There are times that you might want to prompt a user in Infor CRM (Saleslogix) to make sure a click was intentional. I recently built an integration for a customer that allowed them to add or remove products from their WordPress/WooCommerce website by simply checking or unchecking a box in Infor CRM. I didn’t want […]
In the Infor CRM (Saleslogix) Web client, users can go to the Reports section to see the full list of reports that are available. However, some reports, you might not want to have available there. For example, at times, you might build reports that serve a certain purpose, that you run via code from somewhere […]
The best way to set up redirection to the Infor CRM web client is to actually place the redirection in the body of the default web page.
Adding Columns in Infor CRM Querry Builder can be confusing, as columns are listed based on the organization of the database, rather than what is displayed in the Client.
The most recent version of Chrome (67) is incompatible with some older versions of the SalesLogix web client.
Many years ago I wrote an article titled Making Required Fields More Visible for SalesLogix 7.2 Web where I outlined how to display a message to the user when required fields are missing. Things have changed in CRM since then. In version 7.2, controls used ASP.NET validation with RequiredFieldValidators so you could accomplish showing a […]
There’s an annoyance in Infor CRM Web (Saleslogix) that most people have when viewing long notes or emails in the Notes/History tab. There’s a “View More” link, but clicking that only reveals a bit more. You click it again and it reveals a little more, and you repeat that several times until the entire note […]
You can disable unused jobs buy commenting them out in the Scheduling.config file.
The Editable Grid, or SData Grid in the Infor CRM (Saleslogix) web client is a dojo-based grid based on dgrid. This means that, for the most part, you can do just about anything with the editable grid that you can do with dgrid. In Infor CRM, there’s a few layers to the grid that you […]
Make sure your Infor CRM web server is behind a firewall that blocks traffic on port 11211.
Along the same lines as my previous article covering referencing entities using the IDynamicEntity interface to set and get properties by a string name instead of as a strongly-typed object, you can also use the IComponentReference interface as a generic entity type since all entities implement this interface. This interface is found in the Sage.Platform.ComponentModel […]
I recently had a request to customize the Lookup dialog in Infor CRM (Saleslogix) to add a hyperlink column that would launch a dialog to show related data to the row in the lookup search results. For this particular request, the customer wanted to add this custom column to any product lookup that would show […]
It is possible to hide groups at the database level, thus speeding up load times.
If you install the Job Server on your Web Server, the Web Server is likely to take a significant performance hit from having the Job Server working in the background.
The Infor CRM web client offers a time picker component to its date time control to allow a user to pick from a list of available times. THis control is based on the client side dijit TimeTextBox widget. The unfortunate downside to this widget is it streches from 12AM to 12pm in 15 minute increments […]
Groups can be a useful way to allow the user to build conditions to limit the records to perform some action on. Recently, we designed a job that would work on a set of records and we allow the users to define the list of records by adding conditions to a group. The job would […]
Yesterday, Kris posted about a new issue in 8.309 regarding URL controls. To check for this condition, I put together a quick SQL function that can be used to check url values to see if they would be affected by this bug.
QR codes can be useful and you might find a need for generating them inside of Infor CRM (Saleslogix). A QR code can represent a lot of different things, but in this article we will be creating QR codes that contain the URL to a record in the CRM web client (the value stored in […]
The Attachments tab lets you upload documents for an entity to be stored on the server, and allows a user to later download the documents to their own computers.
If you’re using a build server for continuous integration & deployment, you’ll be happy to know you can automate the build & deployment process for Infor CRM using command-line tools. Even if you’re not using a build server and would like to create some automated way to build & deploy, you’ll find these tools useful. […]