Development | Customer FX

Infor CRM Getting Custom Entities Working with Activity Associations

by Kris Halsrud | Jan 18, 2023 | Infor CRM

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

by Kris Halsrud | Nov 3, 2022 | Infor CRM

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

by Kris Halsrud | Oct 13, 2022 | Infor CRM

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

by Kris Halsrud | May 3, 2022 | Infor CRM

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 […]

Creating a URL attachment for Infor CRM

by Kris Halsrud | Dec 17, 2021 | Infor CRM

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

Issue Creating Activities via the Infor CRM Job Service

by Kris Halsrud | Jun 14, 2021 | Infor CRM

I recently ran into an issue creating a job in the Infor CRM Job Service portal that had a step to create an activity. When I ran the job I was receiving event log errors similar to the following: Sage.Platform.DynamicMethod.DynamicMethodException: An exception occurred executing the dynamic method Activity.OnCreate. —> Sage.Platform.Application.ServiceMissingException: Service Sage.SalesLogix.PickLists.IPickListService is not available ...

Extending the Infor CRM 8.4 Web Client Email Control

by Kris Halsrud | May 20, 2021 | Infor CRM

In a previous post I discussed how to extend the Email control in the Infor CRM web client to change the validation regex string that is used. In 8.4 this functionality changed and now no longer uses the same approach as before. Instead the email validation has changed to being contained within the Sage.Utility library. […]

Filtering the Dojo Lookup Control in the Infor CRM web client

by Kris Halsrud | Apr 7, 2021 | Infor CRM

When setting up a new dojo widget that utilizes the Lookup control (Sage.UI.Controls.Lookup) you are able to pass in the configuration options for the lookup. This includes things like the store, or sdata feed that the lookup will use, what columns show in the lookup, and also filters on the lookup. These options are passed […]

Fixing Timeless Activity Displays in the Infor CRM 8.3.09 Web Client

by Kris Halsrud | Mar 28, 2018 | Infor CRM

In the Infor CRM 8.3.09 web client timeless activities in the sdata grid display their dates as one day off due to UTC offset incorrectly being applied to these records. The sdata grids all inherit from the Sage.UI.Controls.GridParts.Columns.DateTime widget. Because of this we can fix the base widget function returning the incorrect date value and […]

Breaking Change on the LeadSearchAndConvert.ascx.cs file in Infor CRM 8.3x

by Kris Halsrud | Oct 7, 2016 | Infor CRM

Breaking Campaign Target Logic In older version of the custom smart part LeadSearchAndConvert, there is code in the ConvertLeadToNewAccountAndContact method that converts lead campaign target data into the newly created contact record. In older version this code look like: In 8.3 that Lead business rule no longer exists. Instead there is a new method in […]

Extending the Infor CRM (formerly Saleslogix) Web Client Email Control for Better Validation

by Kris Halsrud | Dec 16, 2015 | Infor CRM

How to extend the Infor CRM (formerly Saleslogix) email control in the web client.

Adding an Address lookup to the Account Assets add edit view in Infor CRM8.1 (Formerly SalesLogix)

by Jason Buss | Sep 28, 2015 | Infor CRM

In today's post, I'll be outlining a procedure to add an Address field to Account Asset (Product) record. To add an address field to Account assets (products) that allows a user to define an existing Account Address for an Asset (AccountProduct) record. The addressed will be stored in the AccountProduct.Userfield1 field.

Better Code Organization for Infor CRM (Saleslogix) Mobile Customizations

by Ryan Farley | May 5, 2015 | Infor CRM

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.

Index of Posts for Starting with Infor CRM (Saleslogix) Development

by Ryan Farley | Dec 30, 2014 | Infor CRM

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...

Confirming Actions With an "Are you sure?" Prompt in Infor CRM (Saleslogix)

by Ryan Farley | Nov 18, 2014 | Infor CRM

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...

Using a Test Plan

by George Jensen | Mar 13, 2014 | Infor CRM

So you have approved the Statement of Work (SOW) for some modifications and are awaiting the delivery of the bundles from Customer FX. The next item you should be working on is a solid test plan. There are several ways to create a test plan and my intent is not to guide you onto any […]

Creating a Saleslogix Ticket Pretty Prefix and Suffix in External Applications

by Ryan Farley | Feb 28, 2014 | Infor CRM

Some entities in SalesLogix, such as Tickets, use a "pretty key" as an easier to use value to reference the record. These pretty keys take a SalesLogix table ID value and then create a value like 000-00-1234. If you are creating an external application with this functionality, you'll need to be able to create these pretty keys there as well.

Evaluating strings in C# Code snippets

by Jason Buss | Dec 13, 2013 | Infor CRM

When checking for two (or more) different values for a property in a code snippet, you can't simply look at the string values without an error being thrown. For example: Sage.Entity.Interfaces.IAccount acc this.BindingSource.Current as Sage.Entity.Interfaces.IAccount; if (acc.type != "Customer" || acc.type != "Prospect")

Introducing the SalesLogix Mobile Developer Toolkit

by Ryan Farley | Nov 13, 2012 | Infor CRM

I am very pleased to announce a new & free open source tool from Customer FX named the SalesLogix Mobile Developer Toolkit. This toolkit will make your life easier when working with the SalesLogix Mobile product and provide automation to some of the tedious tasks you have to complete before you actually get to start writing code. Let's take a look.

Passing Connection Information from SalesLogix Web to Another Website

by Ryan Farley | Dec 22, 2011 | Infor CRM

When integrating another system, application, or website with SalesLogix there are many options. If you're need to make connections to the SalesLogix database via the provider using user credentials you either need to prompt the user for login (again) or you can pass the connection information along to the other system.

Tag: Development

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