Various Useful Client-Side Functions Available in Infor CRM Web
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...
View ArticleEdit 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).
View ArticleFormatting 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...
View ArticleSQL 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...
View ArticleCustomizing the SData Model for Entities in Infor CRM Mobile in Version 3.4...
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...
View ArticleKnowledgeSync 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...
View ArticleAutomatically Setting the Temp Lookup Group for Related Records When...
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...
View ArticleAutomatically 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...
View ArticleCreate 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...
View ArticleSetting 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...
View ArticleWhy 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.
View ArticleChanging the Address Control to Open Google Maps Instead of Mapquest in Infor...
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...
View ArticleWorking 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.
View ArticleConditional 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...
View ArticleLimiting 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....
View ArticleSetting 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.
View ArticleMaking 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...
View ArticleAutomating 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...
View ArticleWorking 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.
View ArticleStart 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...
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