Incompatibility between old SalesLogix and new Chrome
The most recent version of Chrome (67) is incompatible with some older versions of the SalesLogix web client.
Do not enable No Count on Infor CRM (Saleslogix) SQL server
Do not enable No Count on a SQL server running Infor CRM (Saleslogix).
Showing a Message When a Page Has Missing Required Fields in Infor CRM Web
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 […]
Showing the Entire Note at Once When Clicking “View More” in the Notes/History Tab in Infor CRM
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 […]
How to Disable Unused Jobs in Infor CRM (Saleslogix)
You can disable unused jobs buy commenting them out in the Scheduling.config file.
Responding to Row Selected Events in the Editable/SData Grid in Infor CRM Web
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 […]
How to Secure Memcached Service on Infor CRM (Saleslogix) Web Server
Make sure your Infor CRM web server is behind a firewall that blocks traffic on port 11211.
Using IComponentReference as a Generic Entity Type for Infor CRM Entities
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 […]
Adding Custom Columns to the Lookup Dialog to Show Related Data in Infor CRM Web
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 […]
Hide Infor CRM Groups in the Database
It is possible to hide groups at the database level, thus speeding up load times.
Don’t install the Infor CRM Job Server on the Web Server
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.
Getting the SQL for a Group in Infor CRM Web
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 […]
Creating Custom Deployment Actions for Portals in Application Architect for Infor CRM
Something that is nice about the Application Architect is that it is customizable in a similar way to how you customize the Infor CRM web client itself. An example of this is in my Git Extensions for Application Architect project. One useful place that you can extend with your own code is the deployment process. […]
Enabling Cross Origin Requests (CORS) for SData to Allow Client-Side Requests from Other Domains
If you are making client-side Javascript request to SData from a domain that is different than where your SData portal is deployed, you’ll like be seeing the requests blocked with errors showing in the console that say “Cross-Origin Request Blocked: The Same Origin Policy disallows reading the remote resource”. What this means is that the […]
Easily Generate QR Codes in Infor CRM
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 […]
Start a Sales Process for an Opportunity via the SData API in Infor CRM
If you’re using SData to create Opportunity records, you’ll likely need to also start sales processes for those opportunities as well. Sales processes in Infor CRM (SalesLogix) is a mess with all the XML etc. Luckily, there’s an out of the box business rule we can use that does all the messy stuff for us. […]
Working with Attachments in Infor CRM (Saleslogix)
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.
Automating the Build & Deploy Process for Infor CRM
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. […]
Making Columns Resizable in the Lookup Dialog in Infor CRM Web
By default, the columns in the grid on the lookup dialog are not resizable. You get static width columns and the user cannot drag to increase the width of columns. This behavior can be changed with some simple Javascript. The following code will allow the columns in all lookup dialogs to be resizable. This code […]
Setting up sync in Infor CRM (Saleslogix)
If you want to synchronize Infor CRM (Saleslogix) with Outlook, you must install Xbar as an Outlook add in.
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Infor CRM (Saleslogix) 8.3 Compatibility Matrix
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