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.
In order to make global changes to a picklist that apply to all users, you must use the Architect program.
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. […]
Xbar has the ability to sync contacts, appointments, and tasks between Outlook and Infor CRM (Saleslogix).
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 […]
When you are opening an InforCRM application before the login screen loads you see the Error "IsBrandingEnabled"
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 […]
When a postback occurs in Infor CRM (Saleslogix), there is a small circular loading icon that appears in the top, title/menu area of Infor CRM. However, for long postbacks, it doesn’t prevent users from still clicking or changing things during this postback. If the user does this, when the postback returns, things they might have […]
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 Web (Saleslogix), when a user navigates to a page, there might be times when you want to draw attention to a particular tab. There are some options for specifying the active/displayed tab on the page. Let’s take a look at some of the options. Specifying the Active Tab in the URL You […]
So what’s new and what’s been fixed? We learned this morning that Update 08 for Infor CRM (Saleslogix) v8.3 has been released. While we haven’t started digging into this update, we wanted to make sure that you were aware of it’s availability. I’ve included the complete list of features and fixes for you to review: […]
Expected release the summer 2017. Have you heard? Infor has been working to create an integration to LinkedIn’s Sales Navigator, and you should be able to get your hands on it before the summer is over. The integration between Sales Navigator and Infor CRM will increase the ability for sales professionals to “…get introduced through […]
Don’t miss this webinar! Educated guesses are alright, data science is better. Way better. Earlier in the year when we held a webinar to discuss the different products from the Infor Customer Experience Suite that integrate with Infor CRM. This month we’re excited to present a product from the CX Suite that will help you […]
If you are building a group based on a date and using => for the date condition we are seeing issues on selecting the beginning date
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 […]
Join us Wednesday, June 21st at 2pm CDT. The sale has been closed, and now it’s time to start the project. How the project is executed can make a favorable impression with your customer, or it can make earning your customer’s business in the future difficult. My guess is that you want to make a […]
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” […]