If you have tried the new Infor CRM Mail Merge addin from Infor, you may have noticed you cannot insert the Account Manager of an Contact into the Mail Merge document. You also cannot add Custom Fields from Custom tables. There is a resolution – create a new SQL value field in the Word Addin […]
Monday, April 11th at 2pm CDT. Take a little break during your day to learn something new! Our free training workshops help you to better use Infor CRM by breaking up the myriad of functionality into manageable chunks. No training workshop is longer than a half hour, meaning you won’t get information overload and can […]
Start by determining if this is a click-to-run Office 2013 install
The Sage Desktop Manager application that runs in your taskbar can be restarted from your Start, Programs, Startup, SalesLogix Desktop Manager. This location, while not obvious, does allow those users without the SalesLogix LAN client install to start the app from the Programs.
I just came up with a really cool way of doing some potentially really cool and complicated things from with the SalesLogix Word Mail Merge engine utilizing a combination of SQL merge fields and SQL functions.
We had a web client user successfully using MailMerge on a test web installation but after production was put into place mailmerge failed. With a little digging we discovered the initial download to install the Active Mail components places a .dll, Slxemailnotifier.dll, in the Windowssystem32 dir and writes a registry setting detailing what web site the SLXclient opens.
Recently, I've been working on a customization which calls for one of a number of Merge Forms to be ran based on certain criteria. This is a pretty simple process, and here's how I did it: First of all, I need to get the pluginid for the appropriate Merge Form, based on my criteria. This can be found in the "Plugin" table, based on the plugin type of 25, and the name of the Form. In this case, these forms have been created b...