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??
I had a question from a user the other day about a Boolean field they had created and added to a screen. After creating the field and building and deploying they were getting an error in the Infor CRM web client. The error was referencing the Boolean field not being the correct field type.
I had a user ask why they could not access a Salelogix opportunity when they clicked the hyperlink from the Account Opportunity Tab. It would flash to the Detail View and then go blank.
Question: Is it possible to set a parameter for file attachment size and timeout in Salelogix? If so, where is that setting located?
How can I default the formatting of columns in my Saleslogix groups?
Recently, I had a customer that wanted to get a list of Account Assets and the Contact associated with them. They wanted to know how to build the group.
How can I add, edit or delete Activities for another user in Saleslogix??
This Saleslogix Training webinar will show the Admin user how to add New Products into the database.
This SalesLogix Training webinar will show the user how to fulfill Literature Requests.
This SalesLogix Training webinar will demonstrate to the Administrative User, how to create a New Literature Item for use when adding a Literature Request.
This SalesLogix training webinar will show the user how to create, edit and delete notes from a Contact record.
In this webinar I will show the Admin user how to add a Textbox onto the Account Detail view in the SalesLogix Web Client.
This SalesLogix Training webinar will look at Saleslogix Cloud Administration options for Picklists.
In this SalesLogix Training webinar the user will learn to manage roles in the SalesLogix Web Client.