Infor CRM SLX
Technology Advisors & CRMPlus Partner on Infor CRM
Business and technology consulting companies Technology Advisors Inc. (TAI) and CRMPlus Consulting announce a partnership to extend CRM services for Infor CRM customers. Both consulting companies have more than 30 years of experience serving CRM customers across the country with implementations,…
Continue readingDistant Restrooms
Unlimited Verizon data (sort of), Apple’s possible move from Salesforce to Sugar, IBM’s move to Salesforce’s Service Cloud, Salesforce’s use of IBM’s Watson to power Einstein, Marketo and Infor partnership, marketing automation system rollups, Infor CRM gets out of neutral, Windows 10 upgrade…
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Infor CRM Tip: How to Find Specific Attachments
I recently helped a client who was looking for a solution that would enable him to find specific attachments quickly based on their intended use. For example, an Account might have several attachments associated with it, but the user may want to know which of those various attachments is being used…
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Territory Realignment with Ad-Hoc conditions in Infor CRM
If you've reassigned accounts to a new sales person, then you've probably dealt with the Territory Realignment tool in the Administrator of Infor CRM.
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Infor CRM 8.3 Out-of-the-Box Database Configuration
If you’ve switched to Infor CRM 8.3, or are planning to switch soon, be aware that you must configure your Eval database AND the blank database that comes with 8.3. Instructions can be found in your Implementation Guide. Here’s how to get to your Implementation Guide through the Infor Xtreme…
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Infor CRM V8.2 Picklist Defect, and How to Fix it!
If you have the new or upgraded Infor CRM 8.2.0 database, you may have noticed that adding & editing picklists causes an error. This is a defect in the system. The good news is, there’s a workaround – but don’t try this at home, kids! The procedure requires knowledge of Microsoft SQL Server…
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Troubleshooting for Microsoft Visual Studio 2015
I decided to try out the new Microsoft developer tools that come with Microsoft Visual Studio 2015 to get a feel for the software. When I downloaded the product, I received a web installer which in turn downloaded the necessary components and installed them. It was a somewhat slow install process.
Continue readingHow to Fix Connection Issues in External Facing Infor CRM Sites
Generally, on premise Infor CRM installations are set up as a combination of servers inside a company's network and behind a firewall.
Continue readingBetween Vacations
Sam & Steve discuss Dreamforce, Infor Next San Diego, CPQ technology, Amazon EC2 & S3, Chromebooks, Vertical CRM vendors and LinkedIn as CRM.
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Infor-mative
A post-Inforum 2014 discussion about Infor CRM (formerly SalesLogix) and how CRM fits in with Infor’s many offerings.
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SalesLogix Mobile - New User Friendly and Faster Features
We are all living in a mobile world and all we want is to quickly and easily access all the information we can possibly get, right at our fingertips. That's not too much to ask, right?
Continue readingA SalesLogix CRM v8.0 Preview
Dave Wallace, Director of Product Management for Sage SalesLogix CRM, provided Technology Advisors’ customers a preview of the new SalesLogix v8.0 coming out next year.
Continue readingConsiderations for Purging/Deleting Entity Data in SalesLogix
Normally when data is deleted from a database, it is simple enough to have a programmer write a DELETE statement in SQL to wipe out a bunch of records from a table. This technically works okay, but has some issues that one should be aware of.
Continue readingDesigning Reporting Filters in SalesLogix
When a SalesLogix report is run, you normally see two different kinds of filter options/parameters. The purpose of this post is to explain what they are and how reporting filters in SalesLogix are different.
Continue readingCreating and Naming SData Feeds in SalesLogix
SalesLogix allows you to access your data via the new SData webservice feeds that are hosted as a part of the SalesLogix web client. Normally to enable your SData feed, all you have to do is check the "Generate Feed" option on the entity that you wish to create the feed for. The feed is…
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