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
When using the Editable (SData) DataGrid on forms in Application Architect, you have options for specifying the sort for the grid by setting the sort properties for a column. It is also possible to programmatically set the default sort for an Editable DataGrid as well if needed. First of all, to set the sort for […]
And I mean really, really early. In case you are one of those people who likes to plan things way in advance, Infor just opened up registration for Inforum 2018 taking place September 24-27, 2018 in Washington, DC. Currently the conference details are a little sparse (Infor has 10 1/2 months to fill in the blanks), […]
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.
An annoyance I’ve always had when using the Infor CRM (Saleslogix) Web client is that in lookup dialogs the textbox where you type in a search value is not focused. You can’t just open a lookup and start typing. You have to first click into the textbox, then type in your search value. In my […]
Automatically Setting the Temp Lookup Group for Related Records When Navigating to an Entity Page in Infor CRM Web
A nice feature of the CRM LAN/Windows client is when you select a row in a grid and go to the entity, such as clicking on a contact in the account’s contacts grid to go to the contact, it will set the temp lookup group to the other contacts for the account you opened it […]
In the Infor CRM web client the lookup control’s popup dialog defaults to being something like 750px wide. Sometimes this may not be wide enough to incorporate a lookup whose grid contains a lot of columns. You can modify this behavior by extending the base sDataLookup widget. In a previous post I talked about how […]
Get Business Activity Monitoring at a discounted rate. Vineyardsoft, creator of KnowledgeSync for Infor CRM (Saleslogix), just announced a year end promotion that runs November 1 , 2017 through January 7th, 2018. Check out the announcement below and let us know if you have questions. “Between November 1, 2017 and January 7, 2018, Vineyardsoft is pleased to […]
In a previous post, I mentioned how shifting your code from server-side code to client-side can improve the performance of the client and improve the end user experience. This post will provide a list of some helpful client-side functions available to make that transition easier and more productive. Navigate to the Entity Page Detail for […]
Changing the Regarding Picklist on the Activity Dialog from a Single-Select to a Multi-Select Picklist in Infor CRM