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
As an InforCRM Administrator, you may want to disable Outlook Sync for contacts.
Using the TabWorskpace you can iterate through all the tabs on a page and do something with them, like show or hide them. To do this you need the following code:
As Ryan wrote a long time ago, you can create a module and add it to a page in the Infor CRM web client to show or hide things like menus, or tabs. Problem is that this functionality doesn’t work well starting in 8.1 with update 05 as the modules no longer run as you […]
Ryan Farley previously posted about how to get the current Contact context in the Customer Web Portal. This same approach can be used to determine the Saleslogix User context that the Customer Portal is running under. Expanding on Ryan’s initial post by calling a different service, like so: Sage.SalesLogix.Security.IWebPortalUserService service = Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform....
The Infor CRM web client comes pre-built with 5 different language configurations: English, German, French, Italian, and Russian. This means that if your local computer or browser is configured to use one of the Languages, all of the labels in the standard screens will be translated to that language. Defining your language is based on […]
We recently had a client that was using IE (I know, ish) to view the web client. They were seeing a picklist with entries that were not in the system. It was like the picklists had been cached. In fact, I think this to be the case. In order to speed up picklist performance the […]
We recently had a client report an issue that occurs in the Infor CRM web client. The client had code to set a picklist control to disabled (Control.Enabled=false) on the form load. That worked fine: The problem is as soon as a postback occurred things got funky: Notice we now have two controls. […]
We recently had a customer on version 8.1 update 03 that was having problems with the Account Hierarchy module Customer FX created. The Account Hierarchy screen displays the Parent/Child relationships that Infor CRM never recreated in the web client. This is a custom smart part that is launched as a dialog from a button. We […]
Just a heads up, Infor CRM has added several triggers into the system as part of the upgrade process. These triggers are used for their ERP integrations. For most customers who don’t use this integration, these are unnecessary objects that will only result in extraneous data being written to tables that are never used (tables […]
We have recently discovered 3 issues that have developed for customers after upgrading to update 05 for version 8.1 web. These have all been reported to Infor support but details on fixes have not been released. I wanted to make people aware in case it would adversely affect them. I am not sure if the […]
We recently had a client complaining users could not run reports in their upgraded Infor CRM v8.1 web client. The Run Report and Schedule Report tasks in the Report manager area were not showing. These common tasks are constructed in javascript. They assume pre-existing secured actions exists and that these secured actions belong to user […]
I recently ran into an issue where a client was unable to insert Opportunities when logged in as particular users. When they clicked Save they would get an error similar to this: The statement has been terminated. : String or binary data would be truncated.Saleslogix Error Id: SLX2AECA524F481B1D7URL: http://localhost:3333/SlxClient/InsertOpportunity.aspx?modeid=InsertException type: System.Data.OleDb.OleDbExceptionSource: System.Data....
I just recently discovered a bug when using a picklist control with the StorageMode set to “ID”. If you are trying to preset a value on the form load, you would normally bind the underlying entity property that the control is bound to. That works fine for picklists set to StorageMode=Text but for the ID […]
Infor CRM (formerly Saleslogix) has decided in their wisdom to hard code the duration control with some random elements. Changing this random list is way harder than it needs to be, but lets look at what it takes. First we need to add a new javascript file extending the DurationSelect control. We will call this […]
The client side MailMergeService allows running a mail merge against. The nice thing about using this library is it gives you access to pretty much everything the Write menu does and it incorporates validating the client has the Desktop Manager in place. There are 2 primary variables to work with in dealing with this service. […]
In the Saleslogix 8.1 web client the dependency lookup still has a problem with the OnChange event. This problem has been around a long time, as a first reported on this back in 2010!!!. Essentially what happens is when the OnChange event occurs, the dependency lookup has yet to set the bound entity properties to […]
In the Infor CRM (formerly Saleslogix) Customer Web Portal, the Task Pane area is not visible by default. This removes some functionality, like filters, and common tasks. Here are the steps you can use to add these components back in. To Add in the standard features to the Task Pane area In the Portal […]
We had a client recently that ran into an issue trying to use the Date Control in the web client to pick the date of Nov. 1, 2015. This happens to be the day of daylight savings time cut-over. When using a browser that has the timezone defined as Central Time (US & Canada) the […]
One thing that clients have asked for is how to restrict the selection of the Opportunity Contacts to only include those Contacts at the Opportunity’s Account. In the Saleslogix web client, with the version of the quick form that features a SLXLiveGrid control you can follow along with these steps to accomplish that: Open the […]
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