Exporting Infor CRM (Saleslogix) data as a Excel file is a fairly straightforward procedure, but it works differently depending on which data you are looking to export.
If you are using a current or recent past version of Infor CRM (Saleslogix), the way to transfer data between CRM and Outlook is the Xbar application.
In Infor CRM (Saleslogix) It is possible to use Application Architect to delete these Web Client customizations, resetting the client to it’s original layout.
We were recently contacted by a client who had a user unable to log in to the Infor CRM web client. The user was logging in with Chrome on a Microsoft Surface tablet device. As it turns out, the Infor CRM 8.1 web client is not compatible with Chrome’s touch screen drivers.
Update - Chrome has released a new version Version 51.0.2704.84 m that corrects the pages will not load and hang on a spinning wheel issues.
The quickforms in Infor CRM are rather limited in their layout options. Everything is rendered into table rows and cells and sometimes those layouts are not what is needed. You could always make a custom smart part and design away, but for a simple tweak to the placement of a control you can use server […]
As an InforCRM Administrator, you may want to disable Outlook Sync for contacts.
Here is a demonstration from our Demystifying series that will give you insight into hardware and software requirements for servers and workstations as well as FAQ's as you move from SalesLogix LAN to SalesLogix Web. We also demonstrate how to add your custom fields to existing forms.
What's new? In SalesLogix v8 there have been some enhancements to the group building feature. Take a look at this quick demo to learn what those enhancements are:
Watch this video to learn more about Secured Actions administration in SalesLogix Web/Cloud.
Learn how to add and remove targets from a Drip Marketing campaign as well as how to sync the results back to a SalesLogix record using the Drip Marketing feature of e-Marketing.
Join us to learn about the features and improvements coming in the next release of SalesLogix. The next release of SalesLogix is right around the corner, and we want to give you a chance to take a peek before it's available. Here is a list of the features that are slated for this release:
This Saleslogix Training webinar will show the Admin user how to add New Products into the database.
This SalesLogix Training webinar will show the user how to fulfill Literature Requests.
In this SalesLogix Training webinar I will demonstrate how to create a New Literature Request, using the LIterature Item that we created in the last webinar.
This SalesLogix Training webinar will demonstrate to the Administrative User, how to create a New Literature Item for use when adding a Literature Request.
This SalesLogix training webinar will show the user how to create, edit and delete notes from a Contact record.
In this webinar I will show the Admin user how to add a Textbox onto the Account Detail view in the SalesLogix Web Client.
This SalesLogix Training webinar will look at Saleslogix Cloud Administration options for Picklists.
In this SalesLogix Training webinar the user will learn to manage roles in the SalesLogix Web Client.