Exporting to Excel in Infor CRM (Saleslogix) Web Client
Exporting Infor CRM (Saleslogix) data as a Excel file is a fairly straightforward procedure, but it works differently depending on which data you are looking to export.
Edit a Picklist in Infor CRM (Saleslogix)
In order to make global changes to a picklist that apply to all users, you must use the Architect program.
Synchronization options in Infor CRM (Saleslogix) Xbar for Outlook
Xbar has the ability to sync contacts, appointments, and tasks between Outlook and Infor CRM (Saleslogix).
Prevent Infor CRM (Saleslogix) Test Environment from Attempting to Sync to Production Clients
When establishing a test environment for Infor CRM (Saleslogix), if synchronization is used, steps need to be taken to make sure the test serer does not try to write sync files to the same folder the production server is using.
Installing Xbar for Infor CRM (Saleslogix) and Outlook
If you are using a current or recent past version of Infor CRM (Saleslogix), the way to transfer data between CRM and Outlook is the Xbar application.
Unlock an Infor CRM (Saleslogix) User
If a user has too many unsuccessful attempts to log in to Infor CRM (Saleslogix), their account will be locked. The user may be unlocked as follows:
Retire a user in Infor CRM (Saleslogix) and reassign the license
In Infor CRM (Saleslogix), it is possible to retire a user using the Admin program. This frees up the user's license, and suspends the user from logging in to CRM, but preserves their history in the system.
How to Ensure a Database on an Infor CRM (Saleslogix) Cloud Instance is Backed Up
When you replace the production database on an Infor CRM (Saleslogix) Cloud instance, you must take steps to make sure the restored database can be backed up by Infor’s automated backup process.
Restore an Upgraded Infor CRM (Saleslogix) Database to an Infor Staging Instance
When creating a cloud staging instance, it is possible to replace the Infor-provided database with a copy that has been upgraded elsewhere.
SQL for Infor CRM 8.3.x
When we are assisting clients with an upgrade or new installation of CRM, we are frequently asked what version of SQL should be used.
Reset a user’s layout settings on the Infor CRM (Saleslogix) Web Client or Mobile Client
In Infor CRM (Saleslogix) It is possible to use Application Architect to delete these Web Client customizations, resetting the client to it’s original layout.
Re-register Infor CRM Xbar .DLL files.
It is possible for the .DLL file that supports Xbar to fail, in which case the Command Prompt must be used to unregister and reregister the file with Windows, to get it working again.
Infor CRM and Internet Explorer Security Settings
In order to have the web client work properly in Internet Explorer, it is necessary to change two settings in the Internet Options Security tab.
Disabling UAC when installing Infor CRM
When installing any Infor CRM product, it is important to make sure User Account Control settings are disabled.
Remove Items from Write Menu in Infor CRM Web 8.x
In order to delete unused templates from the Write menu, it is necessary to delete these items in the Windows registry.
SalesLogix Job and/or Web Services Fail to Start
Domain Group Policy can overwrite the ability of some Infor CRM components to log on as a service.
Infor CRM 8.2 Web Client Fails to Delete Attachment
When attempting to delete and attachment using the Infor CRM 8.2 Web Client, you may get an error that the "requested value 'Modified' was not found." This occurs when values for RemoteAttachments.Status in the underlying database are not correct.
Infor CRM 8.1 Web Client Not Compatible with Chrome Touch Screen Drivers
We were recently contacted by a client who had a user unable to log in to the Infor CRM web client. The user was logging in with Chrome on a Microsoft Surface tablet device. As it turns out, the Infor CRM 8.1 web client is not compatible with Chrome’s touch screen drivers.
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Infor CRM (Saleslogix) 8.3 Compatibility Matrix
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