It is possible to clear the user settings in the CRM LAN client (formerly SalesLogix) using a SQL query.
It might not be obvious in Infor CRM whether or not the SData portal has deployed correctly. If testing from the web server, the default address to test Sdata is localhost:3333/sdata/system$/adapters .
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 […]
32-bit versions of Microsoft Office 2013 and 2016 able to integrate with Infor CRM. But not Home & Business edition or Business Essentials.
Infor CRM Xbar v1.3.9 is ready for download on the Infor Support Portal (formerly Infor Xtreme). There are many fixes in the new release, which we hope will lead to a smoother user experience. Check out the fixes below and let us know if you have questions. Prerequisites Before installing Xbar, you must: Ensure […]
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 […]
Versions of Xbar that work with Infor CRM 8.3 or 8.4 are compatible with locally installed versions of Outlook 2010, 2013, and 2016 (with some exceptions).
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 […]
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.
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.
Fix for Concurrent User licenses not being released after applying update 08, 09 or 10 for Infor CRM 8.3
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 […]
Chrome 70 (released mid-October 2018) can cause issues with Infor CRM (Saleslogix) web client.
Here are two more drastic option to reinstall or repair Xbar, which clear out data that is not touched by other methods.
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 […]