There are times that you might want to prompt a user in Infor CRM (Saleslogix) to make sure a click was intentional. I recently built an integration for a customer that allowed them to add or remove products from their WordPress/WooCommerce website by simply checking or unchecking a box in Infor CRM. I didn’t want […]
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Adding a Confirmation Prompt to a Checkbox Control in Infor CRM
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How to Add a Call Button to the Phone Control in Infor CRM Web
The phone control in the Infor CRM (Saleslogix) Web Client format’s a phone number, when possible, and that’s really about all it does. What if you wanted to also make it so you could click the number to dial it. Other similar controls, such as the web address control, provides a button that you can […]
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A More Drastic Fix for some Sync Issues
Here are two more drastic option to reinstall or repair Xbar, which clear out data that is not touched by other methods.
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Setting a Default Search Field and Search Operator for Lookups in Infor CRM
In the Infor CRM (Saleslogix) web client, the Lookup dialogs will default the search field to the first field in the lookup results layout. The operator will default to a default for the data type of the search field. However, this behavior can be changed with some Javascript on a lookup-by-lookup basis. Let’s say we […]
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Issues with the latest version of Chrome (70) and Infor CRM (Saleslogix) web client
Chrome 70 (released mid-October 2018) can cause issues with Infor CRM (Saleslogix) web client.
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Which Outlook Versions are Compatible with Xbar and Infor CRM (Saleslogix)?
Versions of Xbar that work with Infor CRM 8.3 or 8.4 are compatible with locally installed versions of Outlook 2010, 2013, and 2016 (with some exceptions).
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Updated List of Which Versions of Microsoft Office Integrate with Infor CRM (Formerly Saleslogix)
32-bit versions of Microsoft Office 2013 and 2016 able to integrate with Infor CRM. But not Home & Business edition or Business Essentials.
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Did my SData portal deploy correctly?
It might not be obvious in Infor CRM whether or not the SData portal has deployed correctly. If testing from the web server, the default address to test Sdata is localhost:3333/sdata/system$/adapters .
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Clear User Settings in CRM LAN client (formerly SalesLogix)
It is possible to clear the user settings in the CRM LAN client (formerly SalesLogix) using a SQL query.
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Add licenses to Infor CRM (Saleslogix)
You can add licenses to Infor CRM (formerly Saleslogix) by using the Administrator application.
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Enable 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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Error 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.
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Upgrading 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 more modern look and feel, but greatly improves the user experience as well. However, the upgrade from mobile 3.x to […]
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Moving 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.
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Infor 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.
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Displaying Specific Error or Validation Messages from Business Rules in Infor CRM Mobile
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 displayed to the user when using the full web client. However, in the mobile client, the user will never see […]
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Using 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 also use the IComponentReference interface as a generic entity type since all entities implement this interface. This interface is found in the Sage.Platform.ComponentModel […]
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How 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.
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Responding 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 that you can do with dgrid. In Infor CRM, there’s a few layers to the grid that you […]
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How to Disable Unused Jobs in Infor CRM (Saleslogix)
You can disable unused jobs buy commenting them out in the Scheduling.config file.
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