You can view the errors logged by Infor CRM by looking at the Application log in the Windows Event Viewer.
It is possible to clear the user settings in the CRM LAN client (formerly SalesLogix) using a SQL query.
It might not be obvious in Infor CRM whether or not the SData portal has deployed correctly. If testing from the web server, the default address to test Sdata is localhost:3333/sdata/system$/adapters .
The Attachments tab lets you upload documents for an entity to be stored on the server, and allows a user to later download the documents to their own computers.
There are many possible reasons Infor CRM (Saleslogix) can be slow. Here are a few possible causes worth looking at.
When creating a report in Infor CRM (Saleslogix) that filters based on date, the options can be a bit tricky. Luckily, most of tables and columns in the underlying SQL database are named fairly intuitively.
Exporting Infor CRM (Saleslogix) data as a Excel file is a fairly straightforward procedure, but it works differently depending on which data you are looking to export.
In order to make global changes to a picklist that apply to all users, you must use the Architect program.
When establishing a test environment for Infor CRM (Saleslogix), if synchronization is used, steps need to be taken to make sure the test serer does not try to write sync files to the same folder the production server is using.
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:
When installing any Infor CRM product, it is important to make sure User Account Control settings are disabled.
I've pushed version 1.2 of Sublogix to NuGet. There's some changes in how the custom entity templates are created by default. In previous versions of Sublogix, the custom entity templates used the display names for tables and fields in SalesLogix to create classes and properties. This caused several problems which this version addresses
The SalesLogix Group Explorer has become a widely used tool for tracking down issues with SalesLogix groups, allowing you to see the group definition, conditions, layout, and underlying SQL for any SalesLogix group. Best of all it's a free tool. This tool has been updated to work on 64-bit computers as well as all versions of SalesLogix from version 7.2 up to the most recent version 7.5.3.
Ever since Sage released their official SalesLogix community website & forums, I've wanted a better way to search and browse the forums. I've been working on a desktop client that does just this in a better, faster, and more efficient way. So, I'd like to announce the public release of Community Explorer.
The Account Hierarchy for SalesLogix Web module has a new home. I have moved the source to Github to make a public repository for the code and make it easier for others to get the latest source as I make changes to it. I released a public download of the Account Hierarchy module almost a year and a half ago for SalesLogix 7.2. Since that time it has had hundreds of downloads. I have make some tweaks over time and decided there needed to be a bett...
I added a new utility to the Customer FX Labs tonight, the SalesLogix Group Explorer. This utility allows you to dig deeper into the definition of SalesLogix groups than you ever thought possible. You can see the group's layout, included columns, conditions, sort order, and way more. Not only that, but you can also see the SQL query behind the group and view the data that makes up the group, all from outside of SalesLogix. The Group Explorer ...
In my last post, I shared some code in VBScript to PING a remote server to check for availability before attempting to use a resource on that remote server. This wouldn't be my blog if I didn't also share this code in C# as well. IMO, this sort of thing is a far better suited for a .NET Extension if for the SalesLogix Windows client.
At times you might build a customization in the SalesLogix LAN client that relies on networked resources. For example, you might consume a web service or other resource that is available to LAN users and remote users via VPN. In this scenario, and many others like it, you have the potential to have remote users that do not currently have access to this networked resource. Even worse, you might have remote users that may not even be online at the ...
Over the past several years I've maintained a SalesLogix related weblog at SalesLogixBlog.com. This blog has now moved to a new URL and a new perspective. SalesLogixBlog.com can now be located on the new Customer FX 3.0 website at http://customerfx.com/crmdeveloper.
Manage a centrally located and shared list of available remote servers and desktops. Quickly see server availability and connect remotely. This is the tool you can't live without (we can't either).