Tag: SalesLogix Activities
Realigning Activities in Infor CRM SLX
Have you ever wondered how to realign Activities for a user in Infor CRM SLX that has left the company or maybe taken on a different role within the company? The first thought would be to write a SQL script to change the user. However, this presents a problem because many different tables are involved with Activities. You cannot...
Adding a Filter/Condition to the Contact Attendees Lookup in the Infor CRM Activity Editor Dialog
I've posted a few times before about customizing the Infor CRM (Saleslogix) Activity Editor Dialog. It's a form made up of 100% Javascript so customizing it isn't like your typical Infor CRM Web customizations. In this article, we'll be looking at how to customize the lookup to add contact attendees (participants) to the activity. Specifically, we'll be adding a...
Clearing all Activity Notifications in Infor CRM with a SQL Statement
If you've ever imported activities into your Infor CRM (Saleslogix) database, you'll likely hear from users that they've been bombarded with notifications. In some instances, you might want to clear those notifications so newly created activity notifications don't end up getting lost in them all. Luckily, you can do that with a single SQL statement.
The following SQL statement will...
Customizing the Activity Dialog in Infor CRM to Default the Activity Location to the Selected Contact’s Address
Customizing the Activity Dialog in Infor CRM Web is not like customizing other forms. This form is not a QuickForm/SmartPart or ASP.NET form. Instead, it is made entirely of Javascript. However, once you've learned the basics of how to work with it, you actually have every bit as much flexibility, or more, than working with a traditional QuickForm. In this...
