Infor CRM

Infor CRM (formerly Saleslogix) Articles, Product News, and Information

Upgrading Infor CRM Mobile from Version 3.x to Version 4.0

If you’re using Infor CRM Mobile version 3.x, without question you should consider upgrading to version 4.0. Version 4.0 has a completely new UI that is a huge improvement to Infor CRM Mobile. It’s a more modern look and feel, but greatly improves the user experience as well. However, the upgrade from mobile 3.x to […]

Infor CRM Mobile 4.1 coming soon -Critical patch included

Infor CRM Mobile 4.1 has been announced and will be available within the next few months.  A critical 4.0 bug fix is included which impacts all devices running the latest Apple IOS 13 where the calendar controls do not work correctly.  Customers who are experiencing this issue now can report this to Infor and get […]

Infor CRM 8.4.03 will include Forecasts & Quotas

Included in the next release of Infor CRM is an all-new Forecasts and Quotas capabilities.  Many customers have been asking for this and it will part of the next update, 8.4.03 for the web client.  Managers can establish a goal for a specific user or team of users and then track their progress towards achieving […]

LookupPreFilter Operators in the Infor CRM web client

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 […]

Did my SData portal deploy correctly?

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 .

Phone Formatting in Editable SData Grids in 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 […]

Infor CRM 8.4 Update 01 highlights

  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 […]

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