Articles by Dale Richter

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Realigning Activities in Infor CRM SLX

  Have you ever wondered how to realign Activities for a user in Infor CRM SLX that has left the company or maybe taken on a different role within the company?  The first thought would be to write a SQL script to change the user. However, this presents a problem because many different tables are […]

How-to: Creating a New Manager Field in Infor CRM

There may be many routes to the same solution, but here is one method to get a new Manager field into Infor CRM. First and foremost, do this on a test system. Also, backup your database prior to making any changes. In this scenario we want to create a new Support Manager field on the […]

Cleaning up Picklists with Duplicate Entries in Infor CRM

The LAN version of Infor CRM allowed users to add entries to picklists, and this resulted in duplicate entries that are not available for cleanup in the normal Picklists Management area. These picklists can be cleaned up in SQL Management Studio.  Find your step-by-step instructions here: Cleaning Up Picklists

Looking up Records in Creatio

Looking up records in Creatio sounds like a very easy task, but there many different ways you can do this.  Because you have options I have made a video to help determine the best and fastest ways to look up records. Take a look. It only takes a couple of minutes and you will be […]