Senior CRM Consultant
Allen is a senior CRM consultant at Technology Advisors Inc. He spends most of his time designing solutions using InforCRM, StarfishETL, and SQLServer. He also specializes in data migrations from-and-to Microsoft Dynamics CRM and Salesforce.com. Allen has been involved in large implementations for prominent players in the real estate, telecom, manufacturing, and publishing industries. Prior to working at Technology Advisors, Allen worked as a Microsoft application developer in the Accounting space. Outside of work, he likes to meditate, play his guitar, and eat chocolate.
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.
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 normally not enabled by default, so make sure to turn it ON when you create your entity so that you can use it for external SData based data integrations.
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.
When testing it, it was observed that the date filter did not work correctly on the start date of the date range. So if an opportunity had a close date of '5/4/...
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.
Generally, on premise Infor CRM installations are set up as a combination of servers inside a company's network and behind a firewall. This configuration provides the tightest security by ensuring that each user is authenticated via VPN and Active Directory. Sometimes though, it might be necessary to set up an external facing CRM site to allow direct access via a simple login — in which case the VPN or network authentication would not be...