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 […]
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 your build/deploy on your Infor CRM System.
This request exceeds the size limit set by your administrator and failed to upload
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
In this short video, I will show you how to run Sql Queries using the Infor CRM Administrator program.
Did you ever wonder how to add a graphic into one of your reports in Infor CRM?
Too Many Requests when logging into CRM when Ming.le is enabled and using a Chrome Browser.
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 […]
When I create Dashboard Widgets that are using the Opportunity Stage, they are not showing the correct Stage. How do I fix that?
Have you wondered how Marketing Campaigns work within Infor CRM?
Have you ever had an Opportunity that you were unable to update due to Errors when trying to Save the record?
Have you tried to export records from a Group, only to find that Infor CRM will export only a portion of your records?
"How do you increase the Attachment Size for the Infor CRM Web Client?"
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. […]
If the install file is not in the correct path, the button to install Xbar will not work.
Recently, I request from Infor CRM a list of Literals that can be used when build queries in the Query Builder.
Recently I had a customer with a specific user that had a filter stuck on one of their Account Groups.
Unable to Run jobs in the Job Manager
Plugin Types have not changed but a few have been added since Ryan’s Post in 2005. Here is the most current list. Infor CRM Plugin Types 0 – Process 1 – Sales Process 2 – Scripts, Basic (Legacy) 3 – Views, Sales (Legacy) 4 – Profiles 5 – Scripts, SQL 6 – System Reports 7 – […]