I use this whenever I get an email in Creatio from a new Contact or a Contact with incomplete data. When an email shows up in your inbox and you see the little orange cloud-shaped icon, this is an indicator that it found new/missing data or there is a contact in the email string that […]
Infor CRM Mobile 4.1 has been announced and will be available within the next few months. A critical 4.0 bug fix is included which impacts all devices running the latest Apple IOS 13 where the calendar controls do not work correctly. Customers who are experiencing this issue now can report this to Infor and get […]
Included in the next release of Infor CRM is an all-new Forecasts and Quotas capabilities. Many customers have been asking for this and it will part of the next update, 8.4.03 for the web client. Managers can establish a goal for a specific user or team of users and then track their progress towards achieving […]
There might be times where a value entered by a user needs to be unique. For example account numbers, each account will have it’s own unique number. To do this you will need to do a query to make sure no other account has the same account number. Let’s take a look how to set […]
You can view the errors logged by Infor CRM by looking at the Application log in the Windows Event Viewer.
A long time ago I wrote about how to add a pre condition to a lookup control in the Infor CRM web client. I realized that I had not really specified the options when creating a new LookupPreFilter, specifically what options you have in the OperatorCode. When you add a lookup pre-condition at design time […]
The administrator can enable sync in the Integration section of the Infor CRM web client.
Awhile back I wrote an article about how to notify activity participants with a looping process but I thought that it would be a good idea to make the loop process it’s own topic. In that article, the process looped through the activity participants In this article, I will simplify that and just show how […]
You can use command-line arguments to choose which Xbar features are installed.
In this article I will tell you how to refresh a page from a process in Creatio. It’s pretty common for a process to run on a signal from a record being saved. That process might update fields that you want the user to see right away. To do that you’ll need to refresh the […]