Tag: Infor CRM Web

Did my SData portal deploy correctly?

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 .

Phone Formatting in Editable SData Grids in Infor CRM

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 […]

Infor CRM Field Security overrides being applied in the Web Client with BOE

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 […]

Using InboxGuru? Whitelist This IP

Important announcement for all InboxGuru users. InboxGuru sent out the following email this morning.  Let us know if you have questions.       Important Update: New IP Address to Whitelist Quick and Simple Happy Friday to all of you! We have a request for each of you before we begin the weekend. Please notify […]

How to Add a Call Button to the Phone Control in Infor CRM Web

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 […]

Adding a Confirmation Prompt to a Checkbox Control in Infor CRM

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 […]

Excluding Reports from the Reports List in Infor CRM

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 […]

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) news and product updates!

You have Successfully Subscribed!