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.
Xbar has the ability to sync contacts, appointments, and tasks between Outlook and Infor CRM (Saleslogix).
When establishing a test environment for Infor CRM (Saleslogix), if synchronization is used, steps need to be taken to make sure the test serer does not try to write sync files to the same folder the production server is using.
If you are using a current or recent past version of Infor CRM (Saleslogix), the way to transfer data between CRM and Outlook is the Xbar application.
If a user has too many unsuccessful attempts to log in to Infor CRM (Saleslogix), their account will be locked. The user may be unlocked as follows:
In Infor CRM (Saleslogix), it is possible to retire a user using the Admin program. This frees up the user's license, and suspends the user from logging in to CRM, but preserves their history in the system.
When you replace the production database on an Infor CRM (Saleslogix) Cloud instance, you must take steps to make sure the restored database can be backed up by Infor’s automated backup process.