Allen D'Souza
Recent Contributions
How to Remove the Feed Tab in Creatio
In most cases, the feed tab in Creatio can be modified or removed from the layout by using the appropriate toolbar items in the tab area.
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Improving Usability: Adding Field Hints in Creatio
Sometimes small tweaks to how a field looks on a screen can make a big difference in usability and improve the quality of data captured. Adding field hints is one way to improve this usability in Creatio.
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How to Display Top N Rows in Creatio Using Detail Area
Creatio has a quick and easy way to build a detail area (a.k.a. one-to-many relationship). You've probably already tried using the detail wizard and Creatio auto-magically generated the functionality for you behind the scenes. So easy! Let's take that one step further.
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How to Build Cascading/Dependent Lookups in Creatio
If you have a situation where you must have one lookup offer only a limited set of values based on what is selected in another lookup, then you must setup lookups with dependencies on one another. This article explains how to do that.
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2018 Holiday Updates: New BPM Schema Tools Features
We're excited to announce new updates to BPM Schema tools! Now you don’t have to search all the bpm'online packages for field type information.
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How to Search Through Your Creatio Objects
It was necessary to start with a list of the Creatio objects relevant to the desired changes. However, extracting this information can be difficult.
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Introducing Schema Tools for Creatio
Pulling Creatio's most current data structure from the API to present it in an easy-to-read format is best. We built the Schema Tools app to enable this.
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Managing Read-Only Access to Creatio
Setting up security for temporary workers is a common need. A common question is about providing read-only access so they can view information.
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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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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 readingSetting up the Microsoft Dynamics CRM 2011 Report Authoring Extension for Dynamics CRM Reports
Microsoft Dynamics CRM uses SQL Server Reporting Services to generate reports for CRM data. If you have the need to modify or design your own reports, you will need to first make sure you have the software that helps you design and publish reports.
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…
Continue readingSalesLogix Reporting Basics
We frequently get questions about the reporting functionality in SalesLogix. So here is some information that should give you a pretty good idea about how the reporting works and how it interfaces with the SalesLogix database.
Continue readingSalesLogix Mail Merge DLL Installation Issue
We recently ran into an issue in SalesLogix version 7.5 sp3 where the mail merge did not work after an install. Clicking on the write->email menu would bring up the following message:
Continue readingSalesLogix - StarfishETL Auto Map Feature
Recently we were tasked with importing data for a client who acquired a company that also used SalesLogix. There were a couple of Account based tables that needed to be imported for historical reference ONLY.
Continue readingDate Fields and SQL Views in SalesLogix
I recently ran into a client issue where several SQL views were built to support generation of some dashboard and reporting outputs. When retrieving this data, there was a need for filters based on the standard SalesLogix Opportunity EstimatedCloseDate field.
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