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Tag: Custom Loader Module

Excluding Reports from the Reports List in Infor CRM

In the Infor CRM (Saleslogix) Web client, users can go to the Reports section to see the full list of reports that are available. However, some reports, you might not want to have available there. For example, at times, you might build reports that serve a certain purpose, that you run via code from somewhere in the system. If...

Preventing User Clicks During Postbacks with a Shield in the Infor CRM Web Client

When a postback occurs in Infor CRM (Saleslogix), there is a small circular loading icon that appears in the top, title/menu area of Infor CRM. However, for long postbacks, it doesn't prevent users from still clicking or changing things during this postback. If the user does this, when the postback returns, things they might have clicked or changed will...

Loading Custom Javascript and Style Files in Infor CRM (Saleslogix) Web Without Modifying Master Pages

Usually when you create custom Javascript or CSS stylesheet files for Infor CRM, you have to modify the master pages to load your scripts or stylesheets. The problem with this is that you've now touched one more thing that you need to worry about in an upgrade. There's a lot of stuff going on in those master pages and...

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?

Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.

Build Your Creatio AI Skills with the 2026 AI Summer Program

Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.