Viewing Previously Run Reports in Infor CRM Web
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...
View ArticleInforCRM (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
View ArticleSales 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...
View ArticleLinkedIn 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...
View ArticleUpdate 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...
View ArticleSetting 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...
View ArticleInstalling 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.
View ArticlePreventing User Clicks During Postbacks with a Shield in the Infor CRM Web...
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...
View ArticleRemoving the Comma (or Changing the Format Pattern) in the Numeric Control in...
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...
View ArticleDynamically 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...
View ArticleUsing 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...
View ArticleCorrecting 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"
View ArticleUsing Client-Side Prompts Dialogs to Present Options for a User in the Infor...
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...
View ArticleSynchronization options in Infor CRM (Saleslogix) Xbar for Outlook
Xbar has the ability to sync contacts, appointments, and tasks between Outlook and Infor CRM (Saleslogix).
View ArticleUsing 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...
View ArticleEdit 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.
View ArticleExporting 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.
View ArticleDisplaying 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...
View ArticleDisplaying a Progress Dialog for Client-Side Operations in the Infor CRM Web...
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...
View ArticleChanging the Regarding Picklist on the Activity Dialog from a Single-Select...
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...
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