In a previous post, I mentioned how shifting your code from server-side code to client-side can improve the performance of the client and improve the end user experience. This post will provide a list of some helpful client-side functions available to make that transition easier and more productive. Navigate to the Entity Page Detail for […]
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Various Useful Client-Side Functions Available in Infor CRM Web
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Edit Infor CRM (Saleslogix) data in SQL
There are simple SQL statements that can be used to delete or change a single piece of data in Infor CRM (Saleslogix).
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Formatting Data in Client-Side Javascript in the Infor CRM Web Client
There are a few different formatting functions available in the web client. These are available in the Sage.Format module, located in jscript/Sage/Format.js. Let’s take a look at a few of them. Keep in mind, these are Javascript functions to be used client-side, not from server-side C# code. Formatting a Phone Number Formatting an E-mail Address […]
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SQL Function for Creating Pretty Key Values for Data in Infor CRM
Some entities in Infor CRM (Saleslogix), such as Tickets, use a “pretty key” as an easier to use value to reference the record. These pretty keys take a table ID value and then create a value like 000-00-001234. If you are creating an external application with this functionality, you’ll need to be able to create […]
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Customizing the SData Model for Entities in Infor CRM Mobile in Version 3.4 and Above
As of mobile 3.4, each entity has a model which describes the data to retrieve for it’s different views (detail, edit, list). The models can be customized in the same way as you register customizations for a view. In mobile versions previous to 3.4, you would use methods, such as querySelect to add a new […]
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KnowledgeSync for Infor CRM (Saleslogix) Year End Promo!
Get Business Activity Monitoring at a discounted rate. Vineyardsoft, creator of KnowledgeSync for Infor CRM (Saleslogix), just announced a year end promotion that runs November 1 , 2017 through January 7th, 2018. Check out the announcement below and let us know if you have questions. “Between November 1, 2017 and January 7, 2018, Vineyardsoft is pleased to […]
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Automatically Setting the Temp Lookup Group for Related Records When Navigating to an Entity Page in Infor CRM Web
A nice feature of the CRM LAN/Windows client is when you select a row in a grid and go to the entity, such as clicking on a contact in the account’s contacts grid to go to the contact, it will set the temp lookup group to the other contacts for the account you opened it […]
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Automatically Setting Focus to the Search Textbox in Lookups in Infor CRM Web
An annoyance I’ve always had when using the Infor CRM (Saleslogix) Web client is that in lookup dialogs the textbox where you type in a search value is not focused. You can’t just open a lookup and start typing. You have to first click into the textbox, then type in your search value. In my […]
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Create an Infor CRM (Saleslogix) Report to Filter by Date
When creating a report in Infor CRM (Saleslogix) that filters based on date, the options can be a bit tricky. Luckily, most of tables and columns in the underlying SQL database are named fairly intuitively.
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Setting a Default Sort in an Editable SData DataGrid in the Infor CRM Web Client
When using the Editable (SData) DataGrid on forms in Application Architect, you have options for specifying the sort for the grid by setting the sort properties for a column. It is also possible to programmatically set the default sort for an Editable DataGrid as well if needed. First of all, to set the sort for […]
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Why is my Infor CRM (Saleslogix) so slow?
There are many possible reasons Infor CRM (Saleslogix) can be slow. Here are a few possible causes worth looking at.
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Changing the Address Control to Open Google Maps Instead of Mapquest in Infor CRM Web
Out of the box in the Infor CRM (Saleslogix) Web client, when you click an address control to view it on a map it opens Mapquest. I have no idea who actually uses Mapquest, so this isn’t ideal and opening the address in Google Maps would be a far better option. This is changing in […]
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Working with the VFS in Application Architect
In a normal deployment of the Infor CRM (Saleslogix) Web Client, the files for the Web Client are stored in the Virtual File System, or VFS.
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Conditional Styling of Rows in the Editable SData DataGrid in Infor CRM Web
In this article we’ll taking a look at how to use conditional styling for rows in the Editable (SData) DataGrid. We’ll change the look (colors, etc) of the row based on conditions in the data. For the example we will be using, we will modify the TicketActivities grid so that punched-in timed activities that were […]
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Limiting the Export Format Choices for Reports in Infor CRM Web
When a user runs a report in Infor CRM (Saleslogix), they are given choices to export the report to certain formats. This can easily be changed if you’d like to limit the choices to only certain types. Normally, the user will see the following choices: Let’s say you only want to have the PDF and […]
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Setting up sync in Infor CRM (Saleslogix)
If you want to synchronize Infor CRM (Saleslogix) with Outlook, you must install Xbar as an Outlook add in.
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Making Columns Resizable in the Lookup Dialog in Infor CRM Web
By default, the columns in the grid on the lookup dialog are not resizable. You get static width columns and the user cannot drag to increase the width of columns. This behavior can be changed with some simple Javascript. The following code will allow the columns in all lookup dialogs to be resizable. This code […]
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Automating the Build & Deploy Process for Infor CRM
If you’re using a build server for continuous integration & deployment, you’ll be happy to know you can automate the build & deployment process for Infor CRM using command-line tools. Even if you’re not using a build server and would like to create some automated way to build & deploy, you’ll find these tools useful. […]
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Working with Attachments in Infor CRM (Saleslogix)
The Attachments tab lets you upload documents for an entity to be stored on the server, and allows a user to later download the documents to their own computers.
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Start a Sales Process for an Opportunity via the SData API in Infor CRM
If you’re using SData to create Opportunity records, you’ll likely need to also start sales processes for those opportunities as well. Sales processes in Infor CRM (SalesLogix) is a mess with all the XML etc. Luckily, there’s an out of the box business rule we can use that does all the messy stuff for us. […]
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