Basics | Customer FX

Requirements for Documents Folder in Infor CRM

by Dan Ramsey | Feb 15, 2022 | Infor CRM

You can set up any shared folder as the Documents folder, as long as all CRM users are able to reach it.

Infor CRM Web Client

by Dan Ramsey | Mar 19, 2021 | Infor CRM

The Infor CRM web client is an HTML site published through IIS web server, and can be accessed through any current web browser.

Edit a Picklist in Infor CRM (Saleslogix)

by Dan Ramsey | Sep 12, 2017 | Infor CRM

In order to make global changes to a picklist that apply to all users, you must use the Architect program.

Unlock an Infor CRM (Saleslogix) User

by Dan Ramsey | Jul 20, 2017 | Infor CRM

If a user has too many unsuccessful attempts to log in to Infor CRM (Saleslogix), their account will be locked. The user may be unlocked as follows:

Disabling UAC when installing Infor CRM

by Dan Ramsey | Dec 23, 2016 | Infor CRM

When installing any Infor CRM product, it is important to make sure User Account Control settings are disabled.

Error: StringConverter cannot convert ‘String’ to ‘Boolean’

by Jason Buss | Jan 3, 2014 | Infor CRM

This error usually occurs because an entity property is set as the wrong datatype for it's underlying field. This happens because when adding a new entity from an existing table, it doesn't create those boolean properties correctly. This is not an uncommon issue. In fact, it comes up all the time and I'm sure it's been mentioned on this site before. I just wanted to re-iterate the issue and include some screenshots to demonst...

Basics – Ticket Activity Support – SalesLogix LAN

by Jason Buss | Jun 3, 2011 | Infor CRM

In this post I'll outline some of the functionality available to you in the Standard Ticket Activity support script for SalesLogix LAN. As with the other built in SalesLogix scripts, access to this functionality allows you the ability to control the various processes regarding ticket activities. Most of these functions and methods deal with populating the activity and history tables.

Web Basics – Using the UserService in a Code Snippet Action Item.

by Jason Buss | Nov 15, 2010 | Infor CRM

It's easy to access the UserService interface from a Code Snippet Action item in the SalesLogix web client. For this example, I'm just going to add a button on account detail which will launch a DialogService message with the current user.

Basics – Setting filters in the OpenDialog common dialog

by Jason Buss | Oct 27, 2010 | Infor CRM

I wanted to run through quickly how to set filters when using the OpenDialog in the SalesLogix LAN client. When using OpenDialog, it's nice to be able to define filters so that your users only see the type of file that you want them to open. This is really easy to set up.

Building a query-based lookup in SalesLogix Lan / Using SLX_Common to build query strings

by Jason Buss | Sep 20, 2010 | Infor CRM

I've previously posed about a number of useful functions available to you within the SLX_Common script in the LAN version of SalesLogix. I'd like to go a little further in-depth about a couple of functions which are helpful for creating new SQL Query strings. In a recent project, I needed to build a query interface similar to what you find in standard opportunity products view. The SLX_Common script holds a couple of functions that I ...

Useful Functions from the SLX_Common script (SalesLogix LAN)

by Jason Buss | Jul 19, 2010 | Infor CRM

The SLX_Common script included in SalesLogix contains a number of simple, yet useful, functions that you can use within your own functionality to save yourself some time by not having to reinvent the wheel each time you need some simple functionality.

SalesLogix basics – Easy Data access in SalesLogix LAN

by Jason Buss | Jun 22, 2010 | Infor CRM

In this basics article, I wanted to outline the use of include scripts within the SalesLogix LAN client. Specifically, I'm going to look at the standard SLX Database Support script.

Hiding controls and control labels via code in the SalesLogix Web Client.

by Jason Buss | Apr 12, 2010 | Infor CRM

This is a minor item, but one I always seem to forget, so I thought I'd throw it up here quick as a reference... On occasion in the web, I want to hide a particular control instead of removing it. If I set this via code snippet in the onload event of the form, it's a simple matter of just including the line .Visible = False. If this is all you do, the caption of the control will still display even though the control itself is hidden.

SageCRM – Building Workslips Part 1

by Jason Buss | Oct 28, 2009 | Infor CRM

Over the next few weeks, I'll be posting a walk-through which will outline building a Workslips module for Sage CRM. In this part, I'll cover creating a new table, and defining fields in that table. We're going to start with creating new table structure to hold basic Workslip information. First we have to define the Workslip table. In Sage CRM, got to Administration->Advanced Customization->Tables and Databases and then click ...

FieldTypes in Sage CRM

by Jason Buss | Oct 14, 2009 | Infor CRM

I wanted to take this post to outline some of the common field types that are available within Sage CRM, for anyone new to development within Sage CRM. These are definedunder the Fields tab under Administration/Customization/{EntityName}.

SageCRM Tip – Editing screen definitions – Screen contents missing from screens

by Jason Buss | Sep 17, 2009 | Infor CRM

On the last Sage CRM project I worked on, I ran across a little issue with the CRM interface which was causing me a bit of a headache. I was working with a couple of screens I had defined for a custom entity. These screens were similar, so I was doing a lot of comparing one screen to another. Every once and a while, I would notice that the screen contents would disappear from the screen I was reviewing, and I would end up having to rebuild the...

Using Picklist data revisited

by Jason Buss | Aug 12, 2009 | Infor CRM

Back in January, I posted about the SalesLogix picklist data structure, and outlined how to use the data found in the picklist table to populate other controls such as comboboxes and listboxes. You can find that article here.) If you are performing customizations to version 7.2 or later of SalesLogx, this processes can be greatly simplified by using Application.Picklist instead of directly querying the database.

Using SQL views to incorporate external data into SalesLogix customizations

by Jason Buss | Aug 5, 2009 | Infor CRM

Did you know that you can include SQL views in SalesLogix? This can be a very handy method to include data that is not normally part of SalesLogix. It is important to note, that these changes are not sync-aware. However if you are running SalesLogix LAN in a network only environment, this can be a helpful way to include data from external sources.

Populating AutoComplete Strings

by Jason Buss | Jul 1, 2009 | Infor CRM

I recently had a project which required me to populate the strings collection in an AutoComplete control from data contained in the database. I wanted to take a second to outline how I populate the control's strings, as well as create a reusable script to simplify the process in the future

Using the Forms collection in the SalesLogix LAN client

by Jason Buss | Jun 24, 2009 | Infor CRM

From time to time, you may find that you want to reference a control or script on a form other than the one you are currently on. This can be done easily using the Forms collection in SalesLogix.

Tag: Basics

Content Type