In Infor CRM SLX, you can edit pick lists either in the Administrator program or in the Administration section of the web client.
Though slightly changed in version 8.5, the procedure for applying an update for Infor CRM SLX within the same version has been largely unchanged for most of the 8.x versions.
The 01 update for Infor CRM SLX 8.5 converts Application Architect to a 64-bit program, which now requires its own connection to the database.
You can set up any shared folder as the Documents folder, as long as all CRM users are able to reach it.
It is advisable to set up a test instance of Infor CRM, so any prospective changes may be applied their first before being implemented in the live database on the production instance.
Infor CRM is not vulnerable to the log4j security exploit, but there are steps that can be taken to make some of its supporting programs more secure.
There are a few final tasks needed to get a new deployment of Infor CRM ready to use.
It is necessary to connect Infor CRM SpeedSearch to the database and run indexing before it will be operational.
When setting up new Infor CRM instance, it is advisable to check the Saleslogix Job Server and run a test job.
When setting up Infor CRM, you must set up Windows folder shares for Documents, Library, and possible Synclogs.
If you have enough memory, it is possible to set up the Infor CRM Job Server service for multi-threading, which will prevent a single hung job from blocking the entire job server from processing.
You can use the SQL console or a SQL command to shrink a Infor CRM SQL database log file that has grown too large, but be sure to back up the database first.
As I mentioned in last week’s post, using the Full recovery model in SQL in an Infor CRM database would prevent some data loss in the event of a database failure, but would require more careful management of the SQL logs. In today’s post, I will expand on that. When using the Full recovery model […]
In the SQL database for Infor CRM, you can set the recovery model to Simple or Full.
Password options is Infor CRM can be accessed by going to Tools > Options in the Administrator program, while a specific user's locked login may be unlocked by right clicking on that user and choosing Reset User Logins.
It is possible to create or edit mail merge templates in Infor CRM through the web client's Write menu.
Use the Write menu installed with Office Integration to run mail merge in Infor CRM web client.
Installing Office Integration allows you write emails and even mail merge personalized email to multiple recipients directly in Infor CRM web client.
Xbar Outlook integration for Infor CRM may be missing a search feature if it is not unblocked before running the installation.
In order for Infor CRM to function properly, Windows authentication must be enabled both globally and for the Admin user, and the Infor CRM Admin account must be linked to the Windows account used as the CRM service account.