Tag: Attachments
Where Does Infor CRM Store Documents?
Documents attached to entities in CRM are stored in a folder on the server. \SyncLogs\Documents and \Synclogs\Library are the normal paths to use.
Increasing Attachment Size in the Infor CRM Web Client
"How do you increase the Attachment Size for the Infor CRM Web Client?"
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 to view previously run...
Adding Attachments to a Custom Entity in Infor CRM (Saleslogix) Web
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. Let's take a look...
InforCRM V8.x Customer Portal File Attachment Upload Fails With Error 405
We had not seen this error in the InforCRM Customer Portal until recently, and the befuddling aspect was the SLXClient attachment upload worked perfectly. The Application Architect setup was checked and IIS was setup and running with the WebDll user running the CustomerPortal application and web pool.
Exporting a Report to a PDF and Attaching to a Record in Server-Side Code in Infor CRM (Saleslogix)
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 repository on Github:
Announcing the FX.ReportUtility Assembly
The...
Modifying an ATTACHMENT record when inserting an attachment into the SalesLogix web for a Sales Order
How to use the Entity model's events to change the way Sales Order attachments are linked to Accounts and Contacts
Attachments Missing After Creating A New SalesLogix Remote User Database
This problem is usually due to not setting the Send Attachments option when creating a new database
Viewing SalesLogix Attachments
There are times when the Attachments on the SalesLogix Lan and Web clients start to open slowly and the Attachments grid under the Accounts, Contacts, Opportunities, and Tickets take an eternity to open. Today we will explore methods to decrease that lag
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
