Tag: New Finds

Creatio (formerly bpm’online) is the Future of CRM

Over the past year or so, most of my time has been spent working with bpm’online. It’s been my primary focus and an amazing journey – it’s made me excited about CRM all over again. I’ve been working with Infor CRM (Saleslogix) since it’s very first public release (I think that was 1997). It’s been […]

Getting the SQL for a Group in Infor CRM Web

Groups can be a useful way to allow the user to build conditions to limit the records to perform some action on. Recently, we designed a job that would work on a set of records and we allow the users to define the list of records by adding conditions to a group. The job would […]

Formatting Data in Client-Side Javascript in the Infor CRM Web Client

There are a few different formatting functions available in the web client. These are available in the Sage.Format module, located in jscript/Sage/Format.js. Let’s take a look at a few of them. Keep in mind, these are Javascript functions to be used client-side, not from server-side C# code. Formatting a Phone Number Formatting an E-mail Address […]

Various Useful Client-Side Functions Available in Infor CRM Web

In a previous post, I mentioned how shifting your code from server-side code to client-side can improve the performance of the client and improve the end user experience. This post will provide a list of some helpful client-side functions available to make that transition easier and more productive. Navigate to the Entity Page Detail for […]

Displaying Client-Side Alerts in the Infor CRM Web Client

To display an alert to the user in Infor CRM, there are some built-in options that look nicer than the standard Javascript/browser “alert” dialog. Let’s take a look how to use them. Displaying Alerts to the User A few other message types you can use are for displaying different message type alerts to the user. […]

Setting The Active or Default Tab on a Page in Infor CRM Web

In Infor CRM Web (Saleslogix), when a user navigates to a page, there might be times when you want to draw attention to a particular tab. There are some options for specifying the active/displayed tab on the page. Let’s take a look at some of the options. Specifying the Active Tab in the URL You […]

Launching a Dialog from Client-Side Javascript in Infor CRM Web

Launching a dialog in the DialogWorkspace is typically done via server-side code using the DialogService. However, this is also possible to do via client-side code as well. The Sage.Utility script module makes this an easy task using it’s loadDetailsDialog function. The following code will launch a dialog with the SmartPart/Quickform with an ID of “MyContactForm” […]

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