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    Infor CRM SLX v8.5.0 Update 01 has been Released
    March 23rd, 2022 by

    The long awaited v8.5.0.01 release is now available!   This release has many updates that include new Application Architect 64 bit application, Mail Merge functionality added back to the browser for emailing, calculated field handling, and many others.

    For a full list of all the updates and fixes click below:

    Whats New: What’s New PDF

    Resolved Issues:  Resolved Issues PDF

    In general, the update for v8.5.0 carries the improvements we needed to see for the base version of 8.5.0 released in 2021.

    WEB CLIENT UPDATES

    Downloading and installing the Word and mail merge integration is available in the Tools> Options menu in the web client.

    Mail merge – in any browser (Email only).  The Word add-in is still required for letter or print mail merge.  The process for creating the new browser templates directly mirrors the CRM Workflow email template formatting and creation.  (Start by typing @ for mentions…)

    • All common browsers are now mail merge compatible for emails, which includes Edge, Chrome, and Firefox.  (The requirement for Internet Explorer has been removed.)
    • You will be able to utilize mapped fields throughout the CRM system and incorporate them into the template as needed for both types of templates.
    • You can now perform a mail merge with contacts associated with sales orders, quotes, contracts, returns, and tickets in addition to accounts and opportunities.
    • All supported browsers allow the completion of mail merge steps within a sales process.

    DEVELOPMENT UPDATES

    They did update development features further to support the Upgrade Safe Customization road map.   Application Architect now includes a Manage Customizations view to allow development to review a list of files that have changed or are out of sync with recent Infor CRM SLX updates.

    Application Architect is now a 64 bit application to allow for better volume handling for development.  What exactly does this mean?  Well for one, the general build and deploy time to complete is SUBSTANTIALLY reduced!  This also includes a fix for the SLX Client portal deployment error that displayed an Out of Memory error. For that one we are grateful, it was not a show stopper but very annoying for the developer.

    Here are some of the development highlights that developers would be interested in:

    Local file system versus Virtual file systems: Managing your changes in a Local File System still carries some workarounds that you must stay aware of.  See the full documentation for the steps to utilize this method.
    Project backups: Currently, you can only restore the Infor project backups from v8.4.0 and v8.5.0.  So be sure to keep your customization bundles versioned off and clean.  That will be the only way you can restore any failed (or corrupted) changes if you need to rollback.  Infor has discussed bringing back the project backup capabilities but as of this release, that is not the case.
    Project Difference Manifest deprecated
    Importing from another project deprecated

    Overall the User interface is unchanged except for a slight re-branding on the naming that was changed to Infor CRM SLX and bringing the email for mail merge back to the browser.  But the difference is more substantial on the development and management of the development.  This new update has solidified the upgrade-safe development into a cohesive software that allows a layered approach to the development where you can choose to release the new forms or keep your customized ones in front of the user.

    Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton OH surrounding areas. We provide implementation, integration, development and training for Infor CloudSuite CRM. We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

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    Infor CRM Mail Merge – No Longer Tied to Internet Explorer
    August 19th, 2021 by

    That’s right! Mail merge is now available in a way that eliminates the browser restriction

    Infor has released an answer to the mail merge issue that has plagued the software since Microsoft announced the retiring of Internet Explorer.  Previously if you needed to use the web mail merge function in the CRM you were restricted to Internet Explorer and 32 bit Office.   NOW with this new release, not only is 64 bit Office compatible but it is no longer browser isolated!

    Compatibility is listed with Office 2016 and 2019 (Office 365), but we also tested on Office 2013 and it worked as expected.  This new functionality is appropriate for Infor CRM Web Client version 8.3.0.0 and later.

    This new mail merge function is installed as an add-in to Microsoft Word and it adds additional settings to the Mailing ribbon in the Word application.  Configuration is remarkably similar to the XBar and merely requires the SData portal and a user log in.

    Templates created from an earlier version will need to be converted and if you are adding a table to display multiple items we recommend re-creating the template in the new function rather than adding a table to the converted template.  We have had some issues with adding tables but the adding fields works fine in a converted template. A new template created in the new function works great when adding a merge table.

    Converting…

    You can still map fields from the CRM, associate specific user information for a signature, and generate the layout that you have used in the past.

    Send the information to a single person based on a specific record, or merge to a whole group.  Regular dynamic groups and Ad-hoc groups are available.

    Want to send it out as email or print a letter or create a document, no problem!  It also still creates a history record and an activity follow-up in CRM if you wish.

