A long time ago I wrote about how to add a pre condition to a lookup control in the Infor CRM web client. I realized that I had not really specified the options when creating a new LookupPreFilter, specifically what options you have in the OperatorCode. When you add a lookup pre-condition at design time […]
The administrator can enable sync in the Integration section of the Infor CRM web client.
You can add licenses to Infor CRM (formerly Saleslogix) by using the Administrator application.
It might not be obvious in Infor CRM whether or not the SData portal has deployed correctly. If testing from the web server, the default address to test Sdata is localhost:3333/sdata/system$/adapters .
Infor CRM: Error creating manifest by project differences. “hexidecimal value 0x00, is an invalid character”
Infor CRM Web: Error creating manifest by project differences. “hexidecimal value 0x00, is an invalid character"
In the 8.4 Infor CRM web client, if you add a phone number column to an SData grid it does not handle formatting phones that contain extensions. Phones that are just 10 digits format fine as (nnn) nnn-nnnn but if you add a phone value like “6515554444×123” that value does not show formatted but instead […]
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In Infor CRM version 8.3.06 the Job Service can get stuck in Paused Mode. This is Fixed in version 8.3.08 and higher. If you run into this issue where all the jobs are stuck you can follow these steps to fix it: Shut down the Saleslogix Cache service Shut down the Saleslogix Job service Run […]
Changes go into effect February 25, 2019. Next week the new severity levels for Infor Support will go into effect. Here is a roll up of the new definitions: Read the announcement in it’s entirety: Infor Security Level_Update_eng2
I had a customer request that the phone number column on the Infor CRM Participant tab of the Activity or History screens be formatted like phone numbers are elsewhere in the client instead of just a run together string of numbers. To do this you need to extend the ActivityEditorAttendeesTab widget. The easiest way to […]
I found that there is an override method to the normal Field Level Security implementation in the Infor CRM web client that will override the normal team/user based field level security for a record. The Field Level security is implemented in the class Sage.SalesLogix.Security.FieldLevelSecurityService. Within that class there is an override method AccessForPropertyBoeOverride. One of […]
Infor automatically backs up hosted CRM instances, but these backups are done mainly with an eye toward disaster recovery.
When using recent versions of Infor CRM web client with the most recent version of Chrome, grids do not appear if you have any uncleared Alarms.
Chrome 70 (released mid-October 2018) can cause issues with Infor CRM (Saleslogix) web client.
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The phone control in the Infor CRM (Saleslogix) Web Client format’s a phone number, when possible, and that’s really about all it does. What if you wanted to also make it so you could click the number to dial it. Other similar controls, such as the web address control, provides a button that you can […]
There are times that you might want to prompt a user in Infor CRM (Saleslogix) to make sure a click was intentional. I recently built an integration for a customer that allowed them to add or remove products from their WordPress/WooCommerce website by simply checking or unchecking a box in Infor CRM. I didn’t want […]
Troubleshooting why some activities could not be edited or deleted leads to a newly discovered data consistency issue with the USERNOTIFICATION table.
In the Infor CRM (Saleslogix) Web client, users can go to the Reports section to see the full list of reports that are available. However, some reports, you might not want to have available there. For example, at times, you might build reports that serve a certain purpose, that you run via code from somewhere […]