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.
In order for Infor CRM to function properly, there are several ports you will need to make sure are open between all CRM servers.
In order for the connection the CRM database to work, sysdba specifically needs to have only the public user role, and have Master as the default database.
When editing the Data Link in Infor CRM, any change to the Connection tab will reset Persist Security Info on the All tab to False.
The Infor CRM web client is an HTML site published through IIS web server, and can be accessed through any current web browser.
If Xbar refuses to install on a new computer, it may be possible to install Xbar by copying the entire folder and registering the slxotl32.dll file.
In the event of a failed install, it may be possible to add Xbar to Outlook manually.
When configuring Infor CRM software, it is sometimes desirable to use a file system deployment and manually configure IIS.
If you ever need to change the service account for Infor CRM software after you have set up Infor CRM, there are three places you need to change it.
If Xbar is consistently disappearing from Outlook, you can add values to the Windows registry to stop if from becoming disabled.
If you are running Infor CRM web client using separate app and web servers, you will need to make sure config file references are pointing to the application server.
If the Infor CRM client site will not display on a cloned web server, it may be necessary to set the IIS application pool identity to a local account, and then set it back to WebDLL.
You can create and manage the Groups that appear in Infor CRM software using the Manage Groups and Add Groups tools in the upper-right-hand corner of the entity's page in CRM web client.
If a user's account becomes locked in Infor CRM software, you will need to log on using the admin account to unlock it.
Infor CRM software is designed to handle the time zone without user intervention, but occasionally there are issues that force users to be aware of it.
The actual hardware specs needed by an Infor CRM server vary widely, depending on how it is used. But Infor does provide some recommendations.