Using Roles in Infor CRM SLX to Control User Permissions
Permissions in the Infor CRM SLX web client are controlled by assigning Roles to Users in the Administration section of the web client.
Microsoft Releases Patch to Address Secure Boot Bypass Exploited by BlackLotus Bootkit
Many people (probably the majority) use Windows 10 or 11 and we wanted to make you aware that Microsoft has recently released a patch to address a Secure Boot bypass vulnerability that was exploited by the BlackLotus bootkit. This bootkit is the first-known real-world malware capable of bypassing Secure Boot protections, allowing the execution of […]
Infor CRM 9.1 – planned for release in June 2023
The next release of Infor CRM, which will be an update to 9.0, is due in the first half of June 2023. Once we have more information on what this new release contains, I’ll post an update here.
Infor CRM – Version Support and Lifecycle
Here is a good explanation of the product support policy lifecycle for Infor CRM. Contact us right away to discuss getting you upgraded to a supported version.
Configure Infor CRM SLX Mobile Portal for Windows Authentication
It is possible to set the Infor CRM SLX mobile app to use Windows authentication, though login with Windows credentials is still required.
Infor CRM 9.x – 12 month Initiatives
Take a look at the 12+ month view of what to expect in Infor CRM 9.x
Infor CRM – Additional Workflow features
This is a significant new capability being added to Infor CRM 9.x. Everything we do is part of a workflow/process and now Infor has added many more elements and capabilities to the CRM workflow engine. Check out the list of all you can now do using workflow automation all build using a simple graphical UI. […]
Infor CRM – New Developer Menu Items
As part of the ongoing effort to migrate all functions previously requiring the LAN Administrator or LAN Application Architect, Infor is adding many functions to the web client in 9.x
Infor CRM – New Calculated Fields for list views
We get asked for this a lot and here it is. Coming in version 9.x is the ability to create a calculation and then display that value as a column in a list view.
Infor CRM – New History Main View
Here is another new feature coming in Infor CRM 9.x They have added a new main view for History records. This provides all the benefits of other main views such as building groups, searching, and exporting. Coming soon to version 9.x
Infor CRM – Control the Job Manager from the Web client
A lot of folks will be pleased to see this improvement as the Job Manager previously required you to log into the server to see its status. Now you can control it right from the web client interface. Coming soon to Infor CRM 9.x
Infor CRM – Product line numbering new feature in 9.x
I’m happy to see this feature finally being implemented. Previously, you had to carefully add products to Quotes and Orders in the order you wanted them to appear on the screen and output whereas now, you can re-order them at any time.
Infor CRM – Account based sales tracking feature
This is a screenshot of a new feature that will be part of a future release of Infor CRM 9.x This should be useful for companies that are primarily Account-based selling vs Opportunity based selling.
Infor CRM SLX – April 2023 Roadmap
Take a look at what is available for Infor CRM SLX 9.0 and what is coming in 9.1, 9.2 and beyond in the Infor CRM SLX Roadmap
Troubleshooting Steps When Reports Are Not Working in Infor CRM SLX
If Reports are not running, you can troubleshoot by verifying that other jobs are running, and that the documents path is functioning for all users.
Adding a Email link to a datagrid in Infor CRM SLX for Windows
Adding an email link to a datagrid in Infor CRM SLX for Windows can be a useful feature to allow users to quickly send emails to a specific recipient without having to manually enter the email address. In this article, I will outline how to create an email link in a datagrid using VBScript in Infor CRM SLX for Windows.
Which Versions of Windows and SQL Should I Use With Infor CRM SLX 9.0?
The most recent version of Windows Server and the most recent version of MS SQL supported for use with Infor CRM SLX 9.0 are Windows Server 2019 and MS SQL 2019, respectively.
Marketing solutions for Infor CRM – Cost comparison
The 2 leading solutions for adding digital marketing to Infor CRM are Inbox Guru and Creatio marketing from Customer FX. Both of these solutions are tightly integrated with Infor CRM both LAN and Web however, the way the services are priced is very different* Here are some examples of how the price of the 2 […]
Creatio Marketing integration for Infor CRM
Creatio marketing is a best-of-breed, low-cost, digital marketing solution and soon we will have the integration to Infor CRM available at no cost to our Infor customers. Until now, Infor CRM customers had to purchase a third-party integration solution or pay for a costly custom development project to integrate Infor CRM and their marketing software. […]
Slowness in Infor CRM SLX LAN Client Alleviated by Adjusting Windows SMB Settings
Windows SMB protocol can cause slowness when dealing with attachments in Infor CRM SLX LAN client, which can be alleviated by changing some the SMB setting in the registry.
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Email Search in Communication Panel Add-on for Creatio
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Filter Highlighting Add-on for Creatio
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