Infor CRM

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 […]

SQL Native Client for Infor CRM SLX

by Dan Ramsey | Oct 28, 2022 | Infor CRM

In order for Infor CRM SLX LAN software to connect to a database, the SQL Native Client must be installed on the machine.

Using Activity Types in Groups

by Dale Richter | Oct 18, 2022 | Infor CRM

Have you ever tried to get the Type of Activity listed in your Group layout of a group that contains Activity fields?

Displaying Date/Times Correctly Using the User Timezone in the Infor CRM Web Client

by Kris Halsrud | Oct 13, 2022 | Infor CRM

How to return the correct browser date/time equivalent values when running server-side code in the Infor CRM web client.

Anti-Virus Exclusions for Infor CRM SLX

by Dan Ramsey | Sep 30, 2022 | Infor CRM

Excluding certain folders from active monitoring by anti-virus software can greatly help with troubleshooting performance issues.

Must Watch: Infor CRM SLX Customer Roadmap Recording

by Brianna Tinjum | Sep 27, 2022 | Infor CRM

We know many of you were unable to attend the Infor CRM SLX Product Roadmap call and, unfortunately, there wasn’t much information to be found about what to expect for the future of the product. We’re happy to share that recently Infor released the recording from the call and you can find it here.

Modifying standard entity properties and objects to “Custom” in Infor CRM

by Jason Buss | Sep 23, 2022 | Infor CRM

With InforCRM version 8.5.1, custom or modified items in the project explorer now show up with a specialized icon to indicate their "Custom" status. Only "Custom" items can be added to bundle manifests. This means that any out of the box item can no longer be bundled. Fortunately, there is an easy way to make Application Architect identify an item as Custom, without having to modify that object.

IIS Binding Configuration for Infor CRM SLX

by Dan Ramsey | Aug 30, 2022 | Infor CRM

It is possible to host multiple Infor CRM SLX sites (or other sites) on the same IIS server instance, as long as each site has a unique port and host name combination.

Infor CRM Web Client Merging Account Error

by Kris Halsrud | Aug 11, 2022 | Infor CRM

If you are trying to merge accounts in the Infor CRM web client and you receive a popup stating: “You do not have the required security access for the selected records” This is caused by the web client validating the current user’s field level security against the security profile assigned to the user on the […]

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