Exploring AI Options for Infor CRM v10
I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to...
View ArticleTop 5 Best Practices for a Smooth Infor CRM Upgrade
Upgrading Infor CRM does not have to be stressful. This guide covers the top five best practices for preparing your environment, handling customizations, merging web.config changes, and running a...
View ArticleSearching SQL Server Views, Stored Procedures, and Functions for a Specific...
Quickly locate where a field or keyword is used in your SQL Server database by searching across view definitions, stored procedures, and functions. This simple script helps Infor CRM developers and...
View ArticleAdding Yes/No display for boolean fields in InforCRM (SalesLogix) datagrids
InforCRM has had the ability to define boolean entity properties as either True/False or Yes/No for a long time, however in a recent project, I found that displaying such an entity property as a bound...
View ArticleIssue with saving Date Criteria in the InforCRM Query Builder version 8.4.0.4
When creating a group in the Infor 8404 web client, I noticed an issue when using a date field in the query conditions. Regardless of the date value selected, saving the condition results in the date...
View ArticlePlugin Types for Infor CRM
This post lists current Plugins, as well as depreciated Plugins and their type numbers for the InforCRM LAN environment.
View ArticleSetting Lead DNC Fields to Match Do Not Solict Default When Creating New...
Within lead records in InforCRM, there are a number of DoNotContact fields, such as Do Not Solicit, Do Not Mail, Do Not Phone, etc... InforCRM provides an area to set up a default value for the Do Not...
View ArticleAdding Roles and Secured actions in Infor CRM Bundle Actions issue
When creating a bundle manifest recently, I needed to include new roles and secured actions. In the bundle actions area of a new manifest, there are options to add Role(s) and to add Secured...
View ArticleMinor issue with True/False Default values in Infor 8.4 SNC
There is an interface in the Administrator application to allow the Admin to set various defaultvalues, including this one. The issue I bumped into is that it only allows you to set a boolean default...
View ArticleCustom Security Profiles and the ICRM 8.4 Upgrade
The Infor v8.4 Action Items bundle inserts a number of new Security profiles into the secprofiles table. Unfortunately, in doing so it also clears all the old profiles, which is an issue if you have...
View ArticleChanging text alignment on Numeric controls in Infor CRM
In many interfaces, numeric values tend to be right justified. In InforCRM however, all controls display their information with the text aligned to the left of the control. Recently I was asked about...
View ArticleLoad order issue in Infor CreateUnicodeDB utility
I recently bumped into an issue with the order in which the utility (CreateUnicodeDB) creates database objects. SQL Users and schemas are processed first, followed by SQL tables, followed by the other...
View ArticleChecking for URL values for IDN compatability
Yesterday, Kris posted about a new issue in 8.309 regarding URL controls. To check for this condition, I put together a quick SQL function that can be used to check url values to see if they would be...
View ArticleRevisited – Fixing Misaligned Toolbar Buttons in a Dialog in the Infor CRM...
My colleague, Kris, recently posted an article about using a custom CSS file to fix Misaligned Toolbar buttons in InforCRM web client dialogs. There is an additional step needed in order for InforCRM....
View ArticleInstalling Web Manifests in InforCRM
I wanted to take a moment to briefly document how to install web manifests in InforCRM. This is pretty basic functionality, but I thought it would be helpful to have it documented here as a reference....
View ArticlePrecompiling and Warming Up Infor SLXClient and SData Portals Using...
Precompiling and Warming Up Infor SLXClient and SData Portals Using aspnet_compiler.exe When hosting Infor SLXClient and SData portals on IIS, the first request after an application pool restart can...
View ArticleBasics – Setting filters in the OpenDialog common dialog
I wanted to run through quickly how to set filters when using the OpenDialog in the SalesLogix LAN client. When using OpenDialog, it's nice to be able to define filters so that your users only see the...
View ArticleModifying standard entity properties and objects to “Custom” in Infor CRM
With InforCRM version 8.5.1, custom or modified items in the project explorer now show up with a specialized icon to indicate their "Custom" status. Only "Custom" items can be added to bundle...
View ArticleBasics – Setting filters in the OpenDialog common dialog
I wanted to run through quickly how to set filters when using the OpenDialog in the SalesLogix LAN client. When using OpenDialog, it's nice to be able to define filters so that your users only see the...
View ArticleModifying standard entity properties and objects to “Custom” in Infor CRM
With InforCRM version 8.5.1, custom or modified items in the project explorer now show up with a specialized icon to indicate their "Custom" status. Only "Custom" items can be added to bundle...
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