Tag: SalesLogix 8.1

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: private Sage.Platform.Application.UI.UIWorkItem _parentWorkItem; public Sage.Platform.Application.UI.UIWorkItem ParentWorkItem { get { return this._parentWorkItem; } ...

 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 switch records client side, using...

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.Security.IUserService>() as Sage.SalesLogix.Security.IWebPortalUserService;            if (service !=...

 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 either the OS or your...

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 web client is caching...

 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.  Hmm.Well the solution to this is simple, the...

 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 have always been able to...

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 start with ERP).  Worse,...