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QR codes can be useful and you might find a need for generating them inside of Infor CRM (Saleslogix). A QR code can represent a lot of different things, but in this article we will be creating QR codes that contain the URL to a record in the CRM web client (the value stored in […]
When a user runs a report in Infor CRM, it starts a report job on the server. While this is happening, the user will see a progress dialog. When it is complete, the progress dialog changes to display the text “The job has completed successfully” and presents a link for the user to download the […]
Starting in version 8.3.06 the import lead wizard no longer functions in the Infor CRM web client. This is normally accessed from the Tools IMport Leads menu. When you select this menu you will get a message similar to: “We’re sorry, you’ve encountered an error. If applicable, please try again” If you look in the […]
If you’re using SData to create Opportunity records, you’ll likely need to also start sales processes for those opportunities as well. Sales processes in Infor CRM (SalesLogix) is a mess with all the XML etc. Luckily, there’s an out of the box business rule we can use that does all the messy stuff for us. […]
Long story short, you can no longer accrue free staging days. We just received an email from Infor Communities that effective December 31st, 2017 that Infor CRM Cloud customers can no longer accrue free staging days: “Policy Change for Staging Days As of Dec 31, 2017, there will no longer be “free” Staging Days per […]
The Attachments tab lets you upload documents for an entity to be stored on the server, and allows a user to later download the documents to their own computers.
If you’re using a build server for continuous integration & deployment, you’ll be happy to know you can automate the build & deployment process for Infor CRM using command-line tools. Even if you’re not using a build server and would like to create some automated way to build & deploy, you’ll find these tools useful. […]
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To get the address defined for the primary company in the Infor CRM web client you can utilize a BusinessRuleHelp method called GetPrimaryServerBranchOptions. From this method you can then get the AddressID property of the BranchOptions object that is returned, and from there get the IAddress object.