Lead Conversions in the InforCRM (formerly Saleslogix) Web Client
The Lead conversion to a contact will fail if you are not filling in the entire address for the lead. There won’t be any message telling the user that the address is insufficient just a failure. The...
View ArticleInfor CRM 8.x Setting the Outlook Ribbon with Desktop Integration
If users are not seeing the SLX Desktop Integration in Outlook after installing SLX Desktop Integration there are two troubleshooting steps that will need to be performed
View ArticleInfor CRM 8.1 Web Client Not Compatible with Chrome Touch Screen Drivers
We were recently contacted by a client who had a user unable to log in to the Infor CRM web client. The user was logging in with Chrome on a Microsoft Surface tablet device. As it turns out, the Infor...
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...
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