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?...
by XTIVIA | Apr 2, 2015 | Blog, Customer Relationship Management
For Infor CRM / Saleslogix SData is the key technology on the server side that enables us to build rich client side applications. Single-page applications are all the rage now and with sdata they can communicate with the Saleslogix database without the need to build a...
by XTIVIA | Oct 21, 2014 | Blog, Customer Relationship Management
Wanted to share a small trick I used to make Infor CRM / Saleslogix more usable on laptops, especially if you have customized screens that are very tall. On devices with a low resolution height, tall screens can push the resize handle low enough that it can’t be...
by CRM Team | Aug 4, 2014 | Blog, Customer Relationship Management
The following requires some HTML5 features, so be sure to consult a compatibility chart before throwing it into a customer’s environment. I needed a way for a user to upload an image as a base64 string. This could be happening from a poor bandwidth connection,...
by CRM Team | Jul 15, 2014 | Blog, Customer Relationship Management
Today I was troubleshooting a strange mobile issue with Infor CRM / Saleslogix mobile on iOS. Whenever the user would hit the back button in the mobile client, they would actually get returned to the previous website they were on rather than the previous form in the...
by XTIVIA | Jul 9, 2014 | Blog, Customer Relationship Management
If you use a dialog with very tall content, InforCRM will automatically add scroll bars to it when it opens up. No problem there. The problem begins when you add content AFTER the dialog was initially opened – for example, if you have a grid with a filter...
by XTIVIA | Jun 26, 2014 | Blog, Customer Relationship Management
Problem: you have an editable grid with a column that needs to display a custom caption according to some properties of the current entity. Solution: on a custom smart part you control the javascript so this can be easily addressed by using the client context service....
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 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...
