Infor CRM Web Client Throws Specific Error When Open in Multiple Tabs
There is a specific Saleslogix Web Client error that is caused by having Infor CRM open in multiple tabs on the same browser.
Moving or Restoring Databases in Infor CRM (formerly Saleslogix)
Use the sa SQL account to move or restore CRM databases, but use sysdba to connect to them.
Upgrading Infor CRM Mobile from Version 3.x to Version 4.0
If you’re using Infor CRM Mobile version 3.x, without question you should consider upgrading to version 4.0. Version 4.0 has a completely new UI that is a huge improvement to Infor CRM Mobile. It’s a more modern look and feel, but greatly improves the user experience as well. However, the upgrade from mobile 3.x to […]
Error Logs in Infor CRM (formerly Saleslogix)
You can view the errors logged by Infor CRM by looking at the Application log in the Windows Event Viewer.
Enable Sync in Infor CRM Web Using the Web Client
The administrator can enable sync in the Integration section of the Infor CRM web client.
Add licenses to Infor CRM (Saleslogix)
You can add licenses to Infor CRM (formerly Saleslogix) by using the Administrator application.
Clear User Settings in CRM LAN client (formerly SalesLogix)
It is possible to clear the user settings in the CRM LAN client (formerly SalesLogix) using a SQL query.
Did my SData portal deploy correctly?
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 .
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).
Issues with the latest version of Chrome (70) and Infor CRM (Saleslogix) web client
Chrome 70 (released mid-October 2018) can cause issues with Infor CRM (Saleslogix) web client.
Setting a Default Search Field and Search Operator for Lookups in Infor CRM
In the Infor CRM (Saleslogix) web client, the Lookup dialogs will default the search field to the first field in the lookup results layout. The operator will default to a default for the data type of the search field. However, this behavior can be changed with some Javascript on a lookup-by-lookup basis. Let’s say we […]
A More Drastic Fix for some Infor CRM and Outlook Sync Issues
Here are two more drastic option to reinstall or repair Xbar, which clear out data that is not touched by other methods.
How to Add a Call Button to the Phone Control in Infor CRM Web
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 […]
Adding a Confirmation Prompt to a Checkbox Control in Infor CRM
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 […]
Excluding Reports from the Reports List in Infor CRM
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 […]
How to Turn Off SMB 2.0 Caching if it is Slowing Down Infor CRM.
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.
Redirect from the Default Web Page to the Infor CRM Web Client
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.
GLOBALCHANGETRACKING Table and Email Sync.
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.
Dealing with Columns in Infor CRM (SalesLogix) Query Builder
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.
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Infor CRM (Saleslogix) 8.3 Compatibility Matrix
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