SalesLogix – Customer FX

After installing Xbar 1.3, Outlook 2010 did not have the Record to History icons in the toolbar ribbon. In Outlook, go to File, Options, Add-Ins and you will see Infor CRM Outlook Connecter listed in the Disabled Add-Ins.

I had the need to call a business rule in Infor CRM from a stored procedure in SQL. This turned out to be a relatively easy task, although you want to make sure you think through what you’re doing for this to not introduce performance problems in SQL. Keep in mind, sometimes SData requests can […]

Domain Group Policy can overwrite the ability of some Infor CRM components to log on as a service.

I was recently working with a client who was having trouble installing the 8.3 Web Action items manifest (Infor v8.3 Action Items VFS.zip). Within this manifest are actions like create triggers or drop indexes. Whenever these Database Definition Language commands were attempted they would receive the dreaded and completely useless “Object Reference not Set to […]

In order to delete unused templates from the Write menu, it is necessary to delete these items in the Windows registry.

When working with the Infor CRM SData REST API from a .NET application or website, there are a few different choices for libraries you can use to make the SData code easier. The original library was called the SDataCSharpClientLib, which I have written about previously. However, the SDataCSharpClientLib was replaced with the newer DotNetSDataClient library. […]

Checking to see if the current user is on the same team as an account’s account manager is an easy task. Luckily, the User entity has a built-in business rule called GetUserTeamMembers which returns a list of OwnerJoin entities. For these OwnerJoin entries, the Child property will contain the Owner entity for each team member […]

When installing any Infor CRM product, it is important to make sure User Account Control settings are disabled.

A post showing how to use Linq to sum an entity collection quickly.

Connect with fellow users and get more out of Infor CRM. For those of you that have been with Infor CRM for a while (perhaps you still call it Saleslogix?), you may fondly recall the Saleslogix User Group that existed in the not too distant past. This group was a great place for users to […]

If you’ve ever imported activities into your Infor CRM (Saleslogix) database, you’ll likely hear from users that they’ve been bombarded with notifications. In some instances, you might want to clear those notifications so newly created activity notifications don’t end up getting lost in them all. Luckily, you can do that with a single SQL statement. […]

after rebooting the connection failed with the message "Unable to connect to server".

In the web client you are able to retrieve the raw SQL statement of a group. At some point along the way in the life cycle of the web, the storage format of the SQL statement changed. There is a method GroupSQL that used to return the same SQL as what you would see if […]

It is possible for the .DLL file that supports Xbar to fail, in which case the Command Prompt must be used to unregister and reregister the file with Windows, to get it working again.

There will be times when the SpeedSearch Server is on an application server in the company domain and the web host is out in the DMZ

It is possible to use Application Architect to delete these Web Client customizations, resetting the client to it’s original layout.

How to size a control within the tab workspace of the Infor CRM web client to fit the available height of the tab control.

I’ve posted a few times before about customizing the Infor CRM (Saleslogix) Activity Editor Dialog. It’s a form made up of 100% Javascript so customizing it isn’t like your typical Infor CRM Web customizations. In this article, we’ll be looking at how to customize the lookup to add contact attendees (participants) to the activity. Specifically, […]

Launching a dialog in the DialogWorkspace is typically done via server-side code using the DialogService. However, this is also possible to do via client-side code as well. The Sage.Utility script module makes this an easy task using it’s loadDetailsDialog function. The following code will launch a dialog with the SmartPart/Quickform with an ID of “MyContactForm” […]

Join us Wednesday, June 21st at 2pm CDT. The sale has been closed, and now it’s time to start the project. How the project is executed can make a favorable impression with your customer, or it can make earning your customer’s business in the future difficult. My guess is that you want to make a […]

Xbar and Outlook Integration in Infor(formerly Saleslogix) 8.2

Executing a Business Rule via the Infor CRM SData API from T-SQL

SalesLogix Job and/or Web Services Fail to Start

Errors installing Web Manifests in Infor CRM 8.3

Remove Items from Write Menu in Infor CRM Web 8.x

Reading Data Using the Infor CRM SData REST API from a .NET Application Using the DotNetSDataClient Library

Checking If the Current User is on the Same Team as the Account Manager in Infor CRM Web

Disabling UAC when installing Infor CRM

Infor CRM Summing a Property of an Entity Collection Using Linq

Infor Launches Infor CRM User Group

Clearing all Activity Notifications in Infor CRM with a SQL Statement

Infor CRM 8.3 Remote User’s Login Fails

Retrieving the SQL from a group in the Infor CRM web client

Re-register Infor CRM Xbar .DLL files.

Using the Hosts File With InforCRM SpeedSearch

Reset a user’s layout settings on the ICRM Web Client or Mobile Client

Infor CRM Web Client- Determining the Tab Height Using Client Side Scripting

Adding a Filter/Condition to the Contact Attendees Lookup in the Infor CRM Activity Editor Dialog

Launching a Dialog from Client-Side Javascript in Infor CRM Web

TimeLinx: Bringing Project Management to Infor CRM (Saleslogix)