How-To | Customer FX

How to Run a Report in Infor CRM Web Client

by Dan Ramsey | Sep 18, 2020 | Infor CRM

Report can be run in Infor CRM software from the Reports link on the Nav Bar, and accessed in the History tab after they are run.

Modifying the Percentage of Profile Completion Indicator in Creatio

by Scott Weber | Sep 15, 2020 | Creatio

In Creatio, you may have noticed a vertical bar in the upper left corner of the Accounts, Contacts and Opportunities screen. It’s called the Percentage of Profile Completion Indicator and it is color coded to indicate how complete a record is or is not. If you click on the bar, it will pop up a […]

How to Install Individual Components of Infor CRM Server

by Dan Ramsey | Sep 11, 2020 | Infor CRM

It is possible to use the custom installation option for Infor CRM Server to install individual components, such as the Connection Manager.

Issues with the latest version of Chrome (70) and Infor CRM (Saleslogix) web client

by Dan Ramsey | Nov 29, 2018 | Infor CRM

Chrome 70 (released mid-October 2018) can cause issues with Infor CRM (Saleslogix) web client.

A More Drastic Fix for some Infor CRM and Outlook Sync Issues

by Dan Ramsey | Oct 15, 2018 | Infor CRM

Here are two more drastic option to reinstall or repair Xbar, which clear out data that is not touched by other methods.

How to Turn Off SMB 2.0 Caching if it is Slowing Down Infor CRM.

by Dan Ramsey | Aug 29, 2018 | Infor CRM

If SMB 2.0 caching used in Windows 10 is slowing down Infor CRM, it is possible to use the Windows Registry to effectively turn off this caching.

Redirect from the Default Web Page to the Infor CRM Web Client

by Dan Ramsey | Jul 25, 2018 | Infor CRM

The best way to set up redirection to the Infor CRM web client is to actually place the redirection in the body of the default web page.

Dealing with Columns in Infor CRM (SalesLogix) Query Builder

by Dan Ramsey | Jul 2, 2018 | Infor CRM

Adding Columns in Infor CRM Querry Builder can be confusing, as columns are listed based on the organization of the database, rather than what is displayed in the Client.

Changing the default Sort of a Lookup Control in the Infor CRM Web Client

by Kris Halsrud | Jun 20, 2018 | Infor CRM

Normally, a lookup in the Infor CRM Web Client is determined based on the order of the columns as defined at design times. The search of the lookup defaults to the left most column in the layout and this is also the default sort of things that are returned. There is a way to change […]

How to Disable Unused Jobs in Infor CRM (Saleslogix)

by Dan Ramsey | Apr 11, 2018 | Infor CRM

You can disable unused jobs buy commenting them out in the Scheduling.config file.

How to Secure Memcached Service on Infor CRM (Saleslogix) Web Server

by Dan Ramsey | Mar 29, 2018 | Infor CRM

Make sure your Infor CRM web server is behind a firewall that blocks traffic on port 11211.

Hide Infor CRM Groups in the Database

by Dan Ramsey | Mar 16, 2018 | Infor CRM

It is possible to hide groups at the database level, thus speeding up load times.

Working with Attachments in Infor CRM (Saleslogix)

by Dan Ramsey | Dec 21, 2017 | Infor CRM

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.

Setting up sync in Infor CRM (Saleslogix)

by Dan Ramsey | Dec 11, 2017 | Infor CRM

If you want to synchronize Infor CRM (Saleslogix) with Outlook, you must install Xbar as an Outlook add in.

Working with the VFS in Application Architect

by Dan Ramsey | Nov 22, 2017 | Infor CRM

In a normal deployment of the Infor CRM (Saleslogix) Web Client, the files for the Web Client are stored in the Virtual File System, or VFS.

Why is my Infor CRM (Saleslogix) so slow?

by Dan Ramsey | Nov 17, 2017 | Infor CRM

There are many possible reasons Infor CRM (Saleslogix) can be slow. Here are a few possible causes worth looking at.

Create an Infor CRM (Saleslogix) Report to Filter by Date

by Dan Ramsey | Nov 8, 2017 | Infor CRM

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.

Edit Infor CRM (Saleslogix) data in SQL

by Dan Ramsey | Oct 3, 2017 | Infor CRM

There are simple SQL statements that can be used to delete or change a single piece of data in Infor CRM (Saleslogix).

Exporting to Excel in Infor CRM (Saleslogix) Web Client

by Dan Ramsey | Sep 19, 2017 | Infor CRM

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.

Edit a Picklist in Infor CRM (Saleslogix)

by Dan Ramsey | Sep 12, 2017 | Infor CRM

In order to make global changes to a picklist that apply to all users, you must use the Architect program.

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