     

     

    Some configuration items to consider to allow the CRM and Office Outlook to work together for mail merge:
    When the two programs wish to work together you may get a window asking you to allow or deny access to the Office program when you run the mail merge.  This form will pop-up for EACH email that you are trying to send!  There is a way to allow the two programs to work together in the Office Trust Center permanently.

    To do this, in Outlook open File > Options > Trust Center> Trust Center Settings button, Then programmatic Access > Mark the ‘Never Warn me about suspicious activity’ radio button.
    *There may be caveats to this permission depending on your company policy.

    If you are interested in this add-in to Word or have questions please let us know and we will be glad to help.

    Would you like to discuss the bigger picture with Infor CloudSuite CRM at your company? Connect with a Simplesoft Consultant at support@simplesoft.net

    Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton region and offices in Cleveland, OH  and Charlotte, NC. We provide implementation, integration, development and training for Infor CloudSuite CRM. We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

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    Infor CRM v8.4.0 Has Arrived
    June 21st, 2018 by

    We have the newest version of Infor CRM!  We have installed this with several customers and have been very successful!

    General Enhancements

    1. SData portal performance has been enhanced.
    2. IIS configuration now supports versions of IIS above version 8.
    3. The service used for integration is now run as a job through the Job Manager.
    4. The SData Synchronization Server is no longer required.
    5. The Remote Sales Client deployment now includes SData configuration.
    6. Desktop Integration has been separated into Office Integration and Outlook Integration. Outlook Integration is now part of Infor CRM Xbar for Microsoft Outlook. Both can be downloaded by users from the Web Client Tools, General tab.

    Web Client Enhancements

    1. Account Hierarchy provides ability to view a hierarchy view of the parent and all children and grandchildren of an account from the Account detail view, access to a quick view of frequently used entities (contacts, opportunities, sales orders and activities).
    2. The Administrator can configure certain pick lists to support multiple languages.
    3. Showing groups has been replaced by group Favorites. Favorites determine which groups display as tabs on list and detail views.
    4. Export to File and Export to Excel have been combined and renamed “Export” in the Common Tasks pane and from the right-click menu.
    5. Contour integration provides the ability to map contact and account addresses in order to view contacts and accounts that are near one another.
    6. The Local Pricing feature allows you to choose, on a per entity basis, between the ERP Pricing Service or local Infor CRM pricing which allows users to modify product pricing and discount amounts in Infor CRM. (for non-ERP integrated systems)
    7. Improvements to Reporting performance.
    8. Creating an ad hoc group with a large number of records now uses the Job Manager.
    9. New common task on the Group Manager view to determine which groups will be marked as Favorites by default for new users.
    10. Integration with the LinkedIn Sales Navigator enables Infor CRM users who have a LinkedIn membership and have subscribed to the LinkedIn Sales Navigator feature tab on the Infor CRM Account, Contact, and Lead Detail views.
    11. The version of Contour provided with Infor CRM v8.4 is compatible with Microsoft Bing. If your installation includes
      a version of Contour provided in Infor CRM v8.3 Update 03 or later, your Contour integration with Google will still function, however it is no longer visible in the UI.

     

