How to add a URL attachment in the Infor CRM web via server-side code
It is necessary to connect Infor CRM SpeedSearch to the database and run indexing before it will be operational.
When setting up new Infor CRM instance, it is advisable to check the Saleslogix Job Server and run a test job.
InforCRM has had the ability to define boolean entity properties as either True/False or Yes/No for a long time, however in a recent project, I found that displaying such an entity property as a bound field in a Data Grid would always display True or False (or nothing, if not set) regardless if it was set as a Yes/No data type.
When setting up Infor CRM, you must set up Windows folder shares for Documents, Library, and possible Synclogs.
If you have enough memory, it is possible to set up the Infor CRM Job Server service for multi-threading, which will prevent a single hung job from blocking the entire job server from processing.
You can use the SQL console or a SQL command to shrink a Infor CRM SQL database log file that has grown too large, but be sure to back up the database first.
As I mentioned in last week’s post, using the Full recovery model in SQL in an Infor CRM database would prevent some data loss in the event of a database failure, but would require more careful management of the SQL logs. In today’s post, I will expand on that. When using the Full recovery model […]
In the SQL database for Infor CRM, you can set the recovery model to Simple or Full.
Password options is Infor CRM can be accessed by going to Tools > Options in the Administrator program, while a specific user's locked login may be unlocked by right clicking on that user and choosing Reset User Logins.
It is possible to create or edit mail merge templates in Infor CRM through the web client's Write menu.
Use the Write menu installed with Office Integration to run mail merge in Infor CRM web client.
Installing Office Integration allows you write emails and even mail merge personalized email to multiple recipients directly in Infor CRM web client.
In order for Infor CRM to function properly, Windows authentication must be enabled both globally and for the Admin user, and the Infor CRM Admin account must be linked to the Windows account used as the CRM service account.
In order for Infor CRM to function properly, there are several ports you will need to make sure are open between all CRM servers.
In order for the connection the CRM database to work, sysdba specifically needs to have only the public user role, and have Master as the default database.
When editing the Data Link in Infor CRM, any change to the Connection tab will reset Persist Security Info on the All tab to False.
If Xbar refuses to install on a new computer, it may be possible to install Xbar by copying the entire folder and registering the slxotl32.dll file.
In the event of a failed install, it may be possible to add Xbar to Outlook manually.
When configuring Infor CRM software, it is sometimes desirable to use a file system deployment and manually configure IIS.