Web Client | Customer FX

Scheduling Activities against Entities in Infor CRM 8.4.04

by Kris Halsrud | Jun 30, 2021 | Infor CRM

Explaining the new Activity intterface in Infor CRM 8.4.04 web client and how the entity property Can Associate Activity is important to have properly set.

Infor CRM: Error creating manifest by project differences. “hexidecimal value 0x00, is an invalid character”

by Kris Halsrud | Sep 6, 2019 | Infor CRM

Infor CRM Web: Error creating manifest by project differences. “hexidecimal value 0x00, is an invalid character"

Phone Formatting in Editable SData Grids in Infor CRM

by Kris Halsrud | Jul 23, 2019 | Infor CRM

In the 8.4 Infor CRM web client, if you add a phone number column to an SData grid it does not handle formatting phones that contain extensions. Phones that are just 10 digits format fine as (nnn) nnn-nnnn but if you add a phone value like “6515554444×123” that value does not show formatted but instead […]

Fixing the Infor CRM Job Manager when all Jobs are Stuck “Paused”

by Kris Halsrud | Feb 28, 2019 | Infor CRM

In Infor CRM version 8.3.06 the Job Service can get stuck in Paused Mode. This is Fixed in version 8.3.08 and higher. If you run into this issue where all the jobs are stuck you can follow these steps to fix it: Shut down the Saleslogix Cache service Shut down the Saleslogix Job service Run […]

Infor CRM Web Client: Formatting the Phone Column in the Activity or History Participants Tab

by Kris Halsrud | Jan 29, 2019 | Infor CRM

I had a customer request that the phone number column on the Infor CRM Participant tab of the Activity or History screens be formatted like phone numbers are elsewhere in the client instead of just a run together string of numbers. To do this you need to extend the ActivityEditorAttendeesTab widget. The easiest way to […]

Infor CRM Field Security overrides being applied in the Web Client with BOE

by Kris Halsrud | Jan 25, 2019 | Infor CRM

I found that there is an override method to the normal Field Level Security implementation in the Infor CRM web client that will override the normal team/user based field level security for a record. The Field Level security is implemented in the class Sage.SalesLogix.Security.FieldLevelSecurityService. Within that class there is an override method AccessForPropertyBoeOverride. One of […]

Backup schedule for Infor CRM instances hosted by Infor

by Dan Ramsey | Jan 21, 2019 | Infor CRM

Infor automatically backs up hosted CRM instances, but these backups are done mainly with an eye toward disaster recovery.

Grids not appearing in Infor CRM web client in current version of Chrome (71)

by Dan Ramsey | Jan 17, 2019 | Infor CRM

When using recent versions of Infor CRM web client with the most recent version of Chrome, grids do not appear if you have any uncleared Alarms.

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 […]

Using InboxGuru? Whitelist This IP

by Brianna Ojard | Oct 12, 2018 | Infor CRM

Important announcement for all InboxGuru users. InboxGuru sent out the following email this morning. Let us know if you have questions. Important Update: New IP Address to Whitelist Quick and Simple Happy Friday to all of you! We have a request for each of you before we begin the weekend. Please notify […]

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 […]

Issue Deleting or Editing Activities in the Infor CRM web client

by Kris Halsrud | Sep 5, 2018 | Infor CRM

Troubleshooting why some activities could not be edited or deleted leads to a newly discovered data consistency issue with the USERNOTIFICATION table.

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 […]

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.

Fixing Inconsistent “Unsaved Data” Message Appearance in the Infor CRM Web Client

by Kris Halsrud | Jul 11, 2018 | Infor CRM

The Infor CRM web client in at least versions 8.3.09 and 8.3.10 there is inconsistency in when, or if, the “Unsaved Data” dirty flag appears at the top of the web client to let users know that there are unsaved changes on the page. Sometimes this flag does not show until a post back occurs. […]

Modifying the Edit Name Dialog in the Infor CRM Web Client

by Kris Halsrud | Jul 3, 2018 | Infor CRM

How to edit the Infor CRM Web Client's name control edit dialog which is a tasty dojo widget.

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.

Changing the default Sort of a Lookup Control in the Infor CRM Web Client

by Kris Halsrud | Jun 20, 2018 | Infor CRM

Normally, a lookup in the Infor CRM Web Client is determined based on the order of the columns as defined at design times. The search of the lookup defaults to the left most column in the layout and this is also the default sort of things that are returned. There is a way to change […]

Tag: Web Client

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