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 […]
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.
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 […]
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. […]
When HTTP Error 401.2 -Unauthorized appears in your web browser
If you want to synchronize Infor CRM (Saleslogix) with Outlook, you must install Xbar as an Outlook add in.
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 […]
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 […]
There are many possible reasons Infor CRM (Saleslogix) can be slow. Here are a few possible causes worth looking at.
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 […]
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 […]
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 […]