Groups can be a useful way to allow the user to build conditions to limit the records to perform some action on. Recently, we designed a job that would work on a set of records and we allow the users to define the list of records by adding conditions to a group. The job would […]
We recently had a customer report an issue to us that when adding products to a Quote in the Infor CRM web client, that the subtotal values do not take into account products where the price has been set to a negative amount. If is possible to set the Adjusted Price of a Quote line […]
"Decoded string is not a valid IDN name. Parameter name: unicode." at System.Globalization.IdnMapping.GetAscii(String unicode, Int32 index, Int32 count)
QR codes can be useful and you might find a need for generating them inside of Infor CRM (Saleslogix). A QR code can represent a lot of different things, but in this article we will be creating QR codes that contain the URL to a record in the CRM web client (the value stored in […]
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.
If you’re using a build server for continuous integration & deployment, you’ll be happy to know you can automate the build & deployment process for Infor CRM using command-line tools. Even if you’re not using a build server and would like to create some automated way to build & deploy, you’ll find these tools useful. […]
When HTTP Error 401.2 -Unauthorized appears in your web browser
To get the address defined for the primary company in the Infor CRM web client you can utilize a BusinessRuleHelp method called GetPrimaryServerBranchOptions. From this method you can then get the AddressID property of the BranchOptions object that is returned, and from there get the IAddress object.
If you want to synchronize Infor CRM (Saleslogix) with Outlook, you must install Xbar as an Outlook add in.
InboxGuru may be just what you’re looking for. InboxGuru is the only 100% native Marketing Automation solution built exclusively for Infor CRM. Since its initial launch the team at InboxGuru has been hard at work transforming it into a “Best of Breed” marketing solution with the features you need nested right within Infor CRM, […]
Infor Contract Lifecycle Management is now an add-on to Infor CPQ. Infor Contract Lifecycle Management If you’ve been eyeing Infor Contract Lifecycle Management (we demoed features and functionality back in May) but haven’t purchased yet you have missed your opportunity. Infor has ceased offering Infor CLM as a standalone product and instead it will be […]
When a user runs a report in Infor CRM (Saleslogix), they are given choices to export the report to certain formats. This can easily be changed if you’d like to limit the choices to only certain types. Normally, the user will see the following choices: Let’s say you only want to have the PDF and […]
I just ran into an issue working on an 8.2 version of the Infor CRM web client. I was building a quickform with an editable grid that contained various tools that should be rendered on the toolbar. When I deployed the grid would not load and I was getting a client side error of: This […]
In this article we’ll taking a look at how to use conditional styling for rows in the Editable (SData) DataGrid. We’ll change the look (colors, etc) of the row based on conditions in the data. For the example we will be using, we will modify the TicketActivities grid so that punched-in timed activities that were […]
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.
Out of the box in the Infor CRM (Saleslogix) Web client, when you click an address control to view it on a map it opens Mapquest. I have no idea who actually uses Mapquest, so this isn’t ideal and opening the address in Google Maps would be a far better option. This is changing in […]
Starting in Infor CRM 8.3.04 they added a feature called Contour which can utilize either Google or Bing mapping APIs to geocode the ADDRESS table in Infor CRM and then allow you to map addresses and find other close records. Scott Weber has a nice demo of all the features here. I wanted to get […]
There are many possible reasons Infor CRM (Saleslogix) can be slow. Here are a few possible causes worth looking at.
Need to get the low down on the Infor CRM Xbar? Check out the new Xbar FAQ: Infor CRM Xbar FAQ