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Executing a Business Rule via the Infor CRM SData API from T-SQL

I had the need to call a business rule in Infor CRM from a stored procedure in SQL. This turned out to be a relatively easy task, although you want to make sure you think through what you’re doing for...

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Setting the SData Configuration Path After Error 500 in Saleslogix Web 8.x

When you hit the test link it should test with the "The feed tested successfully" message. However, if it does not and does not change the Saleslogix Feed and instead returns Error 500 then you will...

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Reading Data Using the Infor CRM SData REST API from a .NET Application Using...

When working with the Infor CRM SData REST API from a .NET application or website, there are a few different choices for libraries you can use to make the SData code easier. The original library was...

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Customizing the Activity Dialog in Infor CRM to Default the Activity Location...

Customizing the Activity Dialog in Infor CRM Web is not like customizing other forms. This form is not a QuickForm/SmartPart or ASP.NET form. Instead, it is made entirely of Javascript. However, once...

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Adding a Filter/Condition to the Contact Attendees Lookup in the Infor CRM...

I’ve posted a few times before about customizing the Infor CRM (Saleslogix) Activity Editor Dialog. It’s a form made up of 100% Javascript so customizing it isn’t like your typical Infor CRM Web...

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Using the SData API From Client-Side Javascript in the Infor CRM Web Client

It’s a good practice when customizing the Infor CRM (Saleslogix) Web client to always be aware of how your customizations will impact performance. A good way to make sure that the client performs...

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Start a Sales Process for an Opportunity via the SData API in Infor CRM

If you’re using SData to create Opportunity records, you’ll likely need to also start sales processes for those opportunities as well. Sales processes in Infor CRM (SalesLogix) is a mess with all the...

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Enabling Cross Origin Requests (CORS) for SData to Allow Client-Side Requests...

If you are making client-side Javascript request to SData from a domain that is different than where your SData portal is deployed, you’ll like be seeing the requests blocked with errors showing in the...

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Fixing Timeless Activity Displays in the Infor CRM 8.3.09 Web Client

In the Infor CRM 8.3.09 web client timeless activities in the sdata grid display their dates as one day off due to UTC offset incorrectly being applied to these records. The sdata grids all inherit...

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Getting Timeless Activities to Display Correctly in Groups in Infor CRM 8.3.09

In my last blog I talked about how to fix timeless activities to show the correct date in sdata grids. A different fix needs to be put in place in order to have these same dates show correctly if they...

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Phone Formatting in Editable SData Grids in Infor CRM

In the 8.4 Infor CRM web client, if you add a phone number column to an SData grid it does not handle formatting phones that contain extensions. Phones that are just 10 digits format fine as (nnn)...

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Saleslogix 8 and 8.1 Windows Authentication in Saleslogix Mobile 3.0.3

If your company is using windows authentication in the SalesLogix Web client then you will want to use Windows Authentication for your mobile clients.

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