How-To | Customer FX

Working with Attachments in Infor CRM (Saleslogix)

by Dan Ramsey | Dec 21, 2017 | Infor CRM

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.

Setting up sync in Infor CRM (Saleslogix)

by Dan Ramsey | Dec 11, 2017 | Infor CRM

If you want to synchronize Infor CRM (Saleslogix) with Outlook, you must install Xbar as an Outlook add in.

Working with the VFS in Application Architect

by Dan Ramsey | Nov 22, 2017 | Infor CRM

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.

Why is my Infor CRM (Saleslogix) so slow?

by Dan Ramsey | Nov 17, 2017 | Infor CRM

There are many possible reasons Infor CRM (Saleslogix) can be slow. Here are a few possible causes worth looking at.

Create an Infor CRM (Saleslogix) Report to Filter by Date

by Dan Ramsey | Nov 8, 2017 | Infor CRM

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.

Edit Infor CRM (Saleslogix) data in SQL

by Dan Ramsey | Oct 3, 2017 | Infor CRM

There are simple SQL statements that can be used to delete or change a single piece of data in Infor CRM (Saleslogix).

Exporting to Excel in Infor CRM (Saleslogix) Web Client

by Dan Ramsey | Sep 19, 2017 | Infor CRM

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.

Edit a Picklist in Infor CRM (Saleslogix)

by Dan Ramsey | Sep 12, 2017 | Infor CRM

In order to make global changes to a picklist that apply to all users, you must use the Architect program.

Synchronization options in Infor CRM (Saleslogix) Xbar for Outlook

by Dan Ramsey | Sep 5, 2017 | Infor CRM

Xbar has the ability to sync contacts, appointments, and tasks between Outlook and Infor CRM (Saleslogix).

Prevent Infor CRM (Saleslogix) Test Environment from Attempting to Sync to Production Clients

by Dan Ramsey | Aug 17, 2017 | Infor CRM

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.

Installing Xbar for Infor CRM (Saleslogix) and Outlook

by Dan Ramsey | Aug 4, 2017 | Infor CRM

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.

Unlock an Infor CRM (Saleslogix) User

by Dan Ramsey | Jul 20, 2017 | Infor CRM

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:

Retire a user in Infor CRM (Saleslogix) and reassign the license

by Dan Ramsey | Jul 17, 2017 | Infor CRM

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.

How to Ensure a Database on an Infor CRM (Saleslogix) Cloud Instance is Backed Up

by Dan Ramsey | Jul 7, 2017 | Infor CRM

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.

Restore an Upgraded Infor CRM (Saleslogix) Database to an Infor Staging Instance

by Dan Ramsey | Jun 19, 2017 | Infor CRM

When creating a cloud staging instance, it is possible to replace the Infor-provided database with a copy that has been upgraded elsewhere.

Reset a user’s layout settings on the Infor CRM (Saleslogix) Web Client or Mobile Client

by Dan Ramsey | Mar 31, 2017 | Infor CRM

In Infor CRM (Saleslogix) It is possible to use Application Architect to delete these Web Client customizations, resetting the client to it’s original layout.

Re-register Infor CRM Xbar .DLL files.

by Dan Ramsey | Mar 3, 2017 | Infor CRM

It is possible for the .DLL file that supports Xbar to fail, in which case the Command Prompt must be used to unregister and reregister the file with Windows, to get it working again.

Retrieving the SQL from a group in the Infor CRM web client

by Kris Halsrud | Mar 2, 2017 | Infor CRM

In the web client you are able to retrieve the raw SQL statement of a group. At some point along the way in the life cycle of the web, the storage format of the SQL statement changed. There is a method GroupSQL that used to return the same SQL as what you would see if […]

Infor CRM and Internet Explorer Security Settings

by Dan Ramsey | Feb 2, 2017 | Infor CRM

In order to have the web client work properly in Internet Explorer, it is necessary to change two settings in the Internet Options Security tab.

Disabling UAC when installing Infor CRM

by Dan Ramsey | Dec 23, 2016 | Infor CRM

When installing any Infor CRM product, it is important to make sure User Account Control settings are disabled.

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