The Customer FX Newsletter offers a snapshot of what’s happened in the last month, and what’s coming. Plus a few other goodies thrown in for fun. You can sign-up here if you’d like a copy delivered directly to your inbox. Salesfusion Marketing Automation for Infor CRM – New Look, Improved Dashboards Learn how the updates […]
I had the need to call a business rule in Infor CRM from a stored procedure in SQL. This turned out to be a relatively easy task, although you want to make sure you think through what you’re doing for this to not introduce performance problems in SQL. Keep in mind, sometimes SData requests can […]
After installing Xbar 1.3, Outlook 2010 did not have the Record to History icons in the toolbar ribbon. In Outlook, go to File, Options, Add-Ins and you will see Infor CRM Outlook Connecter listed in the Disabled Add-Ins.
Prior to 8.3, the ExchangeRate table in the Infor CRM database used the column CurrencyCode as the primary ID of the table. Because of this in the custom Opportunity Smart part OpportunitySnapshot, there was a method to get the exchange rate called GetExchangeRateData that used the GetById method to return the ExchangeRate record based on […]
Wednesday, October 26th at 2pm CDT. If you’ve considered Salesfusion as a marketing automation platform in the past, now would be a good time to take another look. For this month’s webinar we will be reviewing the all new Salesfusion user interface. This new interface makes it easier to manage your leads, contacts, email blasts, […]
In the Infor CRM web client, we have gotten asked how to modify the address dialog that comes up when you click the pencil icon on the address control, like on the Account details screen. As usual things are a little more complicated than it seems. The Edit address screen is actually two different things […]
Breaking Campaign Target Logic In older version of the custom smart part LeadSearchAndConvert, there is code in the ConvertLeadToNewAccountAndContact method that converts lead campaign target data into the newly created contact record. In older version this code look like: In 8.3 that Lead business rule no longer exists. Instead there is a new method in […]
Looking to make a change? If your current CRM isn’t working for you, or you’ve outgrown Outlook and Excel as your makeshift CRM, now is the perfect time to take a look at something new. Sign-up for a live demo of Infor CRM and learn more about this award winning software (here’s another award for good measure), that offers […]
If you have an editable grid with a Custom Format Function in a version before 8.3 the function signature looked like this: Now in 8.3, the format function needs to look like this: If you try to use the pre 8.3 code in an 8.3 system the editable grid will not display. Come on Infor.
Adding support for attachments to a custom entity in Infor CRM Web is a pretty simple task as long as you know what the steps are. Luckily, the out of the box attachments SmartParts is built in a way to make it work with new custom entities without customization. It takes only 2 easy steps. […]