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 […]
Something that is nice about the Application Architect is that it is customizable in a similar way to how you customize the Infor CRM web client itself. An example of this is in my Git Extensions for Application Architect project. One useful place that you can extend with your own code is the deployment process. […]
Yesterday, Kris posted about a new issue in 8.309 regarding URL controls. To check for this condition, I put together a quick SQL function that can be used to check url values to see if they would be affected by this bug.
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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 […]
Starting in version 8.3.06 the import lead wizard no longer functions in the Infor CRM web client. This is normally accessed from the Tools IMport Leads menu. When you select this menu you will get a message similar to: “We’re sorry, you’ve encountered an error. If applicable, please try again” If you look in the […]
If you’re using SData to create Opportunity records, you’ll likely need to also start sales processes for those opportunities as well. Sales processes in Infor CRM (SalesLogix) is a mess with all the XML etc. Luckily, there’s an out of the box business rule we can use that does all the messy stuff for us. […]
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. […]
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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 […]
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 […]
We had an issue with the Database Manager on our 8.3.6 Infor system where the Database Manager would start to open all of the tables but at the last table, it would hang and eventually crash the Administrator or the Architect. The tables would open correctly in SQL Management Studio so we felt certain the database was not corrupted.
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 […]