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 […]
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 […]
How to add a URL attachment in the Infor CRM web via server-side code
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 […]
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.
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 ...
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. […]
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 […]
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 […]
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 […]
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.
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 […]
Discussion of issues with include script attributes on quick forms in the Infor CRM web client.
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 […]
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”
Infor CRM Web: Error creating manifest by project differences. “hexidecimal value 0x00, is an invalid character"
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 […]
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 […]
In Infor CRM version 8.3.06 the Job Service can get stuck in Paused Mode. This is Fixed in version 8.3.08 and higher. If you run into this issue where all the jobs are stuck you can follow these steps to fix it: Shut down the Saleslogix Cache service Shut down the Saleslogix Job service Run […]
I had a customer request that the phone number column on the Infor CRM Participant tab of the Activity or History screens be formatted like phone numbers are elsewhere in the client instead of just a run together string of numbers. To do this you need to extend the ActivityEditorAttendeesTab widget. The easiest way to […]