Bpm’online recognized for the 5th time. The CRM Watchlist for 2019 recently announced it’s winners and bpm’online once again made the cut. Out of the 73 competitors, 12 were chosen based on a myriad of criteria: Interested in learning more about bpm’online? Visit our bpm’online product page, sign up for a free trial, or drop us a line. […]
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 […]
I found that there is an override method to the normal Field Level Security implementation in the Infor CRM web client that will override the normal team/user based field level security for a record. The Field Level security is implemented in the class Sage.SalesLogix.Security.FieldLevelSecurityService. Within that class there is an override method AccessForPropertyBoeOverride. One of […]
When creating a bundle manifest recently, I needed to include new roles and secured actions. In the bundle actions area of a new manifest, there are options to add Role(s) and to add Secured Action(s). When adding roles, there is an option to "Include related secured actions", however selecting this options does not actually add the related secured actions.
Infor automatically backs up hosted CRM instances, but these backups are done mainly with an eye toward disaster recovery.
Big changes ahead when Infor CRM v8.4.01 Cloud is released. Infor has announced a big change to RDP access for customers and Business Partners coming with version 8.4.01 Cloud – namely that the access will be removed. Should a customer or Business Partner require RDP access they will now need to make a request and […]
When using recent versions of Infor CRM web client with the most recent version of Chrome, grids do not appear if you have any uncleared Alarms.
Description: The following information only applies if your Infor CRM system in NOT integrated with Infor Ming.le. After applying update 08, 09 or update 10 for 8.3 you will find that Infor has added a session state parameter to the SlxClient web.config file and have set the default value to 480. This parameter being added to the […]
Reserve your spot for this can’t miss webinar. This month Paul Greenberg, also known as the Godfather of CRM and author of “CRM at the Speed of Light”, is joining with bpm’online to discuss how to use CRM in a way that will align sales, marketing, and service. Developing alignment of these core areas of CRM […]
Chrome 70 (released mid-October 2018) can cause issues with Infor CRM (Saleslogix) web client.
You most likely do. Can you believe that in a couple weeks it will be Thanksgiving? Before you know it we’ll be ringing in the New Year. And while it may seem like it’s a ways off, now is the time to evaluate your CRM strategy to make sure that in 2019 you fully leverage […]
In the Infor CRM (Saleslogix) web client, the Lookup dialogs will default the search field to the first field in the lookup results layout. The operator will default to a default for the data type of the search field. However, this behavior can be changed with some Javascript on a lookup-by-lookup basis. Let’s say we […]
Here are two more drastic option to reinstall or repair Xbar, which clear out data that is not touched by other methods.
Important announcement for all InboxGuru users. InboxGuru sent out the following email this morning. Let us know if you have questions. Important Update: New IP Address to Whitelist Quick and Simple Happy Friday to all of you! We have a request for each of you before we begin the weekend. Please notify […]
The phone control in the Infor CRM (Saleslogix) Web Client format’s a phone number, when possible, and that’s really about all it does. What if you wanted to also make it so you could click the number to dial it. Other similar controls, such as the web address control, provides a button that you can […]
There are times that you might want to prompt a user in Infor CRM (Saleslogix) to make sure a click was intentional. I recently built an integration for a customer that allowed them to add or remove products from their WordPress/WooCommerce website by simply checking or unchecking a box in Infor CRM. I didn’t want […]
Expect to start noticing changes over the coming months. The Infor Xtreme Portal is getting a new name, and I think it’s about time. There is nothing “extreme” about it, so the name never made sense. It’s a support portal, where end users and Business Partners go to report issues, search the knowledge base, and […]
Troubleshooting why some activities could not be edited or deleted leads to a newly discovered data consistency issue with the USERNOTIFICATION table.
In the Infor CRM (Saleslogix) Web client, users can go to the Reports section to see the full list of reports that are available. However, some reports, you might not want to have available there. For example, at times, you might build reports that serve a certain purpose, that you run via code from somewhere […]
If SMB 2.0 caching used in Windows 10 is slowing down Infor CRM, it is possible to use the Windows Registry to effectively turn off this caching.
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