Kris Halsrud | Customer FX

Infor CRM Getting Custom Entities Working with Activity Associations

by Kris Halsrud | Jan 18, 2023 | Infor CRM

How to get the activity association functionality in Infor CRM to actually work with custom entities.

Infor CRM Web Client v9.0- List View KPIs

by Kris Halsrud | Nov 3, 2022 | Infor CRM

A brief overview of the new list view KPIs found in the new Infor CRM version 9.0 web client.

Displaying Date/Times Correctly Using the User Timezone in the Infor CRM Web Client

by Kris Halsrud | Oct 13, 2022 | Infor CRM

How to return the correct browser date/time equivalent values when running server-side code in the Infor CRM web client.

Infor CRM Web Client Merging Account Error

by Kris Halsrud | Aug 11, 2022 | Infor CRM

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

by Kris Halsrud | May 3, 2022 | Infor CRM

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 […]

Creating a URL attachment for Infor CRM

by Kris Halsrud | Dec 17, 2021 | Infor CRM

How to add a URL attachment in the Infor CRM web via server-side code

Entity Event Installation Bug in the Infor CRM 8.5 web entity model

by Kris Halsrud | Sep 15, 2021 | Infor CRM

I have recently come across a bug a couple of times now that I thought important enough to discuss to hopefully help others from pulling out all of their hair trying to troubleshoot an issue that never should have become a problem. The issue is that entity events (OnBeforeUpdate, OnCreate, etc.) never seem to get […]

Scheduling Activities against Entities in Infor CRM 8.4.04

by Kris Halsrud | Jun 30, 2021 | Infor CRM

Explaining the new Activity intterface in Infor CRM 8.4.04 web client and how the entity property Can Associate Activity is important to have properly set.

Issue Creating Activities via the Infor CRM Job Service

by Kris Halsrud | Jun 14, 2021 | Infor CRM

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

by Kris Halsrud | May 20, 2021 | Infor CRM

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

by Kris Halsrud | Apr 7, 2021 | Infor CRM

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 […]

Where the IOBOX Database Connection Definition is Stored for ION Integration with Infor CRM

by Kris Halsrud | Oct 28, 2020 | Infor CRM

Somewhere along the magical trail of breadcrumbs that leads you into the world of an integrated ION Infor CRM system, you define the location of the IOBOX database. This is the intermediate database that ION actually reads and writes to. This configuration is done initially using the set-up tools. If you have to change this […]

Issue Clearing the Picklist Cache in Infor CRM 8.3.09 Web Client

by Kris Halsrud | Oct 21, 2020 | Infor CRM

I recently discovered an issue with a client who was on the 8.3.09 version of the Infor CRM web client. They were unable to see new picklist items that had been added to various picklists. The way that picklists operate in the web client is that initially a query is made to the database to […]

Record Hyperlinks and Calculated Fields Containing Slashes in the Infor CRM LAN Client

by Kris Halsrud | Sep 1, 2020 | Infor CRM

This article outlines an issue with using calculated fields to construct the Infor CRM LAN client hyperlink string due to issues using forward slashes in calculated fields.

Disabling Asset Creation in the Infor CRM Web Client

by Kris Halsrud | Aug 26, 2020 | Infor CRM

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 […]

Issues with Script Includes on Quick Forms in the Infor CRM 8.4.03 Web Client

by Kris Halsrud | Jul 8, 2020 | Infor CRM

Discussion of issues with include script attributes on quick forms in the Infor CRM web client.

Updating the Infor CRM 8.4.03 Web Client Appearance

by Kris Halsrud | May 6, 2020 | Infor CRM

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

by Kris Halsrud | Jan 30, 2020 | Infor CRM

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 […]

Infor CRM: Error creating manifest by project differences. “hexidecimal value 0x00, is an invalid character”

by Kris Halsrud | Sep 6, 2019 | Infor CRM

Infor CRM Web: Error creating manifest by project differences. “hexidecimal value 0x00, is an invalid character"

Phone Formatting in Editable SData Grids in Infor CRM

by Kris Halsrud | Jul 23, 2019 | 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 […]

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