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.
If Xbar is consistently disappearing from Outlook, you can add values to the Windows registry to stop if from becoming disabled.
If the Infor CRM client site will not display on a cloned web server, it may be necessary to set the IIS application pool identity to a local account, and then set it back to WebDLL.
You can create and manage the Groups that appear in Infor CRM software using the Manage Groups and Add Groups tools in the upper-right-hand corner of the entity's page in CRM web client.
If a user's account becomes locked in Infor CRM software, you will need to log on using the admin account to unlock it.
Infor CRM software is designed to handle the time zone without user intervention, but occasionally there are issues that force users to be aware of it.
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.
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 […]
It is possible to use the custom installation option for Infor CRM Server to install individual components, such as the Connection Manager.
Chrome 70 (released mid-October 2018) can cause issues with Infor CRM (Saleslogix) web client.
Here are two more drastic option to reinstall or repair Xbar, which clear out data that is not touched by other methods.
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.