The Attachments tab lets you upload documents for an entity to be stored on the server, and allows a user to later download the documents to their own computers.
If you’re using a build server for continuous integration & deployment, you’ll be happy to know you can automate the build & deployment process for Infor CRM using command-line tools. Even if you’re not using a build server and would like to create some automated way to build & deploy, you’ll find these tools useful. […]
When HTTP Error 401.2 -Unauthorized appears in your web browser
To get the address defined for the primary company in the Infor CRM web client you can utilize a BusinessRuleHelp method called GetPrimaryServerBranchOptions. From this method you can then get the AddressID property of the BranchOptions object that is returned, and from there get the IAddress object.
If you want to synchronize Infor CRM (Saleslogix) with Outlook, you must install Xbar as an Outlook add in.
InboxGuru may be just what you’re looking for. InboxGuru is the only 100% native Marketing Automation solution built exclusively for Infor CRM. Since its initial launch the team at InboxGuru has been hard at work transforming it into a “Best of Breed” marketing solution with the features you need nested right within Infor CRM, […]
When a user runs a report in Infor CRM (Saleslogix), they are given choices to export the report to certain formats. This can easily be changed if you’d like to limit the choices to only certain types. Normally, the user will see the following choices: Let’s say you only want to have the PDF and […]
I just ran into an issue working on an 8.2 version of the Infor CRM web client. I was building a quickform with an editable grid that contained various tools that should be rendered on the toolbar. When I deployed the grid would not load and I was getting a client side error of: This […]
In this article we’ll taking a look at how to use conditional styling for rows in the Editable (SData) DataGrid. We’ll change the look (colors, etc) of the row based on conditions in the data. For the example we will be using, we will modify the TicketActivities grid so that punched-in timed activities that were […]
In a normal deployment of the Infor CRM (Saleslogix) Web Client, the files for the Web Client are stored in the Virtual File System, or VFS.
Out of the box in the Infor CRM (Saleslogix) Web client, when you click an address control to view it on a map it opens Mapquest. I have no idea who actually uses Mapquest, so this isn’t ideal and opening the address in Google Maps would be a far better option. This is changing in […]
Starting in Infor CRM 8.3.04 they added a feature called Contour which can utilize either Google or Bing mapping APIs to geocode the ADDRESS table in Infor CRM and then allow you to map addresses and find other close records. Scott Weber has a nice demo of all the features here. I wanted to get […]
There are many possible reasons Infor CRM (Saleslogix) can be slow. Here are a few possible causes worth looking at.
Need to get the low down on the Infor CRM Xbar? Check out the new Xbar FAQ: Infor CRM Xbar FAQ
When using the Editable (SData) DataGrid on forms in Application Architect, you have options for specifying the sort for the grid by setting the sort properties for a column. It is also possible to programmatically set the default sort for an Editable DataGrid as well if needed. First of all, to set the sort for […]
When creating a report in Infor CRM (Saleslogix) that filters based on date, the options can be a bit tricky. Luckily, most of tables and columns in the underlying SQL database are named fairly intuitively.
An annoyance I’ve always had when using the Infor CRM (Saleslogix) Web client is that in lookup dialogs the textbox where you type in a search value is not focused. You can’t just open a lookup and start typing. You have to first click into the textbox, then type in your search value. In my […]
Automatically Setting the Temp Lookup Group for Related Records When Navigating to an Entity Page in Infor CRM Web
A nice feature of the CRM LAN/Windows client is when you select a row in a grid and go to the entity, such as clicking on a contact in the account’s contacts grid to go to the contact, it will set the temp lookup group to the other contacts for the account you opened it […]
In the Infor CRM web client the lookup control’s popup dialog defaults to being something like 750px wide. Sometimes this may not be wide enough to incorporate a lookup whose grid contains a lot of columns. You can modify this behavior by extending the base SDataLookup widget. In a previous post I talked about how […]