SalesLogix | Customer FX

Enable Sync in Infor CRM Web Using the Web Client

by Dan Ramsey | Jan 23, 2020 | Infor CRM

The administrator can enable sync in the Integration section of the Infor CRM web client.

Add licenses to Infor CRM (Saleslogix)

by Dan Ramsey | Jan 3, 2020 | Infor CRM

You can add licenses to Infor CRM (formerly Saleslogix) by using the Administrator application.

Clear User Settings in CRM LAN client (formerly SalesLogix)

by Dan Ramsey | Sep 18, 2019 | Infor CRM

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?

by Dan Ramsey | Sep 12, 2019 | Infor CRM

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)

by Dan Ramsey | May 2, 2019 | Infor CRM

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)?

by Dan Ramsey | Mar 5, 2019 | Infor CRM

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

by Dan Ramsey | Nov 29, 2018 | Infor CRM

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

by Ryan Farley | Oct 22, 2018 | 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

by Dan Ramsey | Oct 15, 2018 | Infor CRM

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

by Ryan Farley | Oct 4, 2018 | Infor CRM

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

by Ryan Farley | Sep 20, 2018 | 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

by Ryan Farley | Sep 4, 2018 | 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.

by Dan Ramsey | Aug 29, 2018 | 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

by Dan Ramsey | Jul 25, 2018 | Infor CRM

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.

by Dan Ramsey | Jul 16, 2018 | Infor CRM

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

by Dan Ramsey | Jul 2, 2018 | Infor CRM

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.

Incompatibility between old SalesLogix and new Chrome

by Dan Ramsey | Jun 7, 2018 | Infor CRM

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

by Dan Ramsey | May 14, 2018 | Infor CRM

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

by Ryan Farley | May 8, 2018 | Infor CRM

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

by Ryan Farley | May 2, 2018 | 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 […]

Tag: SalesLogix