Infor CRM

Infor CRM (formerly Saleslogix) Articles, Product News, and Information

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Infor CRM Mobile 4.3 is now available

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 9.0 – Web Client: Refreshed User Interface

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

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 ICRM SLX v9.0 Web – For instructions, please reference the following: […]

Infor CRM – Application Architect Merge Utility

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 […]

Infor CRM 9.0 is now available

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 […]

Must Watch: Infor CRM SLX Customer Roadmap Recording

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

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.

Infor CRM Web Client Merging Account Error

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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