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 […]
Adding support for attachments to a custom entity in Infor CRM Web is a pretty simple task as long as you know what the steps are. Luckily, the out of the box attachments SmartParts is built in a way to make it work with new custom entities without customization. It takes only 2 easy steps. […]
I recently had a client that needed to use server-side code to export a report to a PDF and add as an attachment to a record. There’s some tricky code to do this, so I decided to wrap it up in a reusable and open source assembly. Take a look at the open source FX.ReportUtility […]
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?
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
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...