Tag: SalesLogix
Top 5 Best Practices for a Smooth Infor CRM Upgrade
Upgrading Infor CRM does not have to be stressful. This guide covers the top five best practices for preparing your environment, handling customizations, merging web.config changes, and running a clean, predictable upgrade.
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 want this default to be...
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 click to go to,...
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 to have the possibility...
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 in the system. If...
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.
