Top 5 Best Practices for a Smooth Infor CRM Upgrade
Upgrading Infor CRM does not have to be stressful. This guide covers the top five best practices for preparing your environment, handling customizations, merging web.config changes, and running a...
View ArticleGetting the SQL for a Group in Infor CRM Web
Groups can be a useful way to allow the user to build conditions to limit the records to perform some action on. Recently, we designed a job that would work on a set of records and we allow the users...
View ArticleAdding Custom Columns to the Lookup Dialog to Show Related Data in Infor CRM Web
I recently had a request to customize the Lookup dialog in Infor CRM (Saleslogix) to add a hyperlink column that would launch a dialog to show related data to the row in the lookup search results. For...
View ArticleHide Infor CRM Groups in the Database
It is possible to hide groups at the database level, thus speeding up load times.
View ArticleDon’t install the Infor CRM Job Server on the Web Server
If you install the Job Server on your Web Server, the Web Server is likely to take a significant performance hit from having the Job Server working in the background.
View ArticleDealing with Columns in Infor CRM (SalesLogix) Query Builder
Adding Columns in Infor CRM Querry Builder can be confusing, as columns are listed based on the organization of the database, rather than what is displayed in the Client.
View ArticleIncompatibility between old SalesLogix and new Chrome
The most recent version of Chrome (67) is incompatible with some older versions of the SalesLogix web client.
View ArticleDo not enable No Count on Infor CRM (Saleslogix) SQL server
Do not enable No Count on a SQL server running Infor CRM (Saleslogix).
View ArticleShowing a Message When a Page Has Missing Required Fields in Infor CRM Web
Many years ago I wrote an article titled Making Required Fields More Visible for SalesLogix 7.2 Web where I outlined how to display a message to the user when required fields are missing. Things have...
View ArticleShowing the Entire Note at Once When Clicking “View More” in the...
There’s an annoyance in Infor CRM Web (Saleslogix) that most people have when viewing long notes or emails in the Notes/History tab. There’s a “View More” link, but clicking that only reveals a bit...
View ArticleHow to Disable Unused Jobs in Infor CRM (Saleslogix)
You can disable unused jobs buy commenting them out in the Scheduling.config file.
View ArticleResponding to Row Selected Events in the Editable/SData Grid in Infor CRM Web
The Editable Grid, or SData Grid in the Infor CRM (Saleslogix) web client is a dojo-based grid based on dgrid. This means that, for the most part, you can do just about anything with the editable grid...
View ArticleHow to Secure Memcached Service on Infor CRM (Saleslogix) Web Server
Make sure your Infor CRM web server is behind a firewall that blocks traffic on port 11211.
View ArticleUsing IComponentReference as a Generic Entity Type for Infor CRM Entities
Along the same lines as my previous article covering referencing entities using the IDynamicEntity interface to set and get properties by a string name instead of as a strongly-typed object, you can...
View ArticleDisplaying Specific Error or Validation Messages from Business Rules in Infor...
There are many cases where you’d want to throw a ValidationException in an entity event or business rule in Infor CRM. This is a common practice where you’ll throw the exception and the message is...
View ArticleInfor CRM Web Client Throws Specific Error When Open in Multiple Tabs
There is a specific Saleslogix Web Client error that is caused by having Infor CRM open in multiple tabs on the same browser.
View ArticleMoving or Restoring Databases in Infor CRM (formerly Saleslogix)
Use the sa SQL account to move or restore CRM databases, but use sysdba to connect to them.
View ArticleUpgrading Infor CRM Mobile from Version 3.x to Version 4.0
If you’re using Infor CRM Mobile version 3.x, without question you should consider upgrading to version 4.0. Version 4.0 has a completely new UI that is a huge improvement to Infor CRM Mobile. It’s a...
View ArticleError Logs in Infor CRM (formerly Saleslogix)
You can view the errors logged by Infor CRM by looking at the Application log in the Windows Event Viewer.
View ArticleEnable Sync in Infor CRM Web Using the Web Client
The administrator can enable sync in the Integration section of the Infor CRM web client.
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