Tag: SalesLogix Web

Viewing Previously Run Reports in Infor CRM Web

When you run a report in the Infor CRM Web client, the request it passed to the job server, which runs the report and saves it as a PDF. This PDF is saved in the attachment folder defined for CRM and it also creates a record in the attachment table. This information can be used […]

Launching a Dialog from Client-Side Javascript in Infor CRM Web

Launching a dialog in the DialogWorkspace is typically done via server-side code using the DialogService. However, this is also possible to do via client-side code as well. The Sage.Utility script module makes this an easy task using it’s loadDetailsDialog function. The following code will launch a dialog with the SmartPart/Quickform with an ID of “MyContactForm” […]

Adding a Filter/Condition to the Contact Attendees Lookup in the Infor CRM Activity Editor Dialog

I’ve posted a few times before about customizing the Infor CRM (Saleslogix) Activity Editor Dialog. It’s a form made up of 100% Javascript so customizing it isn’t like your typical Infor CRM Web customizations. In this article, we’ll be looking at how to customize the lookup to add contact attendees (participants) to the activity. Specifically, […]

InforCRM 8.3.x Web Client Edit Options Are Missing

After adding a custom bundle to Infor CRM (formerly Saleslogix) in the Application Architect two users were missing the Edit Option on a Manage Mail Options Form that was not affected by the new custom bundle, and one other user still had the Edit Option on the form. So the first thing we checked is the user's roles

Infor CRM News You Can Use – August 2016

The Customer FX Newsletter highlights our monthly webinar, free training, important information about Infor CRM and industry news, as well as popular blog posts.  If you would like this information delivered right to your inbox sign up now!   Duplicate records in Infor CRM? Let’s talk about prevention and cure.  Keep your system duplicate free […]

Duplicate Records in Infor CRM (Saleslogix)?

Join us as we discuss prevention and cure on Wednesday, August 17th at 2pm CDT. Duplicate entries in Infor CRM (Saleslogix) are a common problem, and also a pain.  That’s why we decided to team up with Dale Rolley of QGate Software, developers of Paribus and PowerEntry, to discuss preventing duplicates before they have a […]

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 […]

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) news and product updates!

You have Successfully Subscribed!