by XTIVIA | Dec 2, 2015 | Blog, Customer Relationship Management
There are 3 main ways to include a custom stylesheet in your InforCRM client: Add it to SageStyles.jsb so that it gets compiled into sage-styles.css – this is the best performance approach. It is relatively upgrade safe but not completely Create a custom module...
by XTIVIA | Sep 30, 2015 | Blog, Customer Relationship Management
The customer portal security can be customized by implementing and registering a IEntitySecurityService. Practically, this means extending CustomerPortalSecurityService and overriding 3 methods (and optionally a 4th one): BuildRestriction – add a restriction to...
by XTIVIA | Aug 25, 2015 | Blog, Customer Relationship Management
In most case I try to do the validation for InforCRM form input on the server side. This is generally easier to implement (sometimes a lot easier), more reliable, and the performance is usually close (sometimes even better, if there are a lot of queries involved, as...
by XTIVIA | Aug 24, 2015 | Blog, Customer Relationship Management
In InforCRM 8 the activity editor has been completely reworked to be entirely Javascript based. Although this brought a little bit of pain as none of the previous customizations carried over, and there wasn’t a whole lot of documentation available, it’s a...
by Anosh Wadia | Aug 21, 2015 | Blog, Customer Relationship Management
Version 8.1 CU03b of Infor CRM / SalesLogix introduced some really handy group options. Columns setting Hide extended group list on record selection Stay In Detail View on Lookup Display Extended Group list on Lookup These options can be accessed when you...
by XTIVIA | Jul 6, 2015 | Blog, Customer Relationship Management
In SugarCRM a Lead Conversion will not handle data from a custom module. Converting a lead that has data associated to it in a custom module will cause the data to be lost. In my personal opinion this should be done automatically as long as you add this module on to...
by XTIVIA | Jul 1, 2015 | Blog, Customer Relationship Management
Often when one needs to access the value set in an HTML control from the client side script it is tempting to reach into the DOM object and retrieve it directly, using something like this for example: var c =...
by Anosh Wadia | Jun 24, 2015 | Blog, Customer Relationship Management
If you’ve worked with Infor CRM / SalesLogix for a while, you’ve probably run into the issue where you enter your username and password (correctly!) and all you get is an Unspecified error! Very descriptive, isn’t it? Cause: Essentially what the...
by Anosh Wadia | Jun 22, 2015 | Blog, Customer Relationship Management, Mobility
We’re often asked, why can’t I login to the Infor CRM (SalesLogix) mobile client using my iPhone / iPad? Here are some common things to check on your device: 1) Click on Settings 2) Click on Safari –> Under...
by XTIVIA | Jun 12, 2015 | Blog, Customer Relationship Management
This is a very common request – the customer wants to see some rows highlighted in the data grid based on the data. For example, they might want to see opportunities with a sales potential above $1M highlighted in green. How might we achieve that in InforCRM?...
