A tip to make lookups in Creatio more interesting, which can help engage users more. Using emoticons in Lookups. I recently had a request to create a “rating” lookup with choices like 1-5. Sounds boring and seeing a “2” on a page doesn’t give a quick visual of what that really means. So, instead, I […]
If the Infor CRM client site will not display on a cloned web server, it may be necessary to set the IIS application pool identity to a local account, and then set it back to WebDLL.
Whenever you start working in a new Creatio system, whether it’s a local install or a trial system, there are some useful changes to make to help you have a better experience. These may or may not be useful to do in a production system as well but I’m focusing on a system that’s used […]
We received a tip from a customer (Rob Seiwert at Video Corporation of America) last week that is worth passing along. This tip will improve the performance of your Infor CRM (Saleslogix) Web and reduce the initial load time after periods of inactivity, after a server reboot, or after a new deployment has been performed. Pre-Compiling and […]
I recently assisted a client with restoring the Close Opportunity Form that appears when you select "Closed - Won" from the Opportunity Status field. The form is dependent on
We recently helped a client with an issue on a custom date field. Here is the problem. When entering 11/2/08 into a custom date field, the date changes to 11/1/08 (ironically enough this is the day that Day Light Savings Ends).
SalesLogix uses an internal function to create Ticket numbers based off the table ID for the record. The first two sections of these numbers indicate the user or site creating the number.