In the event of a failed install, it may be possible to add Xbar to Outlook manually.
When configuring Infor CRM software, it is sometimes desirable to use a file system deployment and manually configure IIS.
Did you ever wonder how to add a graphic into one of your reports in Infor CRM?
For those customers that have a Marketo marketing solution and Infor CRM, there is a change coming that may or may not impact you. Please read the announcement below for the details. I did get clarification from the Infor product managers that this is not going to impact the native integration between Infor CRM and […]
As promised, Infor released the fix for the Adobe Flash powered Funnel Chart in the Infor CRM web client. Here is a link to the Knowledge Base article which has the required bundles attached to it depending on your CRM version. It looks a little different then the flash version but seems to work exactly […]
If you ever need to change the service account for Infor CRM software after you have set up Infor CRM, there are three places you need to change it.
If Xbar is consistently disappearing from Outlook, you can add values to the Windows registry to stop if from becoming disabled.
If you are running Infor CRM web client using separate app and web servers, you will need to make sure config file references are pointing to the application server.
Too Many Requests when logging into CRM when Ming.le is enabled and using a Chrome Browser.
Somewhere along the magical trail of breadcrumbs that leads you into the world of an integrated ION Infor CRM system, you define the location of the IOBOX database. This is the intermediate database that ION actually reads and writes to. This configuration is done initially using the set-up tools. If you have to change this […]
If the Infor CRM client site will not display on a cloned web server, it may be necessary to set the IIS application pool identity to a local account, and then set it back to WebDLL.
I recently discovered an issue with a client who was on the 8.3.09 version of the Infor CRM web client. They were unable to see new picklist items that had been added to various picklists. The way that picklists operate in the web client is that initially a query is made to the database to […]
Infor announced today that they will have a fix for the Sales Funnel which is currently using Adobe Flash which will be unsupported and stop working at the end of 2020. A bundle will soon be available to all customers on a current maintenance plan which will replace the funnel chart widget with a non-flash […]
You can create and manage the Groups that appear in Infor CRM software using the Manage Groups and Add Groups tools in the upper-right-hand corner of the entity's page in CRM web client.
If a user's account becomes locked in Infor CRM software, you will need to log on using the admin account to unlock it.
Infor CRM software is designed to handle the time zone without user intervention, but occasionally there are issues that force users to be aware of it.
This is the features added in Infor CRM Xbar for Microsoft Outlook version 1.4.1 which is now available for download on the Infor support portal The Ability to synchronize Leads, including new sync option to define behavior. (for Infor CRM v220.127.116.11 only) Requires KB 2151140 and the companion pieces in KB 2144758. Administrators can now […]
The actual hardware specs needed by an Infor CRM server vary widely, depending on how it is used. But Infor does provide some recommendations.
Report can be run in Infor CRM software from the Reports link on the Nav Bar, and accessed in the History tab after they are run.
Did you know that you can make suggestions to the Infor Product Managers on enhancements that you would like added to the software? Infor has an ERS system that can be accessed from the Support Portal Log in to the portal and click the Resources menu then select Enhancement Request System. When this screen comes […]