Tag: Infor CRM

  • Content Type

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.

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 […]

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 the Chrome Incompatibility with Infor CRM Web 8.3x

In an earlier post from last week I talked about how to fix pre-8.3 systems. In Infor’s never ending quest to make a never ending quest, they decided to change where this stuff exists in Infor CRM v8.3.0 and up. This Chrome bug only exists pre (I think 8.3.04) so this only affects early versions […]

More fun with Style Sheets! In the Infor CRM Web Client!

While you might have thought the fun would stop with my last post, oh no! Lets take a look at another style modification that you can make to tighten up those picklist drop downs. Normally, in the Infor CRM Web client, a picklist has enough white space between the entries to hide a dojo widget […]

Fixing the Infor CRM Web Email Control to Handle Single Quotes

In the Infor CRM client for all levels of 8.3 and 8.4 if you have an email control that contains an email like “phil.d’angelo@gmail.com’ the email address is not correctly used to open a new email dialog. Instead the email that gets passed is “pil.d”. This is because the launching of the email window uses […]

Subscribe To Our Newsletter

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

You have Successfully Subscribed!