Xbar and Outlook Integration in Infor(formerly Saleslogix) 8.2
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...
View ArticleExecuting a Business Rule via the Infor CRM SData API from T-SQL
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...
View ArticleSalesLogix Job and/or Web Services Fail to Start
Domain Group Policy can overwrite the ability of some Infor CRM components to log on as a service.
View ArticleErrors installing Web Manifests in Infor CRM 8.3
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...
View ArticleRemove Items from Write Menu in Infor CRM Web 8.x
In order to delete unused templates from the Write menu, it is necessary to delete these items in the Windows registry.
View ArticleReading Data Using the Infor CRM SData REST API from a .NET Application Using...
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...
View ArticleChecking If the Current User is on the Same Team as the Account Manager in...
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...
View ArticleDisabling UAC when installing Infor CRM
When installing any Infor CRM product, it is important to make sure User Account Control settings are disabled.
View ArticleInfor CRM Summing a Property of an Entity Collection Using Linq
A post showing how to use Linq to sum an entity collection quickly.
View ArticleInfor Launches Infor CRM User Group
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...
View ArticleClearing all Activity Notifications in Infor CRM with a SQL Statement
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...
View ArticleInfor CRM 8.3 Remote User’s Login Fails
after rebooting the connection failed with the message "Unable to connect to server".
View ArticleRetrieving the SQL from a group in the Infor CRM web client
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...
View ArticleRe-register Infor CRM Xbar .DLL files.
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.
View ArticleUsing the Hosts File With InforCRM SpeedSearch
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
View ArticleReset a user’s layout settings on the ICRM Web Client or Mobile Client
It is possible to use Application Architect to delete these Web Client customizations, resetting the client to it’s original layout.
View ArticleInfor CRM Web Client- Determining the Tab Height Using Client Side Scripting
How to size a control within the tab workspace of the Infor CRM web client to fit the available height of the tab control.
View ArticleAdding a Filter/Condition to the Contact Attendees Lookup in the Infor CRM...
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...
View ArticleLaunching a Dialog from Client-Side Javascript in Infor CRM Web
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...
View ArticleTimeLinx: Bringing Project Management to Infor CRM (Saleslogix)
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...
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