Installing the New “Word” Addin for Infor CRM
In 2022 the Internet Explorer Browser no longer works with Infor CRM Mail Merge. Infor has released a new Addin that is not dependent on any Browser. It works directly with Microsoft Word.
Adding Yes/No display for boolean fields in InforCRM (SalesLogix) datagrids
InforCRM has had the ability to define boolean entity properties as either True/False or Yes/No for a long time, however in a recent project, I found that displaying such an entity property as a bound field in a Data Grid would always display True or False (or nothing, if not set) regardless if it was set as a Yes/No data type.
Troubleshooting Build/Deploy in Infor CRM
Troubleshooting your build/deploy on your Infor CRM System.
Running SQL Queries in Infor CRM
In this short video, I will show you how to run Sql Queries using the Infor CRM Administrator program.
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 […]
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.
Backup schedule for Infor CRM instances hosted by Infor
Infor automatically backs up hosted CRM instances, but these backups are done mainly with an eye toward disaster recovery.
Grids not appearing in Infor CRM web client in current version of Chrome (71)
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.
Issues with the latest version of Chrome (70) and Infor CRM (Saleslogix) web client
Chrome 70 (released mid-October 2018) can cause issues with Infor CRM (Saleslogix) web client.
Setting a Default Search Field and Search Operator for Lookups in Infor CRM
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 […]
A More Drastic Fix for some Infor CRM and Outlook Sync Issues
Here are two more drastic option to reinstall or repair Xbar, which clear out data that is not touched by other methods.
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 […]
How to Turn Off SMB 2.0 Caching if it is Slowing Down Infor CRM.
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.
Redirect from the Default Web Page to the Infor CRM Web Client
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.
GLOBALCHANGETRACKING Table and Email Sync.
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.
Required Activity Attributes in the Infor CRM 8.4 Web Client
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, […]
Fixing Inconsistent “Unsaved Data” Message Appearance in the Infor CRM Web Client
The Infor CRM web client in at least versions 8.3.09 and 8.3.10 there is inconsistency in when, or if, the “Unsaved Data” dirty flag appears at the top of the web client to let users know that there are unsaved changes on the page. Sometimes this flag does not show until a post back occurs. […]
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