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 […]
Changing the Regarding Picklist on the Activity Dialog from a Single-Select to a Multi-Select Picklist in Infor CRM
If you’re doing some sort of operation where you’d like to display progress to the user, you can use the showProgessBar function in Sage.UI.Dialogs. You’ve likely seen this progress dialog before, such as when you’ve run a report in CRM. You can use that same dialog for your needs as well. There’s two ways to […]
There are times when you need to prompt the user for input in Infor CRM, to ask them some question and have them provide some answer. Often times, I’ve seen a QuickForm used for this, but that is less than ideal. There is a built-in, client-side dialog you can use for this in Infor CRM. […]
There are times when you need to prompt the user in Infor CRM, to ask them some question to find out how to proceed – such as “would you like to do this or that?”. Often times, I’ve seen a QuickForm used for this, but that is less than ideal. There is a built-in, client-side […]
It’s a good practice when customizing the Infor CRM (Saleslogix) Web client to always be aware of how your customizations will impact performance. A good way to make sure that the client performs quickly is to offset work to the client, instead of always using server-side code. Using the SData API in the web client […]
There might be times when you need to set an entity property value by the property name as a string at runtime. Sure, you could use reflection for this and use the PropertyInfo class, but there is a built-in way that is much easier to use. All entities implement the IDynamicEntity interface, which provides this […]
The Numeric control used in QuickForms in the Infor CRM Web client is rendered as a Dojo Dijit at runtime. The properties editor in Application Architect does expose a few properties you can set to change how the numeric value is formatted, such as decimal places, etc. However, it doesn’t allow you to specify a […]