Infor CRM

Set Up Final Tasks on a New Infor CRM Instance

by Dan Ramsey | Nov 23, 2021 | Infor CRM

There are a few final tasks needed to get a new deployment of Infor CRM ready to use.

Set Up SpeedSearch on a New Infor CRM Instance

by Dan Ramsey | Nov 17, 2021 | Infor CRM

It is necessary to connect Infor CRM SpeedSearch to the database and run indexing before it will be operational.

Set Up Job Service on a New Infor CRM Instance

by Dan Ramsey | Nov 11, 2021 | Infor CRM

When setting up new Infor CRM instance, it is advisable to check the Saleslogix Job Server and run a test job.

Adding Yes/No display for boolean fields in InforCRM (SalesLogix) datagrids

by Jason Buss | Nov 9, 2021 | Infor CRM

InforCRM has had the ability to define boolean entity properties as either True/False or Yes/No for a long time, however in a recent project, I found that displaying such an entity property as a bound field in a Data Grid would always display True or False (or nothing, if not set) regardless if it was set as a Yes/No data type.

Set Up Needed Folders for Infor CRM

by Dan Ramsey | Nov 5, 2021 | Infor CRM

When setting up Infor CRM, you must set up Windows folder shares for Documents, Library, and possible Synclogs.

Add Multi-Threading to Infor CRM Job Server

by Dan Ramsey | Oct 21, 2021 | Infor CRM

If you have enough memory, it is possible to set up the Infor CRM Job Server service for multi-threading, which will prevent a single hung job from blocking the entire job server from processing.

Necessary Hotfixes to be Applied to an 8.5.x Environment

by Scott Weber | Oct 18, 2021 | Infor CRM

Infor has just revised the list of necessary hotfixes and bundles that must be applied to any 8.5 system. This article and the links can be found by searching the Infor support portal for KB 2201482

Safely Shrink the Size of the Infor CRM SQL Log File

by Dan Ramsey | Oct 15, 2021 | Infor CRM

You can use the SQL console or a SQL command to shrink a Infor CRM SQL database log file that has grown too large, but be sure to back up the database first.

Manage SQL Logs in Infor CRM Database

by Dan Ramsey | Sep 28, 2021 | Infor CRM

As I mentioned in last week’s post, using the Full recovery model in SQL in an Infor CRM database would prevent some data loss in the event of a database failure, but would require more careful management of the SQL logs. In today’s post, I will expand on that. When using the Full recovery model […]

SQL Recovery Models and Infor CRM

by Dan Ramsey | Sep 21, 2021 | Infor CRM

In the SQL database for Infor CRM, you can set the recovery model to Simple or Full.

Entity Event Installation Bug in the Infor CRM 8.5 web entity model

by Kris Halsrud | Sep 15, 2021 | Infor CRM

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 […]

User Passwords in Infor CRM

by Dan Ramsey | Sep 8, 2021 | Infor CRM

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.

Infor CRM New Mail Merge is Now Available

by Scott Weber | Aug 17, 2021 | Infor CRM

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, […]

Multiple Email Addresses in an Infor CRM Notification? Be Prepared for This Change

by Scott Weber | Aug 17, 2021 | Infor CRM

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” […]

Password Security Update for All Infor CRM Cloud Instances

by Scott Weber | Jul 12, 2021 | Infor CRM

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

by Scott Weber | Jul 8, 2021 | Infor CRM

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 […]

Infor CRM 8.5.01 looking ahead

by Scott Weber | Jul 7, 2021 | Infor CRM

Looking Ahead 8.5.0.1: 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 new features

by Scott Weber | Jul 5, 2021 | Infor CRM

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 CRM necessary hotfixes to be applied to all 8.5.x environments

by Scott Weber | Jul 2, 2021 | Infor CRM

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.

Sneek Peek – Infor CRM New Mail Merge for Word Templates

by Scott Weber | Jul 1, 2021 | Infor CRM

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 […]

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