32-bit versions of Microsoft Office 2013 and 2016 able to integrate with Infor CRM. But not Home & Business edition or Business Essentials.
Versions of Xbar that work with Infor CRM 8.3 or 8.4 are compatible with locally installed versions of Outlook 2010, 2013, and 2016 (with some exceptions).
After adding a custom bundle to Infor CRM (formerly Saleslogix) in the Application Architect two users were missing the Edit Option on a Manage Mail Options Form that was not affected by the new custom bundle, and one other user still had the Edit Option on the form. So the first thing we checked is the user's roles
When you hit the test link it should test with the "The feed tested successfully" message. However, if it does not and does not change the Saleslogix Feed and instead returns Error 500 then you will need to modify the ENDPOINTURL in SQL Management Studio.
When attempting to delete and attachment using the Infor CRM 8.2 Web Client, you may get an error that the "requested value 'Modified' was not found." This occurs when values for RemoteAttachments.Status in the underlying database are not correct.
We had not seen this error in the InforCRM Customer Portal until recently, and the befuddling aspect was the SLXClient attachment upload worked perfectly. The Application Architect setup was checked and IIS was setup and running with the WebDll user running the CustomerPortal application and web pool.
Recently I had a user ask if they could bind an attachment to a specific Activity within Infor CRM??
There is a tool within Infor CRM to align Accounts to different Account Owners. It is called Territory Realignment. There is a tool in Infor CRM to globally replace data in Contact/Account Fields. But, I cannot find a way to update Lead ownership within Infor CRM. How is this accomplished in the interface?
I had an Administrator ask me for the steps they needed to take in order to remove a user from the Infor CRM system.
Question:How do I make sure my Base Directory is set correctly on Infor CRM ? Recently I had a customer that had created a backup of their LIVE database and restore it for testing purposes. When they restored the database and deployed, they did not check the base directory settings for the Slxclient in the IIS settings. It was still pointing to the LIVE database server and deployed to the server. All changes made to the database by users wer...
I had a user ask how to fix a corrupt picklist. The picklist did not show any values when trying to edit the picklist values in the Administrator section of the Web Client . You are able to add a new entry and it shows up in the picklist, but the existing values are not there.
I had a user ask me what is the best way to figure out database statistics: 1. How many records are in my database? 2. What is the version of Infor CRM that I am running? 3. What Licenses do I own for Infro CRM?
This week I received a question about a particular picklist. One of the picklist items, when chosen, would not show up in the field. If another item was chosen with it, the other item would show up, but if you went back into the picklist, the first was not checked. It was doing strange things and would not stick in the field.
When I run a Summary Report in Infor CRM to get a count of Licenses, it shows me my active user count. Is that the number of Licenses that I own??
I had a user ask why they could not access a Salelogix opportunity when they clicked the hyperlink from the Account Opportunity Tab. It would flash to the Detail View and then go blank.
Question: Is it possible to set a parameter for file attachment size and timeout in Salelogix? If so, where is that setting located?
How can I default the formatting of columns in my Saleslogix groups?
Recently, I had a customer that wanted to get a list of Account Assets and the Contact associated with them. They wanted to know how to build the group.
Is it possible to add or remove Saleslogix filters from the List view in Accounts?
Question: How can I make a Global Join stick in the Saleslogix Web Client? Currently, when I create a global join, it does not show up in the Query Builder.