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Tag: Sales Dashboard

CreatioCustomer ExperienceInfor CRM

SalesLogix 7.5 SP3 Web – The new dashboard interface a brief overview

Infor CRM Kris Halsrud Kris Halsrud -
 One of the really, really, really, really cool new things (did I mention it is cool) that the forthcoming 7.5 SP3 web update provides is a user configurable dashboard interface.   Those of you that have used the SalesLogix LAN client have surely seen the Sales Dashboard that was provided.  SalesLogix tried to give a graphical...

The SalesLogix Sales Dashboard – XML Details

Infor CRM Kris Halsrud Kris Halsrud -
  The screens that comprise the SalesLogix Sales Dashboard all utilize separate XML data definitions to determine what data should be used rendering the GUI of the Dashboard.  If you look at any of the Dashboard forms you will see a line of code in the AXFormOpen sub-routine that defines what XML file is used by the screen.  For the...

Changing the SalesLogix Sales Dashboard- Default number of rows returned

Infor CRM Kris Halsrud Kris Halsrud -
The SalesLogix Sales Dashboard by default typically returns the top 5 value metrics for the various standard screens.  I have received a couple questions if this can be changed to default more or less rows.  The answer is yes!  I plan to post a series of detailed posts explaining how the dashboard works.  For the purpose of changing the...

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Infor CRM
Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

Infor CRM
See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

Infor CRM
In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?

Creatio
Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.

Build Your Creatio AI Skills with the 2026 AI Summer Program

Creatio
Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.

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Latest Articles

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Infor CRM 0
Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

Infor CRM 0
See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

Infor CRM 0
In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

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