I have recently come across a bug a couple of times now that I thought important enough to discuss to hopefully help others from pulling out all of their hair trying to troubleshoot an issue that never should have become a problem. The issue is that entity events (OnBeforeUpdate, OnCreate, etc.) never seem to get […]
Password options is Infor CRM can be accessed by going to Tools > Options in the Administrator program, while a specific user's locked login may be unlocked by right clicking on that user and choosing Reset User Logins.
Big news! The Mail Merge Word Add-in is finally here! We know many of you have been waiting for this functionality after support ended for IE11, which was the only browser that could be used for mail merge. We are planning to record a comprehensive demo of the Infor CRM Mail Merge Word Add-in, […]
Infor released an announcement regarding multiple emails addresses in a notification. While I don’t think this is going to apply to many, if any, of our Infor CRM customers, here it is just in case: Summary The third-party outbound service provider Infor uses to deliver email has updated their service to allow only one “To” […]
Summary All CRM cloud instances will have their database credentials rotated to ensure password security. We will be updating all out-of-the-box database passwords including SYSDBA during an upcoming maintenance update. Impact If you have built any integrations or customizations that directly access the database using SYSDBA credentials, you will need to contact support to get […]
Updating CRM CSS Files Best Practice for updating or extending the CRM CSS files Do not update the CRM CSS files directly. Create a new CSS file to hold your changes or additions Open the Project Explorer in AA and navigate to: SlxClient SupportFiles css Right-click on the css folder and […]
Looking Ahead 184.108.40.206: will be released within the next few months and may include the following enhancements and features: Mail Merge Replacement (IE 11. requirement removed) 64bit support for AA Core Merge Utility JQuery updated to the latest version CRM Quote promotion to CSD Visual Multi-Site functionality in bi-directional […]
Infor CRM Mobile 4.2 is available for download from the Infor Support Portal. Activity Enhancements – Ability to view Associations on the Activity and History detail views – Ability to view and manage contacts or leads who are attendees to an activity User Experience Improvements – Group application preferences are now user-specific rather than just […]
Infor has published a Knowledge Base article with a list of what they are calling “Necessary Hotfixes” for all 8.5 installations. KB 2201482 is available on the Infor support portal with the files attached.
It’s almost here, the new mail merge capability for Infor CRM that no longer requires Internet Explorer. In fact, it should work with all compatible browsers. For now, it’s going to be part of the 8.5.01 release and we are hoping that Infor can make it backward compatible with earlier releases. Take a look at […]
Explaining the new Activity intterface in Infor CRM 8.4.04 web client and how the entity property Can Associate Activity is important to have properly set.
There’s still time to register! The newest version of Infor CRM, v8.5, touts itself as being “Upgrade Safe” but what does this really mean? Join us for a live presentation on Wednesday, June 23rd at 2pm CDT to discuss the technical side of what’s new in Infor CRM 8.5 from an IT and application […]
I recently ran into an issue creating a job in the Infor CRM Job Service portal that had a step to create an activity. When I ran the job I was receiving event log errors similar to the following: Sage.Platform.DynamicMethod.DynamicMethodException: An exception occurred executing the dynamic method Activity.OnCreate. —> Sage.Platform.Application.ServiceMissingException: Service Sage.SalesLogix.PickLists.IPickListService is not available ...
It is possible to create or edit mail merge templates in Infor CRM through the web client's Write menu.
Use the Write menu installed with Office Integration to run mail merge in Infor CRM web client.
In a previous post I discussed how to extend the Email control in the Infor CRM web client to change the validation regex string that is used. In 8.4 this functionality changed and now no longer uses the same approach as before. Instead the email validation has changed to being contained within the Sage.Utility library. […]
Installing Office Integration allows you write emails and even mail merge personalized email to multiple recipients directly in Infor CRM web client.
Xbar Outlook integration for Infor CRM may be missing a search feature if it is not unblocked before running the installation.
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.
In order for Infor CRM to function properly, there are several ports you will need to make sure are open between all CRM servers.