Tag: Infor CRM

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 .

Infor CRM 8.4 Update 01 highlights

  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 […]

BI for Infor CRM: Advanced Analytics Out, Birst In

  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 […]

Adding Roles and Secured actions in Infor CRM Bundle Actions issue

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.

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 […]

Get Informed at Inforum 2018

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 […]

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