The administrator can enable sync in the Integration section of the Infor CRM web client.
You can add licenses to Infor CRM (formerly Saleslogix) by using the Administrator application.
It is possible to clear the user settings in the CRM LAN client (formerly SalesLogix) using a SQL query.
It might not be obvious in Infor CRM whether or not the SData portal has deployed correctly. If testing from the web server, the default address to test Sdata is localhost:3333/sdata/system$/adapters .
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).
Chrome 70 (released mid-October 2018) can cause issues with Infor CRM (Saleslogix) web client.
Here are two more drastic option to reinstall or repair Xbar, which clear out data that is not touched by other methods.
The phone control in the Infor CRM (Saleslogix) Web Client format’s a phone number, when possible, and that’s really about all it does. What if you wanted to also make it so you could click the number to dial it. Other similar controls, such as the web address control, provides a button that you can […]
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 […]
If SMB 2.0 caching used in Windows 10 is slowing down Infor CRM, it is possible to use the Windows Registry to effectively turn off this caching.
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.
If you are running some email sync, and it having issues completing, one possible solution is to purge the GLOBALCHANGETRACKING table of all its old delete records.
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.
Do not enable No Count on a SQL server running Infor CRM (Saleslogix).
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 […]