by XTIVIA | Jun 15, 2014 | Blog, Customer Relationship Management
Unit Testing Saleslogix (now called Infor CRM) is possible and easy to set up with the recent improvements to the OpenSlx library. The SlxAppSetup class is what you need to initialize the Saleslogix framework and enable you to use EntityFactory, SessionScopeWrapper...
by XTIVIA | May 23, 2014 | Blog, Customer Relationship Management
EDIT: Dynamic Parameters are now supported with the introduction of the Saleslogix Reporting Assistant introduced in v8.1 SNC 03b. However the instructions below work for previous versions which aren’t on the SNC 03b update. An important current shortcoming of...
by CRM Team | May 2, 2014 | Blog, Customer Relationship Management
Sometimes you want to make a form as client-side as possible. Below is an example of how to perform a client-side CSV export in Saleslogix. This process exports an Editable Grid’s data to CSV from a quickform using an “On Client Click” action for a...
by CRM Team | Apr 29, 2014 | Blog, Business Intelligence, Customer Relationship Management, Data Warehousing
Occasionally we find ourselves in situations which do not meet the standard e.g. users placed in a directory tree a few levels deep or the distinguished name uses the common name which has spaces. Below are some tips on handling these situations. A useful tool to...
by XTIVIA | Apr 28, 2014 | Blog, Customer Relationship Management
How to fix Could not find UpdatePanel with ID ‘mainformUpdatePanel’ If you get this error while in ListView: This may come from the fact that the group viewer “hides” the control that contains the “mainformUpdatePanel”. There is an...
by XTIVIA | Feb 14, 2014 | Blog, Customer Relationship Management
Need updating time Units in ticket activities Entity? Recently I was asked to customize the add/edit ticket activities form in SalesLogix (now known as InforCRM) so that when users click the save button it will auto populate the Completed Date field with the current...
by CRM Team | Feb 4, 2014 | Blog, Customer Relationship Management
Today we needed to make a picklist field multiselect in the Saleslogix mobile client. Unfortunately this appears to be broken in Mobile 3.0.3. To work around this we had to override two functions in the picklist field’s definition on the edit form. Hopefully...
by CRM Team | Jan 22, 2014 | Blog, Customer Relationship Management
Today we wanted to add several custom buttons (schedule activity and complete unscheduled activity buttons) in an editable grid. At first we thought about doing the usual convert to custom smart part, however that would have made simpler customizations down the road a...
by XTIVIA | Jan 9, 2014 | Blog, Customer Relationship Management
In Infor CRM / Saleslogix 8.1 a lot of the operations are now performed in an out of process service called “Job Service” for improved performance. This is great because no longer does the web server need to be bogged down with bulk activity operations,...
