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 […]
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 […]
Fix for Setting the Title on Detail Views When Navigating from SpeedSearch Results in the Infor CRM Mobile Client
I had never noticed before until a client brought it up, but in the Infor CRM Mobile client, if you navigate to an account, then do a SpeedSearch search and select a different account, the top title of the detail view will show the previously selected account, not the one you just selected from the […]
As of mobile 3.4, each entity has a model which describes the data to retrieve for it’s different views (detail, edit, list). The models can be customized in the same way as you register customizations for a view. In mobile versions previous to 3.4, you would use methods, such as querySelect to add a new […]
New Version of the Mobile Developer Toolkit Available with Support for All Infor CRM Mobile Versions (including 3.5)
A new version of the Mobile Developer Toolkit is available with support for all Infor CRM Mobile versions, including 3.5. Use this tool to set up new mobile development environments and create new customization modules! For more information see this article: Introducing the Saleslogix Mobile Developer Toolkit Download the Mobile Developer Toolkit:http://www.cfxconnect.com/applications/SalesLogixMobileDeveloperTools/ See the github […]
Implementing Mobile CRM can be a game changer for your workforce, and your customers. There was a time when laptops were the best, and only, option for a sales person/technician/executive on the go that needed to stay connected with the office. There are many problems with this approach – in comparison to mobile devices laptops […]
Upgrade to Infor CRM v8.3 and take advantage of what Mobile v3.4 has to offer! Don’t stay tethered to your desk simply because you need access to your valuable Infor CRM information. Implement Mobile v3.4 and free yourself from the shackles of your desktop while simultaneously taking advantage of the features and functionality of the newest version. Need more […]
I think this is a really neat feature of the Infor CRM (formerly Saleslogix) Mobile client. We’re all carrying smartphones and tablets with cameras, so why not put it to work when you need to add a photo to an Infor CRM record. In the Mobile client, navigate to an Account, Contact, Opportunity or Ticket […]
In the Infor CRM (Saleslogix) Mobile client, dates in group lists are displayed as relative dates. You’ll see dates in the group list like “10 days ago”, “3 months ago”, or “a year ago”, and so on. This applies to future dates as well, seeing values like “in a month”. Example: Notice the relative dates […]
This article will outline tips to consider when working with mobile customizations in Infor CRM (Saleslogix) and your customizations are not showing up. The first, and most important thing to know, is whether your customizations are even getting loading by the browser. Checking If Your Customizations Are Being Loaded As I mentioned, knowing whether your […]
I’ve been testing the all new integration solution for Infor CRM and Microsoft Exchange. This new software is very different than the previous server-side solution called ExchangeLink. The new integration solution is powered by web services rather than using a database type connection like ExchangeLink uses. This is significant because it can work...
Infor Mobile 3.3.1 is now available for download from the Infor Xtreme portal! The main features in this release are embodied in the translations of the features added in the Mobile 3.3 release. In other words, Mobile 3.3 is now ready in French, Russian, German, Italian and Chinese! There were also a number of fixes incorporated into this release […]
I recently was asked how to define picklists in the mobile client to follow the validation logic that the full web client does. lets look at how to add a fully new picklist to a form, in this case the edit address screen, to add the County field in. // add county […]
There is a small change needed for mobile customizations in Infor CRM (Saleslogix) Mobile version 3.3 and higher. It's a small change, but one that will prevent your customizations from loading if you don't make it.
When customizing the Infor CRM (Saleslogix) Mobile client, it's common for the ApplicationModule to grow very large as more and more customizations get added into it. This makes the code difficult to work with and very poorly organized. There are some better solutions to keep your code nicely organized and easy to maintain.
Today at Microsoft’s Build Developer Conference, a new, free, cross-platform code editor for web applications named Visual Studio Code was announced. This new IDE is more lightweight and similar to other text-based code editors like Sublime or Atom. The IDE was actually built on Github’s Electron node-based framework (the same thing that Github’s Atom editor […]
Problem Showing All Area, Category, and Issue Values in Infor CRM (Saleslogix) Mobile And How to Fix
There is an issue with the Infor CRM (Saleslogix) Mobile client where, if you have a large list of Area, Category, & Issue values, not all of them will show in the lookup. This is caused by the fact that the out of the box AreaCategoryIssue lookup will retrieve only 200 rows, and, then filter the distinct list of these 200 rows to show the available area, category, or issue values. The problem comes into play when you have more than 200 rows ...
If the Speedsearch Server is returning an error "Unable to locate the SpeedSearch Directory" and the path the system returns is \server\SaleslogixSpeedsearch
If you started with an earlier version of SalesLogix Mobile, let's say version 7.5.4, and customized the mobile platform at level 1.2 you may find the mobile client no longer runs and the existing custom screens don't allow you to upgrade to version 3.0.4. You have two options here - have someone recreate the custom screens for version 3.0.4 or remove the customized screens and start over with a basic mobile v3.0.4.