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Infor CRM / SalesLogix – Splitting Up the Values from a Multi-Select Picklist

Infor CRM / SalesLogix – Splitting Up the Values from a Multi-Select Picklist

by Anosh Wadia | May 5, 2016 | Customer Relationship Management

Customer Question: I have values in a multi-select picklist. Unfortunately many of them no longer exist in my picklist definition. How do I clean these up? Answer: The challenge here is that these values are saved as comma separate values in a single field in the...
Including Custom JavaScript in InforCRM

Including Custom JavaScript in InforCRM

by Nick Galler | Jan 7, 2016 | Customer Relationship Management

When you need to include a custom JavaScript in the InforCRM web client, the quickest way is to simply add the <script> tag to the base.master file. However this complicates upgrades because the base.master file is often modified in Infor’s web updates,...
Customizing the InforCRM Address Dialog

Customizing the InforCRM Address Dialog

by Nick Galler | Dec 9, 2015 | Customer Relationship Management

The address control in InforCRM 8.2 (and other versions) is implemented as a semi-dynamic Javascript widget. I say semi-dynamic because while the widget is driven by configuration, the configuration is very much hard-coded. In this post I will examine how to do common...
Including a custom stylesheet in InforCRM

Including a custom stylesheet in InforCRM

by Nick Galler | Dec 2, 2015 | 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...
Customize InforCRM / SalesLogix customer portal security

Customize InforCRM / SalesLogix customer portal security

by Nick Galler | Sep 30, 2015 | 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...
InforCRM / SalesLogix Client-side Validation

InforCRM / SalesLogix Client-side Validation

by Nick Galler | Aug 25, 2015 | 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...
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