Updated List of Which Versions of Microsoft Office Integrate with Infor CRM (Formerly Saleslogix)
32-bit versions of Microsoft Office 2013 and 2016 able to integrate with Infor CRM. But not Home & Business edition or Business Essentials.
Which Outlook Versions are Compatible with Xbar and Infor CRM (Saleslogix)?
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).
InforCRM 8.3.x Web Client Edit Options Are Missing
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
Setting the SData Configuration Path After Error 500 in Saleslogix Web 8.x
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.
Infor CRM 8.2 Web Client Fails to Delete Attachment
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.
InforCRM V8.x Customer Portal File Attachment Upload Fails With Error 405
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.
Can I Bind an Attachment to a Specific Activity in Infor CRM version 7.54?
Recently I had a user ask if they could bind an attachment to a specific Activity within Infor CRM??
How I assign ownership to a group of Leads in 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?
How do I remove users from my Infor CRM system (formerly SalesLogix)?
I had an Administrator ask me for the steps they needed to take in order to remove a user from the Infor CRM system.
How do you set the Base Directory when Deploying your Web Client on Infor CRM 8.1?
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...
How do I fix a corrupt Picklist in Infor CRM version 8.1?
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.
Infor CRM Summary Report
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?
Checking Infor CRM (Saleslogix) Picklists for valid data
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.
How do I get an accurate count of Infor CRM (Saleslogix) Licenses in my system?
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??
How do I access the new Opportunity that I created in Saleslogix??
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.
How do you add a parameter for File Attachment Size and Timeout in Saleslogix 8.1?
Question: Is it possible to set a parameter for file attachment size and timeout in Salelogix? If so, where is that setting located?
Saleslogix Default Group Layout
How can I default the formatting of columns in my Saleslogix groups?
How Can I Build a Group of Account Assets and the Contact Associated with Them?
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.
Editing Filters in Saleslogix Web Client 8.0
Is it possible to add or remove Saleslogix filters from the List view in Accounts?
Global Joins in the Saleslogix Web Client
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.
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Infor CRM (Saleslogix) 8.3 Compatibility Matrix
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