Web Client | Customer FX

Working with Attachments in Infor CRM (Saleslogix)

by Dan Ramsey | Dec 21, 2017 | Infor CRM

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.

Automating the Build & Deploy Process for Infor CRM

by Ryan Farley | Dec 19, 2017 | Infor CRM

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. […]

Infor CRM (formerly Saleslogix) HTTP Error 401.2 -Unauthorized

by Mark Duthoy | Dec 13, 2017 | Infor CRM

When HTTP Error 401.2 -Unauthorized appears in your web browser

Getting the Primary Office Address in the Infor CRM Web Client

by Kris Halsrud | Dec 13, 2017 | Infor CRM

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.

Making Columns Resizable in the Lookup Dialog in Infor CRM Web

by Ryan Farley | Dec 12, 2017 | Infor CRM

By default, the columns in the grid on the lookup dialog are not resizable. You get static width columns and the user cannot drag to increase the width of columns. This behavior can be changed with some simple Javascript. The following code will allow the columns in all lookup dialogs to be resizable. This code […]

Setting up sync in Infor CRM (Saleslogix)

by Dan Ramsey | Dec 11, 2017 | Infor CRM

If you want to synchronize Infor CRM (Saleslogix) with Outlook, you must install Xbar as an Outlook add in.

Want Better Email Marketing from Within Infor CRM?

by Brianna Ojard | Dec 8, 2017 | Infor CRM

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, […]

Limiting the Export Format Choices for Reports in Infor CRM Web

by Ryan Farley | Dec 5, 2017 | 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 […]

Infor CRM 8.2 Editable Grid Quick Form Naming Issue

by Kris Halsrud | Dec 3, 2017 | Infor CRM

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 […]

Conditional Styling of Rows in the Editable SData DataGrid in Infor CRM Web

by Ryan Farley | Nov 28, 2017 | Infor CRM

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 […]

Working with the VFS in Application Architect

by Dan Ramsey | Nov 22, 2017 | Infor CRM

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.

Changing the Address Control to Open Google Maps Instead of Mapquest in Infor CRM Web

by Ryan Farley | Nov 21, 2017 | Infor CRM

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 […]

Infor CRM Contour Geocode mapping

by Kris Halsrud | Nov 20, 2017 | Infor CRM

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 […]

Why is my Infor CRM (Saleslogix) so slow?

by Dan Ramsey | Nov 17, 2017 | Infor CRM

There are many possible reasons Infor CRM (Saleslogix) can be slow. Here are a few possible causes worth looking at.

Infor CRM Xbar FAQ’s

by Scott Weber | Nov 16, 2017 | Infor CRM

Need to get the low down on the Infor CRM Xbar? Check out the new Xbar FAQ: Infor CRM Xbar FAQ

Setting a Default Sort in an Editable SData DataGrid in the Infor CRM Web Client

by Ryan Farley | Nov 14, 2017 | Infor CRM

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 […]

Create an Infor CRM (Saleslogix) Report to Filter by Date

by Dan Ramsey | Nov 8, 2017 | Infor CRM

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.

Automatically Setting Focus to the Search Textbox in Lookups in Infor CRM Web

by Ryan Farley | Nov 7, 2017 | Infor CRM

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

by Ryan Farley | Nov 1, 2017 | Infor CRM

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 […]

Resize the Lookup Popup in the Infor CRM Web Client

by Kris Halsrud | Oct 30, 2017 | Infor CRM

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 […]

Tag: Web Client

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