Articles by Kris Halsrud

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Infor CRM Web Client Merging Account Error

If you are trying to merge accounts in the Infor CRM web client and you receive a popup stating: “You do not have the required security access for the selected records” This is caused by the web client validating the current user’s field level security against the security profile assigned to the user on the […]

Hiding Speedsearch Based on a Secured Action in the Infor SLX CRM Web Client

In the standard web client there is a secured action called “Toolbar/Tools/AdvancedSpeedsearch/View” that gives you access to the Tools/Advanced Speedsearch menu item. That menu lets you open up the advanced Speedsearch search screen. However there is no such ability to prevent users from using the general Speedsearch functionality located in the upper right corner of […]

Issue Creating Activities via the Infor CRM Job Service

I recently ran into an issue creating a job in the Infor CRM Job Service portal that had a step to create an activity. When I ran the job I was receiving event log errors similar to the following: Sage.Platform.DynamicMethod.DynamicMethodException: An exception occurred executing the dynamic method Activity.OnCreate. —> Sage.Platform.Application.ServiceMissingException: Service Sage.SalesLogix.PickLists.IPickListService is not available ...

Extending the Infor CRM 8.4 Web Client Email Control

In a previous post I discussed how to extend the Email control in the Infor CRM web client to change the validation regex string that is used. In 8.4 this functionality changed and now no longer uses the same approach as before. Instead the email validation has changed to being contained within the Sage.Utility library. […]

Filtering the Dojo Lookup Control in the Infor CRM web client

When setting up a new dojo widget that utilizes the Lookup control (Sage.UI.Controls.Lookup) you are able to pass in the configuration options for the lookup. This includes things like the store, or sdata feed that the lookup will use, what columns show in the lookup, and also filters on the lookup. These options are passed […]

Disabling Asset Creation in the Infor CRM Web Client

In the Infor CRM web client, when you Close and Win an opportunity one of the things that happens is the Opportunity Products on the Opportunity become Assets at the Account level. Several of our clients have asked how to turn off this functionality. Unfortunately it is not as easy as it should be to […]

Updating the Infor CRM 8.4.03 Web Client Appearance

The new skin applied to the Infor CRM 8.4.03 web client is a bit, shall we say, garish.  I have come up with a more subdued color scheme to avoid your eyes from bleeding too much while you work in the client. This is what the standard client looks like: And this is the updated […]

LookupPreFilter Operators in the Infor CRM web client

A long time ago I wrote about how to add a pre condition to a lookup control in the Infor CRM web client. I realized that I had not really specified the options when creating a new LookupPreFilter, specifically what options you have in the OperatorCode. When you add a lookup pre-condition at design time […]

Phone Formatting in Editable SData Grids in Infor CRM

In the 8.4 Infor CRM web client, if you add a phone number column to an SData grid it does not handle formatting phones that contain extensions. Phones that are just 10 digits format fine as (nnn) nnn-nnnn but if you add a phone value like “6515554444×123” that value does not show formatted but instead […]

Infor CRM 8.4 Update 01 highlights

  The Infor CRM 8.4 Update 01 release finally happened (again). A few of the highlights I got out of reading the release documents: In both the LAN and Web client: The Do not solicit field on the Contact Detail view is now selected by default. When creating a new contact, the default setting for […]

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