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 […]
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.
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 […]
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. […]
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 […]
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. […]
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. […]
If you want to synchronize Infor CRM (Saleslogix) with Outlook, you must install Xbar as an Outlook add in.