Tag: Attachment

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Viewing Previously Run Reports in Infor CRM Web

When you run a report in the Infor CRM Web client, the request it passed to the job server, which runs the report and saves it as a PDF. This PDF is saved in the attachment folder defined for CRM and it also creates a record in the attachment table. This information can be used […]

Troubleshooting the Send SLX Option in Outlook for SalesLogix

When using the Send SLX button in Outlook to add an email history to a SalesLogix Contact you will see a simple interface asking if you want to attach the email to a particular contact and possibly save the attachments to the record. What happens if you are using the Send SLX button and you do not have SalesLogix open?

SalesLogix Folder Sharing

One of the requirements for sharing attachments and library files is a shared folder open to all SalesLogix users. Security on this folder should be set to full control. We usually test the shared folder

SalesLogix Attach Remote for SQL Databases

There are SalesLogix Remote user databases that apparently have a mind of their own and refuse to attach with the normal attachremote.exe. This is when you will need to open up the AttachRemote.exe in the admin mode which has more options for the remote user. Use the following...

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