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 – […]
Recently I had a user ask if they could bind an attachment to a specific Activity within Infor CRM??
There is a tool within Infor CRM to align Accounts to different Account Owners. It is called Territory Realignment. There is a tool in Infor CRM to globally replace data in Contact/Account Fields. But, I cannot find a way to update Lead ownership within Infor CRM. How is this accomplished in the interface?
I had an Administrator ask me for the steps they needed to take in order to remove a user from the Infor CRM system.
Recently an Infor CRM administrator contacted me in regards to many of their textboxes for Notes in the Infor Client. The issue was that when typing in the Notes fields, the text would continue on and on in one straight line, rather then wrapping to the next line. They want to know if there was a way to wrap that text?
Question:How do I make sure my Base Directory is set correctly on Infor CRM ? Recently I had a customer that had created a backup of their LIVE database and restore it for testing purposes. When they restored the database and deployed, they did not check the base directory settings for the Slxclient in the IIS settings. It was still pointing to the LIVE database server and deployed to the server. All changes made to the database by users wer...
I had a user ask how to fix a corrupt picklist. The picklist did not show any values when trying to edit the picklist values in the Administrator section of the Web Client . You are able to add a new entry and it shows up in the picklist, but the existing values are not there.
I had a user ask me what is the best way to figure out database statistics: 1. How many records are in my database? 2. What is the version of Infor CRM that I am running? 3. What Licenses do I own for Infro CRM?
This week I received a question about a particular picklist. One of the picklist items, when chosen, would not show up in the field. If another item was chosen with it, the other item would show up, but if you went back into the picklist, the first was not checked. It was doing strange things and would not stick in the field.
When I run a Summary Report in Infor CRM to get a count of Licenses, it shows me my active user count. Is that the number of Licenses that I own??