    Back Office Integration enhancements

    1. Infor CRM can now be set to function as the authoritative system of record for Opportunities in an integration between Infor CRM and a supported ERP system through Infor ION.
    2. Normalize Base Currency provides an option to store data published by an ERP in terms of the Infor CRM base currency. This allows customers who opt for this service, to work in Infor CRM using the Infor CRM base currency even though the integrated back office ERP system uses a different base currency. Changes in this release Infor CRM v8.4 Release Notes 63
    3. ION Workflow enables Infor CRM users to initiate a workflow defined in ION from within Infor CRM. The trigger can be defined as conditional or manual in Infor CRM and the trigger can be extended to other entities.
    4. Discrete Address provides the option to use a discrete type of address if it is passed from an integrated back office ERP system.
    5. New logging and exception handling for Price and Availability in the Infor CRM Web Client.
    6. Master Data Consolidation is an optional feature that:
      1. Consolidates duplicate accounts with the same CustomerID, which can result from host systems such as ERP-M3, ERP-LX and ERP-Visual, into a single Infor CRM account record. This applies to Accounts, Ship Tos, Bill Tos, Pay Froms, Contacts, Persons, and Products.
      2. Adds a filter icon and logic for each of the integrated transactional master data tabs; Account Quotes tab, Account Sales Orders tab, Account Shipments tab, Account Invoices tab,
      3. Account Receivables tab, Account Returns tab, Ship To Sales Orders tab, Ship To Shipments tab, Ship To Invoices tab, Ship To Receivables tab, Ship To Returns tab, Bill To Sales Orders, Bill To Invoices, Bill To Receivables and Bill To Returns. The new tab filter control supports filtering the tab content by Accounting Entity and/or by ERP Status. If the ERP integration is later disabled, the Quote and Sales Order filters revert to showing the Infor CRM status.
    7. The Local Pricing feature allows you to choose, on a per entity basis, between the ERP Pricing Service or local Infor CRM pricing which allows users to modify product pricing and discount amounts in Infor CRM. Using local pricing is only recommended for entities that are not synchronized to an ERP system.
      Improvements for customizing and upgrading customized BOD mappings and BOD field mappings which previously could not be upgraded.
    8. A new Language Code option for supporting integrated content in a localized environment.
    9. The Account Invoice Aging tab provides summarized past due invoice aging content. All host ERP invoices with past due payment due dates and an ERP status of Open or PartialPaid are included in the summary values presented in the new Account Invoice Aging tab.
    10. The Account Invoices tab contains a new Days Late column, enabling users to see past due invoices for a given account.
    11. Users can now refresh pricing for sales orders and quotes when using a price service.
    12. New Test Link button on the Price Service detail view enables testing the price and availability end points.
    13. The Account Detail View ERP Details tab now contains a notes field which displays notes published by the host ERP system. Notes display in descending date sequence. This field is read-only.

     

    Ming.le Integration enhancements

    For implementations that include integration with Infor Ming.le:

    1. The following new Ming.le Widgets are available:
      1. Infor Ming.le Funnel Chart widget.
      2. Infor Ming.le Top Prospects widget is a list of my prospective accounts.
      3. Infor Ming.le Infor CRM Opportunities widget of associated quotes for each opportunity.
      4. Infor Ming.le Infor CRM Contracts widget which provides a detailed view of the contract and associated contacts.
      5. A new Dashboard widget for Group Lists (Infor.CRM.GroupList -v1.0.6.3.zip)
      6. A new Dashboard widget for Opportunity Status (CRM.opportunity.Status.zip) is available. You must execute the *Master Data Consolidation* conversion option in the Conversion Utility if your implementation contains pre-existing ERP data content. Content is dependent upon the Infor CRM instance being integrated to a back office host ERP system publishing invoice content. Access to this feature must be granted to users. For more information, see the Web Client online help topic “Enabling Refresh Pricing”. Infor CRM v8.4 Release Notes Changes in this release 64
      7. A new tool simplifies the Infor Ming.le provisioning process.
      8. An updated WebProvisioningUI.exe adds provisioning information to the Virtual File System (VFS).
      9. Users and roles are now synchronized between Infor CRM and Infor Ming.le.
      10. It is possible to share records and notes and history items
      11. It is possible to create and manage bookmarks
      12. Links in Infor Ming.le link to Infor CRM.

     

    Web Client Administrator enhancements

    Administrators and users with appropriate roles can access the following new features and functionality:

    The following roles are now default permissions in the Admin User Role. In prior releases, they were not assigned to a Role and had to be manually added: Pick Lists, Users, Roles, A/C/I, Departments, Exchange Rate, Lead Source, Literature, Resource, Standard Problem, Standard Resolution, Security Manager, Ticket Activity, Ticket Area Owner, Qualification, Package, Office Profile, Country Code Mappings, Competitor, Campaign, Entity Manager.

    1. Create multi-regional pick lists with different list items for each language. The contents of a multi-regional pick list will depend upon the user’s language setting.
      Set a default language for multi-regional pick lists.
      Set the desired language on the Name Prefix and Name Suffix so that users can select a language on the Contact Detail view Details tab in order to change the list items in the Prefix and Suffix, pick lists.
    2. A new Office Profile Error Notifications tab allows enabling the Error message e-mail link feature and specifying one or more e-mail addresses that will automatically populate the email To: field. When the Error message e-mail link feature is enabled, users who encounter an error message can send an e-mail to the specified address that contains a link that will display Event Viewer information. The Event Viewer information is only available to administrators or users granted access to the ErrorLookupService/View secured action.
    3. New secured action for Account Hierarchy – Entities/Account/Hierarchy.
    4. New secured actions for the Job Manager job schedules and triggers.
      Steps for configuring Sales Intelligence, including the displaying the purchase likelihood score options.
    5.  New Custom Settings list view and Custom Settings detail view to manage group export settings, CreatePivot and MaxExportRecords.
    6. New Office Profile Groups tab that allows you to set a limit for the number of groups that can display as tabs on list and detail views. All standard groups will be marked as Favorites by default.
    7. New Adminutil.exe enables the Administrator to see which users are logged in to Infor CRM and how many times each user is logged into the various Infor CRM applications. Administrators can filter based on type of user and status. It does not track SData logins.

