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.
Troubleshooting your build/deploy on your Infor CRM System.
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 […]
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.
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 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 […]
The Infor CRM web client is an HTML site published through IIS web server, and can be accessed through any current web browser.
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.
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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
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 […]
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 […]
In this short video, I will show you how to run Sql Queries using the Infor CRM Administrator program.
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.