Unblock Xbar Install File to Include All Features
Xbar Outlook integration for Infor CRM may be missing a search feature if it is not unblocked before running the installation.
Infor CRM Connection Troubleshooting: Admin Configuration
In order for Infor CRM to function properly, Windows authentication must be enabled both globally and for the Admin user, and the Infor CRM Admin account must be linked to the Windows account used as the CRM service account.
3-in-1 Low-Code/No-Code Event
Interested in learning about low-code/no-code CRM? Curious about market trends and best practices for leveraging low-code/no-code technology? Creatio is holding an event Wednesday, May 19th at 9am CDT that will bring industry analysts together to discuss the latest in low-code/no-code technology: “We are excited to present our first annual global survey on the state […]
6 Easy Steps to Create a Word Printable Report in Creatio
1) Create new MS Word Report in Report setup area in Creatio First you’re going to open up the report setup area which you’ll find by clicking the gear in the top right corner and then click on Report setup. Then you’ll click new report and then choose MS Word. 2) Set up Report properties […]
Infor CRM Connection Troubleshooting: Ports
In order for Infor CRM to function properly, there are several ports you will need to make sure are open between all CRM servers.
Programmatically Using Section Folder Filters in Processes or Server-Side Code in Creatio
A useful way to allow a user to control the filters for some server-side operation or process is to allow them to select a folder for your back end code to use for filtering the data. There’s a few things you need to do to retrieve the filters for a folder. This article will provide […]
Troubleshooting Build/Deploy in Infor CRM
Troubleshooting your build/deploy on your Infor CRM System.
Adding a Multiline Text Field in the Creatio Mobile Client
When you add a text field in the Creatio mobile client using the mobile wizard, by default, the field will be a single line of text. If you want to make the text field show multiple lines, you’ll need to add some code to make it display as a multiline text field. To do this, […]
Setting a Sort for Lists in the Creatio Mobile Client
When you configure a list for the Creatio mobile client using the mobile wizard, by default the list shows in database order which isn’t too helpful. However, you can specify a sort for the list in code. The first thing you’ll need to do is add a module for the entity in the Mobile application […]
Creating Modules for the Creatio Mobile Client
Creatio’s mobile client is a hybrid mobile application using the Cordova framework to run a Javascript application inside a native application shell. Creatio provides a mobile application wizard that allows you to easily configure what shows in the mobile application. Just like the Section wizard, the mobile application wizard also generates javascript files. These javascript […]
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Infor CRM (Saleslogix) 8.3 Compatibility Matrix
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