     

    Mobile enhancements

    The following enhancements have been added to the Infor CRM Mobile Client since version 3.4.

    1. Two new files: configuration/development.default.js and configuration/production.default.js enable preserving modifications to default settings (such as Enable Multi-currency) in future upgrades.
    2. Field level security settings made for the Infor CRM Web Client using the Infor CRM Web Administrator now cascade into the Mobile Client.
    3. Infor CRM Mobile can now use the 24-hour clock. Settings enable the user to manually change between the 12 and 24 hour clocks. The default setting is specified by regional settings.
    4. Settings contains two new Offline options: users can clear their Briefcase and clear Recently Viewed records as well as clearing all records and showing record usage.
    5. Integrations with ERP LX support ‘Availability to Promise” in Mobile. “Click to check warehouse availability” enables users to verify if the warehouse selected has the requested volume of inventory on hand.
    6. Users can look up Contacts based on the Accounts to which they were associated. Changes in this release Infor CRM v8.4 Release Notes 65
    7. The Infor CRM Mobile Client supports single sign-on when Infor CRM is integrated with Infor Ming.le.
    8. Contour enables searching the Infor CRM database for other accounts that are in a specific geographical proximity.
    9. The Infor CRM Back Office Extension (ICBOE) feature contains the following improvements in the Infor CRM Mobile Client:
    10. ICBOE is now part of the Infor CRM Mobile Client. It is no longer necessary to install a separate bundle. ICBOE for the Infor CRM Mobile Client enables Mobile Client users to drill through account-related information available in back office integration. When ICBOE is configured in the Infor CRM Web Client, users can see the following entities in Infor CRM for Mobile:
      1. Invoices
      2. Quotes
      3. Sales Orders
      4. Shipments
      5. Receivables
      6. The Working Offline “Recently viewed” and “My Briefcase” features are now available for ICBOE records.
      7. The ICBOE feature in Infor CRM Mobile no longer needs to be activated in the Application Architect.

    Breaking changes in this version when upgrading:

    1. In version 8.4, screen readers are not compatible with Chrome. Use Internet Explorer.
    2. All upgrades must include converting an ANSI database to a Unicode database. The converted database will be approximately double the size of the existing database and the tool to convert the database is included in the software but requires three times the size of the existing database to be able to run correctly.
    3. Online help must now be accessed from Infor’s Docs.infor.com site. It is no longer possible to install customized help in your local environment.
    4. Outlook Integration and Outlook Sync are now provided with Infor CRM Xbar and must be downloaded separately from Infor CRM v8.4.

    We recommend and encourage you to review the update documents to keep abreast of all defects and issues that have been corrected.  Contact Simplesoft Solutions to discuss an upgrade for Infor CRM(Saleslogix), and to review any new features or updates with your version of Infor CRM(Saleslogix).

    If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

    Also, if you would like to learn more tips, or have a CRM topic you would like us to write about, please contact Simplesoft Solutions, Inc.

    Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Users Group Events.

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    Infor CRM Mail Merge for Office 365 version 16.0.8730.2046 Fails
    January 26th, 2018 by

     

    A recent update from Microsoft has broken the mail merge capabilities for the Office version 365(click-to-run) build 16.0.8730.2046 and higher.  If you have a lower version of the 365 it will still allow mail merge capabilities. Recommendations at this stage are to revert to a lower version of Office or purchase and install the desktop Office 2016. We will update as a resolution is defined.

    Errors we have seen in the client during a mail merge process in versions of Infor CRM v8.10 to 8.3.0.09.

    1. Mail Merge does not complete for Office 365 build 16.0.8730.2046 with errors on SLXMMGUIW.map
    Event Error text: “The map file ‘C:\Users\\AppData\Local\Saleslogix\SLXMMGUIW.map” could not be found.

    2. Addition error has come up as a message popup in the client: ‘The result for 1 queries was expected, but no data was returned. There may have been more than 1 HTTP data request active at the same time. The SQL syntax may also be incorrect.’

