The current version of Xbar handles all aspects of integration with Outlook, except for merge templates. Older Outlook integration products handled things differently.
Have you tried to export records from a Group, only to find that Infor CRM will export only a portion of your records?
If you are using Infor CRM 8.4.x, Xbar 1.4.0 is likely the best version to use. If you are using Infor CRM 8.3.x, Xbar 1.3.9 is the best version to use.
Within lead records in InforCRM, there are a number of DoNotContact fields, such as Do Not Solicit, Do Not Mail, Do Not Phone, etc... InforCRM provides an area to set up a default value for the Do Not Solicit value on new Leads, however it does not do anything with the other Do Not Contact fields. In InforCRM, the DoNotSolict value supersedes the other Do Not Contact fields, so it shouldn't matter, however some of our clients find it confu...
Are you looking to set up a server to run Infor CRM, but need to know which version of Windows you should use? Want to upgrade your SQL server, but want to make sure the new version will run your CRM database? If you are provisioning a server for Infor CRM, here are the […]
Discussion of issues with include script attributes on quick forms in the Infor CRM web client.
This information is current as of May 13, 2020. Your Guide to Adding Contextual Apps to Infor Ming.le Adding a contextual application widget to Infor Ming.le: In order for the contextual Opportunity Status widget to display in the Infor Ming.le sidebar pane within Infor CloudSuite CRM you must publish and enable the contextual application. […]
Things are going to be a little different this year (but I think we’re getting used to that). Infor just announced that this year for Inforum 2020 some changes will be made, namely that Inforum is going digital. Given the current situation with COVID-19 I don’t think the switch from an in-person event to […]
The new skin applied to the Infor CRM 8.4.03 web client is a bit, shall we say, garish. I have come up with a more subdued color scheme to avoid your eyes from bleeding too much while you work in the client. This is what the standard client looks like: And this is the updated […]
There are many cases where you’d want to throw a ValidationException in an entity event or business rule in Infor CRM. This is a common practice where you’ll throw the exception and the message is displayed to the user when using the full web client. However, in the mobile client, the user will never see […]
There is a specific Saleslogix Web Client error that is caused by having Infor CRM open in multiple tabs on the same browser.
Use the sa SQL account to move or restore CRM databases, but use sysdba to connect to them.
If you’re using Infor CRM Mobile version 3.x, without question you should consider upgrading to version 4.0. Version 4.0 has a completely new UI that is a huge improvement to Infor CRM Mobile. It’s a more modern look and feel, but greatly improves the user experience as well. However, the upgrade from mobile 3.x to […]
You can view the errors logged by Infor CRM by looking at the Application log in the Windows Event Viewer.
The administrator can enable sync in the Integration section of the Infor CRM web client.
You can use command-line arguments to choose which Xbar features are installed.
It is possible to install Infor CRM Xbar from the command line.
You can add licenses to Infor CRM (formerly Saleslogix) by using the Administrator application.
It is possible to clear the user settings in the CRM LAN client (formerly SalesLogix) using a SQL query.
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 .