back to top

Can you or Should you merge Contacts and Accounts on a SalesLogix Remote Database??

 Question:

We are on 7.2.2 LAN with Remote Users and 1 Remote Office.  What is
the conventional wisdom regarding allowing remote users (Remote Office
and/or Single user Remote Databases) to Merge Account and Contacts?  The
 SalesLogix application doesn’t seem to care in that it allows it, but
are there gotcha’s in there or should it always be performed on the host
and/or by the admin role?

Answer:

Not recommended. If possible always do this (and other db maintenance) on
the main SalesLogix database. Disable the capability via the SalesLogix Administrator to prevent remotes
from doing this. 

 

Think of the full sync cycle and what is happening here:

  A
– If you merge on a remote.. the changes have to go back in (and
hopefully within the conflict resolution window timeframe) and interact
w/all other changes coming back in.

  B – If someone else has
touched one (or more of the merged records) you will hit conflict… and
probably lose their changes.

  C – It has to update the main

  D – Changes then sync back out to remotes

 

 

Contact Customer FX for your CRM project
We let our expertise speak for itself - let us know how our all-star team can help on your CRM project
About the Author

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

Exploring AI Options for Infor CRM v10

I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to implementation considerations, costs, and practical use cases.

Infor CRM SLX 10.0: Delegate Ownership Changes for “Everyone” Records

Learn how the new EveryoneOwnerAssignment secured action in Infor CRM SLX 10.0 allows designated users to change ownership of Everyone-owned records without requiring Administrator access.

Related Articles

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

Exploring AI Options for Infor CRM v10

I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to implementation considerations, costs, and practical use cases.

Related Videos