When you run a report in the Infor CRM Web client, the request it passed to the job server, which runs the report and saves it as a PDF. This PDF is saved in the attachment folder defined for CRM and it also creates a record in the attachment table. This information can be used […]
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Viewing Previously Run Reports in Infor CRM Web
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InforCRM (formerly Saleslogix) Groups Based on Dates
If you are building a group based on a date and using => for the date condition we are seeing issues on selecting the beginning date
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Sales Intelligence for Infor CRM: Predicting Future Purchases
Don’t miss this webinar! Educated guesses are alright, data science is better. Way better. Earlier in the year when we held a webinar to discuss the different products from the Infor Customer Experience Suite that integrate with Infor CRM. This month we’re excited to present a product from the CX Suite that will help you […]
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LinkedIn Sales Navigator Integration is Coming to Infor CRM
Expected release the summer 2017. Have you heard? Infor has been working to create an integration to LinkedIn’s Sales Navigator, and you should be able to get your hands on it before the summer is over. The integration between Sales Navigator and Infor CRM will increase the ability for sales professionals to “…get introduced through […]
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Update 08 for Infor CRM (Saleslogix) v8.3 Has Been Released
So what’s new and what’s been fixed? We learned this morning that Update 08 for Infor CRM (Saleslogix) v8.3 has been released. While we haven’t started digging into this update, we wanted to make sure that you were aware of it’s availability. I’ve included the complete list of features and fixes for you to review: […]
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Setting The Active or Default Tab on a Page in Infor CRM Web
In Infor CRM Web (Saleslogix), when a user navigates to a page, there might be times when you want to draw attention to a particular tab. There are some options for specifying the active/displayed tab on the page. Let’s take a look at some of the options. Specifying the Active Tab in the URL You […]
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Installing Xbar for Infor CRM (Saleslogix) and Outlook
If you are using a current or recent past version of Infor CRM (Saleslogix), the way to transfer data between CRM and Outlook is the Xbar application.
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Preventing User Clicks During Postbacks with a Shield in the Infor CRM Web Client
When a postback occurs in Infor CRM (Saleslogix), there is a small circular loading icon that appears in the top, title/menu area of Infor CRM. However, for long postbacks, it doesn’t prevent users from still clicking or changing things during this postback. If the user does this, when the postback returns, things they might have […]
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Removing the Comma (or Changing the Format Pattern) in the Numeric Control in Infor CRM Web
The Numeric control used in QuickForms in the Infor CRM Web client is rendered as a Dojo Dijit at runtime. The properties editor in Application Architect does expose a few properties you can set to change how the numeric value is formatted, such as decimal places, etc. However, it doesn’t allow you to specify a […]
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Dynamically Setting Entity Properties by Name at Runtime in C# Code in Infor CRM
There might be times when you need to set an entity property value by the property name as a string at runtime. Sure, you could use reflection for this and use the PropertyInfo class, but there is a built-in way that is much easier to use. All entities implement the IDynamicEntity interface, which provides this […]
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Using the SData API From Client-Side Javascript in the Infor CRM Web Client
It’s a good practice when customizing the Infor CRM (Saleslogix) Web client to always be aware of how your customizations will impact performance. A good way to make sure that the client performs quickly is to offset work to the client, instead of always using server-side code. Using the SData API in the web client […]
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Correcting the IsBranding Enabled error for InforCRM and Saleslogix
When you are opening an InforCRM application before the login screen loads you see the Error "IsBrandingEnabled"
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Using Client-Side Prompts Dialogs to Present Options for a User in the Infor CRM Web Client
There are times when you need to prompt the user in Infor CRM, to ask them some question to find out how to proceed – such as “would you like to do this or that?”. Often times, I’ve seen a QuickForm used for this, but that is less than ideal. There is a built-in, client-side […]
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Synchronization options in Infor CRM (Saleslogix) Xbar for Outlook
Xbar has the ability to sync contacts, appointments, and tasks between Outlook and Infor CRM (Saleslogix).
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Using Client-Side Prompt Dialogs to Get User Input in the Infor CRM Web Client
There are times when you need to prompt the user for input in Infor CRM, to ask them some question and have them provide some answer. Often times, I’ve seen a QuickForm used for this, but that is less than ideal. There is a built-in, client-side dialog you can use for this in Infor CRM. […]
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Edit a Picklist in Infor CRM (Saleslogix)
In order to make global changes to a picklist that apply to all users, you must use the Architect program.
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Exporting to Excel in Infor CRM (Saleslogix) Web Client
Exporting Infor CRM (Saleslogix) data as a Excel file is a fairly straightforward procedure, but it works differently depending on which data you are looking to export.
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Displaying Client-Side Alerts in the Infor CRM Web Client
To display an alert to the user in Infor CRM, there are some built-in options that look nicer than the standard Javascript/browser “alert” dialog. Let’s take a look how to use them. Displaying Alerts to the User A few other message types you can use are for displaying different message type alerts to the user. […]
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Displaying a Progress Dialog for Client-Side Operations in the Infor CRM Web Client
If you’re doing some sort of operation where you’d like to display progress to the user, you can use the showProgessBar function in Sage.UI.Dialogs. You’ve likely seen this progress dialog before, such as when you’ve run a report in CRM. You can use that same dialog for your needs as well. There’s two ways to […]
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Changing the Regarding Picklist on the Activity Dialog from a Single-Select to a Multi-Select Picklist in Infor CRM
I’ve mentioned before how customizing the activity dialog in the Infor CRM (Saleslogix) Web client is not like other forms. The Activity Editor dialog is a Javascript/Dojo widget, not an ASP.NET based QuickForm you can edit in the Application Architect. Let’s take a look at how you might change one of the existing controls to […]
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