More Sorting Options with the SData Based Saleslogix Web Grids
To say the new editable grids in the Saleslogix v8x web client are lightly documented would be a sever understatement. In fact whenever I try to find any documentation available, search engines...
View ArticleRestricting Adding Opportunity Contacts to Contacts at the Opportunity’s Account
One thing that clients have asked for is how to restrict the selection of the Opportunity Contacts to only include those Contacts at the Opportunity’s Account. In the Saleslogix web client, with the...
View ArticleUTC Calculation Issue For Browsers in Pacific Time on Saleslogix 8.1 Core...
We had a client recently that ran into an issue trying to use the Date Control in the web client to pick the date of Nov. 1, 2015. This happens to be the day of daylight savings time cut-over. When...
View ArticleAdding the Task Pane Area to the Infor CRM (Formerly Saleslogix) Customer Web...
In the Infor CRM (formerly Saleslogix) Customer Web Portal, the Task Pane area is not visible by default. This removes some functionality, like filters, and common tasks. Here are the steps you can...
View ArticleInfor CRM (formerly Saleslogix) Web- Dependency Lookup OnChange Event Not...
In the Saleslogix 8.1 web client the dependency lookup still has a problem with the OnChange event. This problem has been around a long time, as a first reported on this back in 2010!!!. Essentially...
View ArticleInfor CRM (formerly Saleslogix) Web Client- Running a Mail Merge From a Button
The client side MailMergeService allows running a mail merge against. The nice thing about using this library is it gives you access to pretty much everything the Write menu does and it incorporates...
View ArticleModifying the duration control drop down in the Infor CRM (formerly...
Infor CRM (formerly Saleslogix) has decided in their wisdom to hard code the duration control with some random elements. Changing this random list is way harder than it needs to be, but lets look at...
View ArticleBug with Binding a Picklist Control in the Infor CRM (formerly Saleslogix)...
I just recently discovered a bug when using a picklist control with the StorageMode set to “ID”. If you are trying to preset a value on the form load, you would normally bind the underlying entity...
View ArticleUnable to Insert Opportunities in Infor CRM (formerly Saleslogix) Web Client
I recently ran into an issue where a client was unable to insert Opportunities when logged in as particular users. When they clicked Save they would get an error similar to this: The statement has...
View ArticleRequired Secured Actions to Run a Report in the Infor CRM v8.1 Web Client
We recently had a client complaining users could not run reports in their upgraded Infor CRM v8.1 web client. The Run Report and Schedule Report tasks in the Report manager area were not showing....
View ArticleInfor CRM (Formerly Saleslogix) v8.1 Update 05 Issues
We have recently discovered 3 issues that have developed for customers after upgrading to update 05 for version 8.1 web. These have all been reported to Infor support but details on fixes have not...
View ArticleInfor CRM (Formerly Saleslogix) – New Triggers To Be Aware Of in v8.1
Just a heads up, Infor CRM has added several triggers into the system as part of the upgrade process. These triggers are used for their ERP integrations. For most customers who don’t use this...
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Infor CRM (Formerly Saleslogix) v8.1.3- Strange Behavior with the Account...
We recently had a customer on version 8.1 update 03 that was having problems with the Account Hierarchy module Customer FX created. The Account Hierarchy screen displays the Parent/Child relationships...
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Infor CRM (Formerly Saleslogix) v 8.1.3 Web Client- Bug with Picklist...
We recently had a client report an issue that occurs in the Infor CRM web client. The client had code to set a picklist control to disabled (Control.Enabled=false) on the form load. That worked...
View ArticleInfor CRM (Formerly Saleslogix) Picklist Caching in the Web Client
We recently had a client that was using IE (I know, ish) to view the web client. They were seeing a picklist with entries that were not in the system. It was like the picklists had been cached. In...
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Infor CRM (Formerly Saleslogix) Using International Languages/Culture Settings
The Infor CRM web client comes pre-built with 5 different language configurations: English, German, French, Italian, and Russian. This means that if your local computer or browser is configured to...
View ArticleInfor CRM (Formerly Saleslogix) Getting the Current User and Contact Context...
Ryan Farley previously posted about how to get the current Contact context in the Customer Web Portal. This same approach can be used to determine the Saleslogix User context that the Customer Portal...
View ArticleInfor CRM (Formerly Saleslogix) Hiding Tabs at Runtime Without Using Modules
As Ryan wrote a long time ago, you can create a module and add it to a page in the Infor CRM web client to show or hide things like menus, or tabs. Problem is that this functionality doesn’t work well...
View ArticleInfor CRM (Formerly Saleslogix) Iterating through all tabs on a Page
Using the TabWorskpace you can iterate through all the tabs on a page and do something with them, like show or hide them. To do this you need the following code: private...
View ArticleDisable Outlook Sync for Contacts for InforCRM (formerly SalesLogix)
As an InforCRM Administrator, you may want to disable Outlook Sync for contacts. Here are the steps. 1. Close Outlook, IE, FF and Desktop Manager on the Computer you plan to install the fix. 2....
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