Mail Merge in Infor CRM Web Client using Office Integration
Use the Write menu installed with Office Integration to run mail merge in Infor CRM web client.
Install Office Integration to Add Mail Merge Functionality to Infor CRM
Installing Office Integration allows you write emails and even mail merge personalized email to multiple recipients directly in Infor CRM web client.
Infor CRM Connection Troubleshooting: Admin Configuration
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.
Infor CRM Connection Troubleshooting: Ports
In order for Infor CRM to function properly, there are several ports you will need to make sure are open between all CRM servers.
Infor CRM Connection Troubleshooting: sysdba SQL login settings
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.
Infor CRM Connection Troubleshooting: Setting Persist Security Info in the Data Link
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.
Another Technique for Manual Install of Xbar
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.
Manual Install of Infor CRM Xbar when Normal Install Fails
In the event of a failed install, it may be possible to add Xbar to Outlook manually.
Use Application Architect to Create a File System Deployment in Infor CRM
When configuring Infor CRM software, it is sometimes desirable to use a file system deployment and manually configure IIS.
Prevent Outlook from Disabling Infor CRM Xbar
If Xbar is consistently disappearing from Outlook, you can add values to the Windows registry to stop if from becoming disabled.
IIS Application Pool Issue when Cloning Infor CRM Web Server
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.
Creating Groups in Infor CRM
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.
Unlock User Accounts in Infor CRM Software
If a user's account becomes locked in Infor CRM software, you will need to log on using the admin account to unlock it.
Time Zones in Infor CRM Software
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.
How to Run a Report in Infor CRM Web Client
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
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
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
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
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.
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.
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Infor CRM (Saleslogix) 8.3 Compatibility Matrix
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