Bpm’online recognized for the 5th time. The CRM Watchlist for 2019 recently announced it’s winners and bpm’online once again made the cut. Out of the 73 competitors, 12 were chosen based on a myriad of criteria: Interested in learning more about bpm’online? Visit our bpm’online product page, sign up for a free trial, or drop us a line. […]
I had a customer request that the phone number column on the Infor CRM Participant tab of the Activity or History screens be formatted like phone numbers are elsewhere in the client instead of just a run together string of numbers. To do this you need to extend the ActivityEditorAttendeesTab widget. The easiest way to […]
I found that there is an override method to the normal Field Level Security implementation in the Infor CRM web client that will override the normal team/user based field level security for a record. The Field Level security is implemented in the class Sage.SalesLogix.Security.FieldLevelSecurityService. Within that class there is an override method AccessForPropertyBoeOverride. One of […]
When creating a bundle manifest recently, I needed to include new roles and secured actions. In the bundle actions area of a new manifest, there are options to add Role(s) and to add Secured Action(s). When adding roles, there is an option to "Include related secured actions", however selecting this options does not actually add the related secured actions.
Infor automatically backs up hosted CRM instances, but these backups are done mainly with an eye toward disaster recovery.
Big changes ahead when Infor CRM v8.4.01 Cloud is released. Infor has announced a big change to RDP access for customers and Business Partners coming with version 8.4.01 Cloud – namely that the access will be removed. Should a customer or Business Partner require RDP access they will now need to make a request and […]
When using recent versions of Infor CRM web client with the most recent version of Chrome, grids do not appear if you have any uncleared Alarms.
Fix for Concurrent User licenses not being released after applying update 08, 09 or 10 for Infor CRM 8.3
Description: The following information only applies if your Infor CRM system in NOT integrated with Infor Ming.le. After applying update 08, 09 or update 10 for 8.3 you will find that Infor has added a session state parameter to the SlxClient web.config file and have set the default value to 480. This parameter being added to the […]
Reserve your spot for this can’t miss webinar. This month Paul Greenberg, also known as the Godfather of CRM and author of “CRM at the Speed of Light”, is joining with bpm’online to discuss how to use CRM in a way that will align sales, marketing, and service. Developing alignment of these core areas of CRM […]
Chrome 70 (released mid-October 2018) can cause issues with Infor CRM (Saleslogix) web client.