Infor CRM

Which Versions of Windows and SQL Should I Use With Infor CRM SLX 9.0?

by Dan Ramsey | Mar 16, 2023 | Infor CRM

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

by Scott Weber | Mar 10, 2023 | Infor CRM

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

by Scott Weber | Mar 9, 2023 | 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

by Dan Ramsey | Feb 17, 2023 | Infor CRM

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.

Infor CRM- What’s New in the current and past releases

by Scott Weber | Jan 24, 2023 | Infor CRM

Infor CRM SLX contains the following updates: Version 9.0 Updated user interface Ability to select a theme color from the Theme menu Ability to specify light, dark, or high-contrast mode Information is emphasized Editable information is bold Read-only information is in black text Labels are now a lighter gray Field borders appear in insert mode, dialog […]

Infor CRM Getting Custom Entities Working with Activity Associations

by Kris Halsrud | Jan 18, 2023 | Infor CRM

How to get the activity association functionality in Infor CRM to actually work with custom entities.

Infor CRM SLX Address Field Designations

by Dale Richter | Dec 28, 2022 | Infor CRM

Have you ever noticed the checkboxes on the Address Add/Edit view? The checkboxes for Primary Address, Primary Billing, and Primary Shipping.

Infor CRM – How to disable the Sync Server and license

by Scott Weber | Dec 7, 2022 | Infor CRM

We see a lot of customers’ Infor CRM systems with the sync server running even though they no longer or never used remote databases. This consumes server resources and may generate unwanted sync files. Here is how to disable all of that Description: This guide provides instructions on how to remove a sync server license. […]

Infor CRM 9.0 – Compatibility guide download

by Scott Weber | Nov 18, 2022 | Infor CRM

Click on the link below to download the .pdf version of the Infor CRM 9.0 compatibility guide Infor CRM SLX v9.0 OCM

Open Firewall Ports Needed for DMZ Installation of Infor CRM SLX

by Dan Ramsey | Nov 11, 2022 | Infor CRM

When setting up the Infor CRM SLX web client in a DMZ, there are certain ports that need to be opened on the exterior and interior firewalls.

Infor CRM Mobile 4.3 is now available

by Scott Weber | Nov 11, 2022 | Infor CRM

Changes in Mobile 4.3 Removed lead/account validator when inserting notes/history Added all available options to configuration/development.js and configuration/production.js Options are commented out by default, allowing the user to simply un-comment and save Allow attachments to “save as..” when over Chrome’s data URI limit Fix language/region dropdowns loading from the same source Allows for adding regions […]

Infor CRM 8.5.01 – Performance measurements vs previous versions

by Scott Weber | Nov 9, 2022 | Infor CRM

Infor hired an independent testing company to evaluate the user interface performance of this latest release compared to version 8.4 and older. Here is a sample of the report with 100 simulated users of the web client

Infor CRM 9.0 – Web Client: Refreshed User Interface

by Scott Weber | Nov 8, 2022 | Infor CRM

The Infor CRM 9.0 release includes some significant UI improvements for the web client Information is emphasized Editable information is bold black text Read-only information is in black text Labels are now a lighter gray and positioned above fields allowing for fields to be positioned horizontally. A new contact card that: Highlights the most important […]

Installing or Upgrading to Infor CRM 9.0 – Important Information

by Scott Weber | Nov 7, 2022 | Infor CRM

Important information about the 9.0 Install/Upgrade – There is no v9.0 database. Use the provided 8.5 database for a new install You will need to run the conversion utility There are no project backups, instead apply these bundles: ICRM SLX v9.0 Web VFS.zip ICRM SLX v9.0 Web Actions.zip – For instructions, please reference the following: […]

Infor CRM 8.5.0.1 – Application Architect Datalink Connections – What to Know

by Scott Weber | Nov 4, 2022 | Infor CRM

The Name of the Datalink Connection for Application Architect must match the connection name as defined in Connection Manager. Why does this need to match? Application Architect is now 64-bit and does not use the SLX Provider for database connections. The deploy process in AA, still needs to create a SLX Provider connection for the […]

Infor CRM Web Client v9.0- List View KPIs

by Kris Halsrud | Nov 3, 2022 | Infor CRM

A brief overview of the new list view KPIs found in the new Infor CRM version 9.0 web client.

Infor CRM 8.5.0.1 – Application Architect Merge Utility

by Scott Weber | Nov 3, 2022 | Infor CRM

Infor CRM includes a new tool called the Application Architect Merge Utility Where do I find it? Tools menu, “Manage Customizations” When do I use this? After an upgrade of CRM Why do I use it / what does it do for me? Will show you which of your custom core forms have been updated […]

Installing the New “Word” Addin for Infor CRM

by Dale Richter | Nov 3, 2022 | Infor CRM

In 2022 the Internet Explorer Browser no longer works with Infor CRM Mail Merge. Infor has released a new Addin that is not dependent on any Browser. It works directly with Microsoft Word.

Windows Server 2012 Ending Support (Notice for Infor CRM Implementations)

by Scott Weber | Nov 2, 2022 | Infor CRM

Windows Server 2012 will end extended support on October 10, 2023 – If you are using this version of Windows Server, it is important to upgrade your server and get migrated to Infor CRM 8.5 so you do not have security concerns when this happens.

Infor CRM 9.0 is now available

by Scott Weber | Nov 1, 2022 | Infor CRM

Infor released 9.0 today which is a bundle that can be applied to any 8.5 or above system. 9.0 Features Updated UI List View KPIs Colors and Themes Account and Contact Images New Dashboard Widgets: Group List and Bubble Chart Email Attachments Phone/Email Lookup changes Ability to Merge Contacts in the Account Contacts Tab New […]

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