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Tag: Development

Infor CRM 9.x Smart Part Style Definitions Defined

Understanding the new vs old appearance of the web client in system at version 9.0 and higher.

How to Retrieve Picklist Data in InforCRM: A Quick Guide

Learn how to efficiently retrieve picklist data in InforCRM, including a detailed explanation of the picklist structure, SQL queries for header rows and items, API usage, and custom scripting examples.

Working With Selected Rows in the Editable Data Grid in the Infor CRM SLX Web client

The editable grid allows for multi-selecting rows and then clicking a button to perform an action against them. Let's take a look at how to implement a custom button to do this. The first thing to do is to add a new Tool to the grid. In the quickform, click on the editable grid. In the...

Modifying the Infor CRM SLX Web Client Email Control’s Input Validation

In a previous blog post I detailed how to extend the Infor CRM SLX email control to have different validation rules about the kind of data that is considered a valid email address. Previously the email control had pretty rudimentary validation, only enforcing there was something before and after an @ symbol. Starting in version 8.5.0 the...

Saleslogix v9.1 Sales Library Functional Security Inconsistency

How to fix the inconsistent application of secured action rights to the visibility of toolbar buttons within the Saleslogix v9.1 Sales Library screen

Infor CRM Getting Custom Entities Working with Activity Associations

How to get the activity association functionality in Infor CRM to actually work with custom entities.

Infor CRM Web Client v9.0- List View KPIs

A brief overview of the new list view KPIs found in the new Infor CRM version 9.0 web client.

Displaying Date/Times Correctly Using the User Timezone in the Infor CRM Web Client

How to return the correct browser date/time equivalent values when running server-side code in the Infor CRM web client.

Hiding Speedsearch Based on a Secured Action in the Infor SLX CRM Web Client

In the standard web client there is a secured action called "Toolbar/Tools/AdvancedSpeedsearch/View" that gives you access to the Tools/Advanced Speedsearch menu item. That menu lets you open up the advanced Speedsearch search screen. However there is no such ability to prevent users from using the general Speedsearch functionality located in the upper right corner of the web...

Creating a URL attachment for Infor CRM

How to add a URL attachment in the Infor CRM web via server-side code

Infor CRM 10: Phone Number “Starts With” Search Not Working with Formatted Numbers

Infor CRM 10's Starts With search may fail to find phone numbers stored with formatting characters. Learn why this happens, how to identify affected records, and how to resolve the issue.

When Should Customer Service Use AI and When Should a Human Step In?

Most of us have experienced the frustration of needing...

Increase Attachment Size Allowed in the Infor CRM SLX Web Client

It is possible to increase Infor CRM SLX's limit on the size of a file that can be uploaded by editing values in web.config file.

A Closer Look at the AI Features in Infor CRM v10

Infor CRM v10 includes several built-in Generative AI features that go beyond a simple chatbot. Here's a closer look at AI Summary, AI Assistant, AI Newsfeed, and AI-assisted email drafting.

[Webinar] Infor CRM SLX Admin Essentials: Xbar for Web and Email Marketing

On Tuesday, September 15, 2026, Infor is hosting an...