QR codes can be useful and you might find a need for generating them inside of Infor CRM (Saleslogix). A QR code can represent a lot of different things, but in this article we will be creating QR codes that contain the URL to a record in the CRM web client (the value stored in […]
As of mobile 3.4, each entity has a model which describes the data to retrieve for it’s different views (detail, edit, list). The models can be customized in the same way as you register customizations for a view. In mobile versions previous to 3.4, you would use methods, such as querySelect to add a new […]
The Infor CRM implementation of a checkbox does not use a standard ASP.Net CheckBox control. Instead it uses its own control implementation that inherits from the CheckBox control. One of the things that I struggled with recently was how to both change the text showing with the CheckBox as well as change the color of […]
Customizing the Activity Dialog in Infor CRM to Default the Activity Location to the Selected Contact’s Address
Checking to see if the current user is on the same team as an account’s account manager is an easy task. Luckily, the User entity has a built-in business rule called GetUserTeamMembers which returns a list of OwnerJoin entities. For these OwnerJoin entries, the Child property will contain the Owner entity for each team member […]
The Account Associations tab in Infor CRM is made of a custom SmartPart that contains an SData DataGrid. Usually, when working with an SData Grid in Application Architect, you have editors that help you set up the columns and elements of the grid. However, since this is a custom SmartPart, you’ll need to edit the […]
In the Infor CRM (Saleslogix) Mobile client, dates in group lists are displayed as relative dates. You’ll see dates in the group list like “10 days ago”, “3 months ago”, or “a year ago”, and so on. This applies to future dates as well, seeing values like “in a month”. Example: Notice the relative dates […]
There is a small change needed for mobile customizations in Infor CRM (Saleslogix) Mobile version 3.3 and higher. It's a small change, but one that will prevent your customizations from loading if you don't make it.
When customizing the Infor CRM (Saleslogix) Mobile client, it's common for the ApplicationModule to grow very large as more and more customizations get added into it. This makes the code difficult to work with and very poorly organized. There are some better solutions to keep your code nicely organized and easy to maintain.
Problem Showing All Area, Category, and Issue Values in Infor CRM (Saleslogix) Mobile And How to Fix
There is an issue with the Infor CRM (Saleslogix) Mobile client where, if you have a large list of Area, Category, & Issue values, not all of them will show in the lookup. This is caused by the fact that the out of the box AreaCategoryIssue lookup will retrieve only 200 rows, and, then filter the distinct list of these 200 rows to show the available area, category, or issue values. The problem comes into play when you have more than 200 rows ...
The blogs on customerfx.com go all the way back to 2003. There's years and years worth of information that we've accumulated and shared. Since the beginning of the Infor CRM (Saleslogix) web client, we've been posting and sharing what we've learned ever since. However, if you're just starting with developing & customizing the web client, it might be hard to know what to start reading. This post will contain an index of pos...
Showing and hiding tabs in the Infor CRM (Saleslogix) client should be an easy thing. It should be something you can do on demand, and any time, no matter where things are in the page life-cycle. You should be able to show or hide tabs based on changes in other controls on the detail form. The help in Application Architect describes creating a module, an external assembly that you can wire up for the portal to show and hide tabs and runtime. That...
Avoiding the Dirty Data Message When Programatically Redirecting to a Record in Infor CRM (Saleslogix)
I'm not a huge fan of bugging end users. I figure, if an end user clicked something, he or she meant to click it. However, that's not always the case. It's especially a good idea for destructive actions or for things that will make a lot of changes and you want to make sure before you pass the point of no return. If a user clicks something and you need to confirm the action with some sort of "Are you sure?" prompt, then it m...
In most places in the Infor CRM (Saleslogix) web client, it's pretty easy to use security roles. You simply add the role string to an "Applied Security" property and the rest is magic. But what if you need to get more granular than that? What if you need to access the roles at runtime and apply security to something that doesn't have an Applied Security property? What if you need to apply role security to individual controls on ...
Sometimes it’s the easiest things that can be a big barrier to entry for getting started with something. I was reminded of this recently with some forum posts on slxdeveloper.com. Something as simple as getting the ID value of the current record can get in the way of getting the real work done if you’re […]
Every so often we hear that a user can no longer add products to an opportunity whether it is a new opportunity or an existing opportunity. The add product plus sign is missing for no apparent reason.
A necessity for Saleslogix Developers. Below is an oldie, but a goodie. One of our most popular Developer focused videos on the Customer FX YouTube channel, "Installing Git - Git for the Saleslogix Developer Series", covers installing and configuring Git for new users, using Git Extensions, Github, and Git Extensions for Saleslogix.
Making mobile work the way you do. Saleslogix Mobile has many great features to help users who are out in the field, but sometimes you need a little bit more. Watch our second video in our Mobile Development series and learn how to implement custom fields.