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Tag: SalesLogix 8

InforCRM (formerly Saleslogix) Job Service Common Fixes

There are three issues with the Job Service I have seen frequently.

Lead Conversions in the InforCRM (formerly Saleslogix) Web Client

The Lead conversion to a contact will fail if you are not filling in the entire address for the lead. There won't be any message telling the user that the address is insufficient just a failure

*UPDATED* Infor CRM Update 04 Due to Release in November

*We learned today that there will not be an 04 update in general release.  Instead, they are combining 04 into 05 which is due out late December.  Core 04, Model 04 and SNC 04 updates are all due out soon.  We will post another update when they are available for download. Here is what is expected in these updates:Performance improvements•Reduced database calls for single...

SalesLogix v8.0 error on IE 10 “Input String was not in a correct format”

We recently had a client come to us with a problem running the Saleslogix 8.0 web client in IE.  They would attempt to save data (causing a postback) and would get an error similar to: "message": "Input string was not in a correct format.", "source": "System.Number, mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089", "type": "System.FormatException", "stackTrace": "...

Bug in the Saleslogix Web LiveGrid Lookup dialog

I recently ran into an issue with the Opportunity Products grid in the Saleslogix web client.  I client had requested additional columns in the "Add" Lookup dialog.  I had added the Price column as a field in the Lookup Columns collection.  I could see that the constructed OpportunityProducts.js file contained my Price column markup when it was deployed.  However,...

Saleslogix Integration with Google – WOW!

Saleslogix will be releasing their Google Integration this month and from what I have seen, it is fantastic

Preventing Mobile Devices from Accessing the Saleslogix Web Client

We recently had a customer request that their users not be able to access the Saleslogix web client from their mobile devices.  Implementing this turned out to be relatively easy.  Here is what I did. In the Login.aspx page there is a javascript block at the top of the page that adds code on the document ready client event.After...

Getting the Add Edit Address popup dialog to work on the insert Account/Contact screen

Rich Eaton had asked a couple of times and I figured he was not the only one, so here it is!Previously I had written about how to get around the shortcomings of the static edit address part of the address control by using the Add Edit Address Smartpart instead.One thing that didn't go into was how to do the...

Defining the Detail Report in the Common Tasks area of the SalesLogix v8 web client

In the SalesLogix 8.0 web client that location changed along with pretty much all of the client side libraries. The new location where the Detail Reports are defined is now found in the database in the UserOptionDef table.

Type ahead picklist functionality in SalesLogix web v8

Did you know that if you set a picklist to have the Ïtem Must Exist"property set to True, that the picklist control will offer type ahead matching for the picklist?  A nice feature.

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

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

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

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?

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.

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