How to Set or Change the Location of the Job Service Portal
The path the SLX Job Service Portal is deployed to is set in Application Architect. This path much match the path listed in SLXJobService.exe.config.
A Look Back at Infor CRM Xbar and Previous Versions of Outlook Intergration
The current version of Xbar handles all aspects of integration with Outlook, except for merge templates. Older Outlook integration products handled things differently.
Increasing Number of Records Exported in Infor CRM
Have you tried to export records from a Group, only to find that Infor CRM will export only a portion of your records?
Xbar Compatibility with Infor CRM versions
If you are using Infor CRM 8.4.x, Xbar 1.4.0 is likely the best version to use. If you are using Infor CRM 8.3.x, Xbar 1.3.9 is the best version to use.
Setting Lead DNC Fields to Match Do Not Solict Default When Creating New Leads in Infor CRM Web
Within lead records in InforCRM, there are a number of DoNotContact fields, such as Do Not Solicit, Do Not Mail, Do Not Phone, etc... InforCRM provides an area to set up a default value for the Do Not Solicit value on new Leads, however it does not do anything with the other Do Not Contact fields. In InforCRM, the DoNotSolict value supersedes the other Do Not Contact fields, so it shouldn't matter, however some of our clients find it confu...
Coming Soon: Infor CRM 8.4.04
Here are the planned updates included in the 8.4.0.04 release: ▪ Workflow enhancements ▪ Activity Auto-Fan Out enhancements ▪ Activity Association enhancements ▪ Performance improvements Wave II ▪ REST API Swagger docs for SDATA ▪ Support for named “sub-queries” within a Group
Which Versions of Windows Server and SQL are Compatible With Infor CRM v8.3.x and Above?
Are you looking to set up a server to run Infor CRM, but need to know which version of Windows you should use? Want to upgrade your SQL server, but want to make sure the new version will run your CRM database? If you are provisioning a server for Infor CRM, here are the […]
Issues with Script Includes on Quick Forms in the Infor CRM 8.4.03 Web Client
Discussion of issues with include script attributes on quick forms in the Infor CRM web client.
Increasing Attachment Size in the Infor CRM Web Client
"How do you increase the Attachment Size for the Infor CRM Web Client?"
Your Guide to Adding Contextual Apps in Infor Ming.le
This information is current as of May 13, 2020. Your Guide to Adding Contextual Apps to Infor Ming.le Adding a contextual application widget to Infor Ming.le: In order for the contextual Opportunity Status widget to display in the Infor Ming.le sidebar pane within Infor CloudSuite CRM you must publish and enable the contextual application. […]
Inforum 2020 Goes Digital
Things are going to be a little different this year (but I think we’re getting used to that). Infor just announced that this year for Inforum 2020 some changes will be made, namely that Inforum is going digital. Given the current situation with COVID-19 I don’t think the switch from an in-person event to […]
Updating the Infor CRM 8.4.03 Web Client Appearance
The new skin applied to the Infor CRM 8.4.03 web client is a bit, shall we say, garish. I have come up with a more subdued color scheme to avoid your eyes from bleeding too much while you work in the client. This is what the standard client looks like: And this is the updated […]
Displaying Specific Error or Validation Messages from Business Rules in Infor CRM Mobile
There are many cases where you’d want to throw a ValidationException in an entity event or business rule in Infor CRM. This is a common practice where you’ll throw the exception and the message is displayed to the user when using the full web client. However, in the mobile client, the user will never see […]
KnowledgeSync v10 is The Most Powerful Version Yet
Alerts and automation have been extended to 1,000s of web apps. The newest version of KnowledgeSync, an alerts and workflow solution that’s a perfect compliment to CRM, is now available. KnowledgeSync v10 comes with a number of improvements meant to ensure vital information your organization needs never falls through the cracks, resulting […]
Infor CRM Web Client Throws Specific Error When Open in Multiple Tabs
There is a specific Saleslogix Web Client error that is caused by having Infor CRM open in multiple tabs on the same browser.
Moving or Restoring Databases in Infor CRM (formerly Saleslogix)
Use the sa SQL account to move or restore CRM databases, but use sysdba to connect to them.
Upgrading Infor CRM Mobile from Version 3.x to Version 4.0
If you’re using Infor CRM Mobile version 3.x, without question you should consider upgrading to version 4.0. Version 4.0 has a completely new UI that is a huge improvement to Infor CRM Mobile. It’s a more modern look and feel, but greatly improves the user experience as well. However, the upgrade from mobile 3.x to […]
Infor CRM Mobile 4.1 coming soon -Critical patch included
Infor CRM Mobile 4.1 has been announced and will be available within the next few months. A critical 4.0 bug fix is included which impacts all devices running the latest Apple IOS 13 where the calendar controls do not work correctly. Customers who are experiencing this issue now can report this to Infor and get […]
Infor CRM 8.4.03 will include Forecasts & Quotas
Included in the next release of Infor CRM is an all-new Forecasts and Quotas capabilities. Many customers have been asking for this and it will part of the next update, 8.4.03 for the web client. Managers can establish a goal for a specific user or team of users and then track their progress towards achieving […]
Error Logs in Infor CRM (formerly Saleslogix)
You can view the errors logged by Infor CRM by looking at the Application log in the Windows Event Viewer.
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Infor CRM (Saleslogix) 8.3 Compatibility Matrix
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