Dale Richter | Customer FX

Infor CRM SLX Address Field Designations

by Dale Richter | Dec 28, 2022 | Infor CRM

Have you ever noticed the checkboxes on the Address Add/Edit view? The checkboxes for Primary Address, Primary Billing, and Primary Shipping.

Installing the New “Word” Addin for Infor CRM

by Dale Richter | Nov 3, 2022 | Infor CRM

In 2022 the Internet Explorer Browser no longer works with Infor CRM Mail Merge. Infor has released a new Addin that is not dependent on any Browser. It works directly with Microsoft Word.

Using Activity Types in Groups

by Dale Richter | Oct 18, 2022 | Infor CRM

Have you ever tried to get the Type of Activity listed in your Group layout of a group that contains Activity fields?

Marketing Campaigns – Adding Targets in Infor CRM 8.3

by Dale Richter | Apr 20, 2022 | Infor CRM

I have recently discovered an issue with Adding Targets to a Campaign in Infor CRM 8.3, Using Chrome as my browser. When you try to add Targets, you see the spinning icon as if it is trying to add the Targets. However, it just continues to spin and never stops.

Realigning Activities in Infor CRM SLX

by Dale Richter | Mar 31, 2022 | Infor CRM

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

by Dale Richter | Jan 19, 2022 | 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 […]

Adding a SQL Value to a Mail Merge Using the New Infor CRM Mail Merge Addin

by Dale Richter | Jan 11, 2022 | Infor CRM

If you have tried the new Infor CRM Mail Merge addin from Infor, you may have noticed you cannot insert the Account Manager of an Contact into the Mail Merge document. You also cannot add Custom Fields from Custom tables. There is a resolution – create a new SQL value field in the Word Addin […]

Troubleshooting Build/Deploy in Infor CRM

by Dale Richter | Apr 14, 2021 | Infor CRM

Troubleshooting your build/deploy on your Infor CRM System.

Error Loading Import file in Infor CRM: This Request Exceeds the Size Limit

by Dale Richter | Feb 15, 2021 | Infor CRM

This request exceeds the size limit set by your administrator and failed to upload

Cleaning up Picklists with Duplicate Entries in Infor CRM

by Dale Richter | Feb 4, 2021 | 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

Running SQL Queries in Infor CRM

by Dale Richter | Jan 18, 2021 | Infor CRM

In this short video, I will show you how to run Sql Queries using the Infor CRM Administrator program.

Adding a Graphic to a Crystal Report in Infor CRM

by Dale Richter | Nov 17, 2020 | Infor CRM

Did you ever wonder how to add a graphic into one of your reports in Infor CRM?

‘Too Many Requests’ Error When Logging Into Infor CRM via Ming.le

by Dale Richter | Oct 30, 2020 | Infor CRM

Too Many Requests when logging into CRM when Ming.le is enabled and using a Chrome Browser.

Looking up Records in Creatio

by Dale Richter | Oct 27, 2020 | 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 […]

Dashboard Widgets Using Opportunity Stage in Infor CRM

by Dale Richter | Sep 11, 2020 | Infor CRM

When I create Dashboard Widgets that are using the Opportunity Stage, they are not showing the correct Stage. How do I fix that?

Marketing Campaigns for Infor CRM – Video Series Coming Soon

by Dale Richter | Aug 21, 2020 | Infor CRM

Have you wondered how Marketing Campaigns work within Infor CRM?

Opportunity Errors in Infor CRM v8.3.06

by Dale Richter | Aug 19, 2020 | Infor CRM

Have you ever had an Opportunity that you were unable to update due to Errors when trying to Save the record?

Increasing Number of Records Exported in Infor CRM

by Dale Richter | Aug 6, 2020 | Infor CRM

Have you tried to export records from a Group, only to find that Infor CRM will export only a portion of your records?

Increasing Attachment Size in the Infor CRM Web Client

by Dale Richter | Jun 25, 2020 | Infor CRM

"How do you increase the Attachment Size for the Infor CRM Web Client?"

Your Guide to Adding Contextual Apps in Infor Ming.le

by Dale Richter | May 15, 2020 | Infor CRM

This information is current as of May 13, 2020. Your Guide to Adding Contextual Apps to Infor Ming.le Adding a contextual application widget to Infor Ming.le: In order for the contextual Opportunity Status widget to display in the Infor Ming.le sidebar pane within Infor CloudSuite CRM you must publish and enable the contextual application. […]

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