by Anosh Wadia | Jun 22, 2017 | Blog, Customer Relationship Management
As powerful as Infor CRM groups are, they, unfortunately, do not allow you to aggregate data. Your options are either to create a report, export to Excel, or create a dashboard to summarize information. However, you can summarize record level data using SQL Views in...
by Anosh Wadia | May 19, 2016 | Blog, Customer Relationship Management
You may have noticed that in recent versions, InforCRM introduced the concept of “Primary”, “Primary Billing” and “Primary Shipping” address. This has been a source of confusion for many long time InforCRM / SalesLogix users since...
by Anosh Wadia | May 5, 2016 | Blog, 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...
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 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 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 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 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...
