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.
Join us as we discuss the future of Infor CRM and the Infor CX Suite. A question we hear often is, “what is Infor’s plan for Infor CRM?” This month we decided to focus our webinar on the most recent Infor CRM and CX Suite roadmap. We will discuss topics such as: • Contextual Widgets […]
I recently have run into a really frustrating behavior of the Currency control in the Infor CRM web client. Running in an 8.3.08 system, the following issues exist out of the box: If you bring up the edit screen for an Opportunity Product, you can see this issue with the Currency control. By default this […]
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. […]
During the upgrade to Infor CRM 8.3.08 the upgrade process introduces a duplicate APPID row into the APPIDMAPPING table. This is because the APPIDMAPPING table does not contain a unique constraint on the ID (shame, shame): This results in the inability to manage the SData Sync Configuration. You will also see similar errors popping up […]
In the Attachment List’s client side code there were breaking changes to the code from version 8.1x to 8.3x, some of the highlights of this include: The date time columns in the grid are defined with a type attribute of “colDateTime” colDateTime in 8.1 was declared as ‘Sage/UI/Columns/DateTime’ colDateTime in 8.3 is now declared as […]
Xbar has the ability to sync contacts, appointments, and tasks between Outlook and Infor CRM (Saleslogix).
Adding a Call Step to a nurture campaign enables marketing to schedule a phone call for your sales people. The Infor CRM call activity itself can be assigned to the Lead or Contact Account Manager or another designated user. If the call is part of a multi-step campaign, the campaign will not continue until the […]