Tag: SalesLogix Mobile

Inforum 2016 is 16 Days Away!

July 10th – 13th.  Have you registered? Inforum 2016 is taking place in New York City and it’s an event you don’t want to miss!  Whether you only use Infor CRM, or you use a whole suite of Infor products, this conference is sure to be beneficial.  Not only can you tailor your agenda with […]

Problem Showing All Area, Category, and Issue Values in Infor CRM (Saleslogix) Mobile And How to Fix

There is an issue with the Infor CRM (Saleslogix) Mobile client where, if you have a large list of Area, Category, & Issue values, not all of them will show in the lookup. This is caused by the fact that the out of the box AreaCategoryIssue lookup will retrieve only 200 rows, and, then filter the distinct list of these 200 rows to show the available area, category, or issue values. The problem comes into play when you have more than 200 rows ...

InforCRM (formerly Saleslogix) Mobile – Clearing Out Earlier Customizations

If you started with an earlier version of SalesLogix Mobile, let's say version 7.5.4, and customized the mobile platform at level 1.2 you may find the mobile client no longer runs and the existing custom screens don't allow you to upgrade to version 3.0.4. You have two options here - have someone recreate the custom screens for version 3.0.4 or remove the customized screens and start over with a basic mobile v3.0.4.

A Deeper Look at Adding Custom Fields in SalesLogix Mobile

We looked previously at adding custom fields to the SalesLogix Mobile client. It was easy enough to do, but as I've mentioned before, one of the hardest parts about customizing the mobile product is that you have to know what to type. Let's take a look at just what's available when adding custom fields in an customization module so you'll have all the knowledge you need.

Consuming Data from External Applications in SalesLogix Mobile Customizations

The SalesLogix Mobile client is more customizable than you might think. It's easy to assume that the new architecture isn't as customizable as you might be used to with SalesLogix Web or LAN clients. However, it does sometimes take some rethinking. In this article we'll look at how to add a customization that pulls in data from the Twitter API and displays on the contact detail. We'll delay the loading of the data so that the cont...

Formatting Data in SalesLogix Mobile Customizations

When adding custom fields to SalesLogix Mobile, you'll often want to do things to the value, instead of just displaying it as-is. There are many built-in formatting functions, or renderers, available in the out-of-the-box SalesLogix Mobile platform, but what if you need to do something custom? Let's take a look at what built-in formatting functions there are as well as how to create you own custom formatting function on the fly.

Mobile v2.1 for SalesLogix v8.0 is Now Available!

SalesLogix Mobile v2.1 can be downloaded from the SalesLogix support site and contains the following enhancements:• Use My Activities to see the activities in which you are a leader or member.• Use My Activity Quick Actions to complete, accept, or decline an activity, and to make acall. You can also make notes after your call.• Add, […]

Bundling and Deploying SalesLogix Mobile Customizations

Once you’ve started creating customizations for your SalesLogix Mobile, at some point you’ll want to start getting those customizations into production by deploying them or bundling them to add to your production system. This article will walk you through how to do this in both SalesLogix v8 as well as in SalesLogix v7.5.4. You’ll even […]

Updates to the SalesLogix Mobile Developer Toolkit

I’ve released some updates to the SalesLogix Mobile Developer Toolkit. This new release adds some fixes and a few new features. View the SalesLogix Mobile Developer series index Download the SalesLogix Mobile Developer Toolkit New Features Some of the more notable new features in the SalesLogix Mobile Developer Toolkit are the following: Support for adding […]

Adding Custom Fields to SalesLogix Mobile

Time to take SalesLogix Mobile to the next level. Customization! This article will outline how to add custom fields to SalesLogix Mobile, from start to finish. You'll walk through every step, from creating the custom field to viewing and editing it in SalesLogix Mobile. Best part? You'll see a video that walks you through the whole process.

Setting up a SalesLogix Mobile Development Environment

One of the first steps to doing customizations for the SalesLogix Mobile product is to set up a development environment. This task can be confusing for those just starting out with mobile, but with the help of the SalesLogix Mobile Developer Toolkit this is made much simpler. Even better, this article includes a video to walk you through the process.

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