Tag: How-To

Infor CRM 10's Starts With search may fail to find phone numbers stored with formatting characters. Learn why this happens, how to identify affected records, and how to resolve the issue.

It is possible to increase Infor CRM SLX's limit on the size of a file that can be uploaded by editing values in web.config file.

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

Using Creatio's AI prompt to create the filter for a dynamic folder works best if you specifically ask for that, and if you are as clear and direct as possible about the filtering, conditions.

You are able to test AI on a Creatio demo instance, and even add a Google Gemini key to test AI web search functions.

Infor CRM SLX version 10.0 has added the capability of using asynchronous session states in the web client, which requires the WebDLL user to be granted rights on the SQL server.

Some the possible remedies for a sluggish Infor CRM SLX system include setting up content expiration and/or multiple application pools, and having the site precompile after a deployment.

Some the possible remedies for a sluggish Infor CRM SLX system include upgrading the server specs, clearing out unused groups for the database, and clearing out the INDEXUPDATES table in the database.

If you've ever opened a support case and thought, "where do I start?", you're not alone. Between long descriptions, activity histories, emails, attachments, and multiple tabs, support cases can quickly become information overload. When you’re trying to help a customer—or jump into a case someone else has been working—you don’t always have time to read everything line by line.  This is a great time to make use of AI Case Summary in Creatio.

Once you have configured Gmail to be able to sync with Infor CRM SLX using the Google console, you can take the ID values generated and configure CRM to complete this integration.