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” […]
How to size a control within the tab workspace of the Infor CRM web client to fit the available height of the tab control.
It is possible to use Application Architect to delete these Web Client customizations, resetting the client to it’s original layout.
There will be times when the SpeedSearch Server is on an application server in the company domain and the web host is out in the DMZ
It is possible for the .DLL file that supports Xbar to fail, in which case the Command Prompt must be used to unregister and reregister the file with Windows, to get it working again.
In the web client you are able to retrieve the raw SQL statement of a group. At some point along the way in the life cycle of the web, the storage format of the SQL statement changed. There is a method GroupSQL that used to return the same SQL as what you would see if […]
after rebooting the connection failed with the message "Unable to connect to server".
If you’ve ever imported activities into your Infor CRM (Saleslogix) database, you’ll likely hear from users that they’ve been bombarded with notifications. In some instances, you might want to clear those notifications so newly created activity notifications don’t end up getting lost in them all. Luckily, you can do that with a single SQL statement. […]
Connect with fellow users and get more out of Infor CRM. For those of you that have been with Infor CRM for a while (perhaps you still call it Saleslogix?), you may fondly recall the Saleslogix User Group that existed in the not too distant past. This group was a great place for users to […]
A post showing how to use Linq to sum an entity collection quickly.
When installing any Infor CRM product, it is important to make sure User Account Control settings are disabled.
Checking to see if the current user is on the same team as an account’s account manager is an easy task. Luckily, the User entity has a built-in business rule called GetUserTeamMembers which returns a list of OwnerJoin entities. For these OwnerJoin entries, the Child property will contain the Owner entity for each team member […]
Reading Data Using the Infor CRM SData REST API from a .NET Application Using the DotNetSDataClient Library
When working with the Infor CRM SData REST API from a .NET application or website, there are a few different choices for libraries you can use to make the SData code easier. The original library was called the SDataCSharpClientLib, which I have written about previously. However, the SDataCSharpClientLib was replaced with the newer DotNetSDataClient library. […]