The Infor CRM 8.4 Update 01 release finally happened (again). A few of the highlights I got out of reading the release documents: In both the LAN and Web client: The Do not solicit field on the Contact Detail view is now selected by default. When creating a new contact, the default setting for […]
Spring has sprung! It’s that wonderful time of year when birds return from winter migration, the trees begin to bud, and the sun is still out when you return home from your work day. It also happens to mean new features from InboxGuru to make your email marketing campaigns even better. Here are some of […]
Versions of Xbar that work with Infor CRM 8.3 or 8.4 are compatible with locally installed versions of Outlook 2010, 2013, and 2016 (with some exceptions).
For a very long time Advanced Analytics was the main Business Intelligence (BI) tool available for Infor CRM but, as you may have heard, Advanced Analytics is slowly fading away into the sunset. It is no longer for sale through Infor and 2020 is the year the product reaches its EOL. However, Infor’s not […]
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
When creating a bundle manifest recently, I needed to include new roles and secured actions. In the bundle actions area of a new manifest, there are options to add Role(s) and to add Secured Action(s). When adding roles, there is an option to "Include related secured actions", however selecting this options does not actually add the related secured actions.
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.
In the Infor CRM (Saleslogix) web client, the Lookup dialogs will default the search field to the first field in the lookup results layout. The operator will default to a default for the data type of the search field. However, this behavior can be changed with some Javascript on a lookup-by-lookup basis. Let’s say we […]
Here are two more drastic option to reinstall or repair Xbar, which clear out data that is not touched by other methods.
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 […]
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 […]
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 […]
If SMB 2.0 caching used in Windows 10 is slowing down Infor CRM, it is possible to use the Windows Registry to effectively turn off this caching.
Bonus: You get to hangout with Scott Weber. Have you registered for Inforum? Taking place in Washington, D.C. September 24-27, Inforum is Infor’s annual customer event mixing product demos, educational sessions, networking, and entertainment. And if that wasn’t enough to entice you I’ll sweeten the deal with this tidbit – you can hangout with Scott […]
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.
If you are running some email sync, and it having issues completing, one possible solution is to purge the GLOBALCHANGETRACKING table of all its old delete records.
We recently ran into an issue with a client on 8.4 who was doing a back-end SQL data import into the Activity table. The were unable to see any of the Activities from the main Activity Manager page in the web client. The Activities could be seen under the Activity tabs under the Account, Contact, […]
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