Infor CRM

Mail Merge Templates in Infor CRM Web Client with Office Integration

by Dan Ramsey | Jun 3, 2021 | Infor CRM

It is possible to create or edit mail merge templates in Infor CRM through the web client's Write menu.

Mail Merge in Infor CRM Web Client using Office Integration

by Dan Ramsey | May 26, 2021 | Infor CRM

Use the Write menu installed with Office Integration to run mail merge in Infor CRM web client.

Extending the Infor CRM 8.4 Web Client Email Control

by Kris Halsrud | May 20, 2021 | Infor CRM

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. […]

Install Office Integration to Add Mail Merge Functionality to Infor CRM

by Dan Ramsey | May 19, 2021 | Infor CRM

Installing Office Integration allows you write emails and even mail merge personalized email to multiple recipients directly in Infor CRM web client.

Unblock Xbar Install File to Include All Features

by Dan Ramsey | May 13, 2021 | Infor CRM

Xbar Outlook integration for Infor CRM may be missing a search feature if it is not unblocked before running the installation.

Infor CRM Connection Troubleshooting: Admin Configuration

by Dan Ramsey | May 5, 2021 | Infor CRM

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.

Infor CRM Connection Troubleshooting: Ports

by Dan Ramsey | Apr 20, 2021 | Infor CRM

In order for Infor CRM to function properly, there are several ports you will need to make sure are open between all CRM servers.

Troubleshooting Build/Deploy in Infor CRM

by Dale Richter | Apr 14, 2021 | Infor CRM

Troubleshooting your build/deploy on your Infor CRM System.

Filtering the Dojo Lookup Control in the Infor CRM web client

by Kris Halsrud | Apr 7, 2021 | Infor CRM

When setting up a new dojo widget that utilizes the Lookup control (Sage.UI.Controls.Lookup) you are able to pass in the configuration options for the lookup. This includes things like the store, or sdata feed that the lookup will use, what columns show in the lookup, and also filters on the lookup. These options are passed […]

Infor CRM Connection Troubleshooting: sysdba SQL login settings

by Dan Ramsey | Mar 31, 2021 | Infor CRM

In order for the connection the CRM database to work, sysdba specifically needs to have only the public user role, and have Master as the default database.

Infor CRM Connection Troubleshooting: Setting Persist Security Info in the Data Link

by Dan Ramsey | Mar 25, 2021 | Infor CRM

When editing the Data Link in Infor CRM, any change to the Connection tab will reset Persist Security Info on the All tab to False.

InboxGuru Starts Spring with Big Changes

by Brianna Ojard | Mar 24, 2021 | Infor CRM

InboxGuru recently announced that they had a number of new features for users to take their email marketing to the next level. Check out what’s available: Unsubscribe Center Create multiple unsubscribe pages to use in emails, whether it be for different languages or different branding. You still have the option of our original unsubscribe […]

Infor CRM Web Client

by Dan Ramsey | Mar 19, 2021 | Infor CRM

The Infor CRM web client is an HTML site published through IIS web server, and can be accessed through any current web browser.

Infor CRM 8.5 LAN client – New Activity Associations tab

by Scott Weber | Mar 8, 2021 | Infor CRM

A welcome feature that has been added to the Infor CRM LAN/Windows client is the ability to associate an activity record to any entity just like you can in the web client.

Error Loading Import file in Infor CRM: This Request Exceeds the Size Limit

by Dale Richter | Feb 15, 2021 | Infor CRM

This request exceeds the size limit set by your administrator and failed to upload

Cleaning up Picklists with Duplicate Entries in Infor CRM

by Dale Richter | Feb 4, 2021 | Infor CRM

The LAN version of Infor CRM allowed users to add entries to picklists, and this resulted in duplicate entries that are not available for cleanup in the normal Picklists Management area. These picklists can be cleaned up in SQL Management Studio. Find your step-by-step instructions here: Cleaning Up Picklists

Get The Most Out of the New Infor User Community Site

by Brianna Ojard | Jan 26, 2021 | Infor CRM

Infor has a new User Community and with a few simple steps you can gain access and start sharing ideas, experiences, and knowledge about Infor CRM with other customers and partners. Get started with the steps below: Step 1: Activate Concierge to gain SSO access to the new User Community platform. Steps to activate can […]

Issue with saving Date Criteria in the InforCRM Query Builder version 8.4.0.4

by Jason Buss | Jan 20, 2021 | Infor CRM

When creating a group in the Infor 8404 web client, I noticed an issue when using a date field in the query conditions. Regardless of the date value selected, saving the condition results in the date value of 12/30/1899 being saved and used as the group condition. This is obviously an issue depending on […]

Running SQL Queries in Infor CRM

by Dale Richter | Jan 18, 2021 | Infor CRM

In this short video, I will show you how to run Sql Queries using the Infor CRM Administrator program.

Another Technique for Manual Install of Xbar

by Dan Ramsey | Jan 12, 2021 | Infor CRM

If Xbar refuses to install on a new computer, it may be possible to install Xbar by copying the entire folder and registering the slxotl32.dll file.

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