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.
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.
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.
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 […]
You can disable unused jobs buy commenting them out in the Scheduling.config file.
Make sure your Infor CRM web server is behind a firewall that blocks traffic on port 11211.
It is possible to hide groups at the database level, thus speeding up load times.
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.
If you want to synchronize Infor CRM (Saleslogix) with Outlook, you must install Xbar as an Outlook add in.
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.
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.
There are simple SQL statements that can be used to delete or change a single piece of data in Infor CRM (Saleslogix).
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.