A Look Back at Infor CRM Xbar and Previous Versions of Outlook Intergration
The current version of Xbar handles all aspects of integration with Outlook, except for merge templates. Older Outlook integration products handled things differently.
Increasing Number of Records Exported in Infor CRM
Have you tried to export records from a Group, only to find that Infor CRM will export only a portion of your records?
Xbar Compatibility with Infor CRM versions
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.
Setting Lead DNC Fields to Match Do Not Solict Default When Creating New Leads in Infor CRM Web
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...
Which Versions of Windows Server and SQL are Compatible With Infor CRM v8.3.x and Above?
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 […]
Issues with Script Includes on Quick Forms in the Infor CRM 8.4.03 Web Client
Discussion of issues with include script attributes on quick forms in the Infor CRM web client.
Your Guide to Adding Contextual Apps in Infor Ming.le
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. […]
Inforum 2020 Goes Digital
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 […]
Updating the Infor CRM 8.4.03 Web Client Appearance
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 […]
Displaying Specific Error or Validation Messages from Business Rules in Infor CRM Mobile
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 […]
Infor CRM Web Client Throws Specific Error When Open in Multiple Tabs
There is a specific Saleslogix Web Client error that is caused by having Infor CRM open in multiple tabs on the same browser.
Moving or Restoring Databases in Infor CRM (formerly Saleslogix)
Use the sa SQL account to move or restore CRM databases, but use sysdba to connect to them.
Upgrading Infor CRM Mobile from Version 3.x to Version 4.0
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 […]
Error Logs in Infor CRM (formerly Saleslogix)
You can view the errors logged by Infor CRM by looking at the Application log in the Windows Event Viewer.
Enable Sync in Infor CRM Web Using the Web Client
The administrator can enable sync in the Integration section of the Infor CRM web client.
More Command-line switches for Infor CRM Xbar
You can use command-line arguments to choose which Xbar features are installed.
Command-line Installation of Infor CRM Xbar
It is possible to install Infor CRM Xbar from the command line.
Add licenses to Infor CRM (Saleslogix)
You can add licenses to Infor CRM (formerly Saleslogix) by using the Administrator application.
Clear User Settings in Infor CRM LAN client (formerly SalesLogix)
It is possible to clear the user settings in the CRM LAN client (formerly SalesLogix) using a SQL query.
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 .
Popular Downloads
Infor CRM (Saleslogix) 8.3 Compatibility Matrix
File Size: 92.50 KB
SalesLogix SData Endpoint Whitepaper
File Size: 0.00 KB
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!