit was twofold – a chance for Business Partners to share what is and isn’t working for customers, and a chance for Infor to share information about the various products that will be integrating […]
Wednesday, March 15th at 10am CDT. The last in a series of 3, this Infor Product Speed Session will focus on Infor CRM. Topics covered during this webinar* will include: More effectively manage your contacts, accounts, leads, campaigns and opportunities Extend robust CRM functionality to mobile applications Experience the seamless integration between Outlook and CRM […]
Right on schedule, Infor has released the next update for Infor CRM 8.3. In addition to squashing various bugs, several new features have been added as well as additional performance improvements. You can download the updates now from the Xtreme portal. Update 06 for Infor CRM version 8.3 includes the following new features: Web Client […]