Enable Sync in Infor CRM Web Using the Web Client
The administrator can enable sync in the Integration section of the Infor CRM web client.
How to Loop Through Records in a Process in Creatio (formerly bpm’online)
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 […]
More Command-line switches for Infor CRM Xbar
You can use command-line arguments to choose which Xbar features are installed.
How to Refresh a Page from a Process in Creatio (formerly bpm’online)
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 […]
Command-line Installation of Infor CRM Xbar
It is possible to install Infor CRM Xbar from the command line.
Add licenses to Infor CRM (Saleslogix)
You can add licenses to Infor CRM (formerly Saleslogix) by using the Administrator application.
Creating Custom Macros To Format Values in Word Printables for Creatio (formerly bpm’online)
In Word printables for Creatio, it’s possible to create all sorts of custom macros to query and add related data, bring in values such as the current user, or just to format values. This article will look at creating a custom macro to format currency values in a Word printable, however the concepts are the […]
Automatically notifying activity participants via email in Creatio (formerly bpm’online)
A lot of calendar apps, like Google Calendar for example, allow you to notify participants with an email. This functionality doesn’t exist in Creatio but it’s easy to add. In this article I will show you how to make a process that allows you to send emails to participants of an activity. For the first […]
Iterating Through All Properties Bound to a Page in Creatio (formerly bpm’online)
There might be times when you need to iterate through all properties bound to a page in Creatio. I recently needed to implement a reset/clear button for a form where all entered values would be cleared. I didn’t want to hard-code all the properties since there were many, also, that would mean I’d have to […]
Using Client-Side Calculations on Pages in Creatio (formerly bpm’online)
There are times in Creatio you’ll need to do calculations on a page. To do this it is pretty simple but it does involve a little bit of JavaScript. In this article I will cover a scenario where a page has a total amount that a customer owes. The user will enter a percentage amount […]
Popular Downloads
Infor CRM (Saleslogix) 8.3 Compatibility Matrix
File Size: 92.50 KB
SalesLogix SData Endpoint Whitepaper
File Size: 0.00 KB
Subscribe To Our Newsletter
Join our mailing list to receive the latest Infor CRM (Saleslogix) news and product updates!
You have Successfully Subscribed!