by Anosh Wadia | Jun 22, 2017 | 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 | 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 | 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 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...
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...
by Anosh Wadia | Jun 24, 2015 | 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...