    What we have found in our investigations with Infor Support and development is that the registry items for the Office 365 (click-to-run) have changed and Infor development has to define a new way to interact with this software. Infor is not the only software that is impacted by this intentional ‘break’. We recommend that if you have not currently migrated to the Office 365, don’t. According to Inside information(Microsoft contacts), this change by Microsoft is a ‘planned’ break and the potential for future issues is very high. We recommend purchasing the full Office 2016 product as that is a full install and download and not governed by Microsoft automatic updates and does not have cloud software limitations and control.

     

    We recommend and encourage you to review the update documents to keep abreast of all defects and issues that have been corrected.  Contact Simplesoft Solutions to discuss an upgrade for Infor CRM(Saleslogix), and to review any new features or updates with your version of Infor CRM(Saleslogix).

    If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

    Also, if you would like to learn more tips, or have a CRM topic you would like us to write about, please contact Simplesoft Solutions, Inc.

    Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Users Group Events.

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    Infor v8.3.0 Update 05 – This one packs a Wallop
    March 9th, 2017 by

    Unger_Teri This update from Infor for CRM is a doozy. This action-packed update carries some heavy changes to the SData back-end that has shown to have a 41% increase in speed. That’s 41%!

    What’s the new features in v8.3.0.05?

    • API Field Level Security
    • Tech Stack Provisioning simplification
    • User and Role sync between Infor CRM and Ming.le
    • Job Server Clustering
    • Performance Improvements for Sdata portal
    • Show Account/Contact completed activity in the calendar
    • LX Q/O Bidirectional maters data
    • A+ Bidirectional master data
    • Language Packs:  Polish v8.3.0, Simplified and Traditional Chinese for v8.3.0.04
    • Completed meetings now display contact and account information on the Calendar.
    • Job Server clustering to allow load sharing across multiple machines or multiple nodes on the same machine and to monitor Job Server statistics using SData or Windows Performance Counters.

     

    New Features included in Update 05 from in previous updates

    Updates are cumulative, so Web Update 05 for Infor CRM 8.3.0 also contains features released in previous updates:

    • Contour integration provides the ability to map contact and account addresses in order to view contacts and accounts that are near one another. You can also add places that are not contacts or accounts, such as a hotel or airport. Contour requires 8.3 Model Update 04 or later.
    • The ability to remove bad records from the Sync Digest table.
    • Added the Back Office Extension option Numeric Culture to parse international numeric BOD values.
    • Ability to refresh pricing for sales orders and quotes when using a price service.
    • Creating an ad hoc group with a large number of records now uses the Job Manager.
    • Improvements to Reporting performance.
    • Ability to change the ad hoc group number of record threshold in Application Architect.
    • A new tool to simplify the Infor Ming.le provisioning process.
    • For Infor Ming.le integrations, users and roles are now synchronized between Infor CRM and Infor Ming.le.
    • Field level security information can now be queried and returned through SData.
    • Integration with Infor Ming.le including:
    • Sharing records and notes and history items
    • Creating and managing bookmarks
    • Links in Infor Ming.le that link to Infor CRM
    • Adding Infor CRM Dashboard widgets in Infor Ming.le
    • System of record support for Inbound Process BODs to create or update Infor CRM content.
    • Addition of Discount Charge Item entity properties for Sales Order and Quotes list levels -DocUnitAdjustmentAmount, UnitAdjustmentAmount, and Method.
    • System of record – Enables Infor CRM to function as the authoritative system of record for Opportunities in an integration between Infor CRM and a supported ERP system through Infor ION.
    • Added a Test Link button to the Price Service detail view to test the price and availability end points.
    • Added logging and exception handling for Price and Availability.
    • Enhanced the Account detail view Sales Order tab to include additional information.

     

    List of Issues completed in this update below
    Read the rest of this entry »

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    Infor CRM v8.2.0 Update 03 Has been Released
    August 16th, 2016 by

    Simplesoft Logo    Infor CRM has released update set 03 for Infor CRM(Saleslogix) v8.2.0.

    Update 03 for Infor CRM version 8.2.0 includes the released new features:

    Web Client

    • Outlook sync and the Outlook Integration features that were previously included with Desktop Integration have been moved to Infor CRM Xbar for Microsoft Outlook. This requires Xbar version 1.3.1 or later.
    • Creating an ad hoc group with a large number of records now uses the Job Manager.
    • Improvements to Reporting performance.
    • When importing a list of contacts, an account will be created if the import record does not contain any account information
    • Features for Administrators and those with appropriate role access:
    • Ability to edit fields
    • Ability to update multiple fields for multiple records, including the ability to update the account manager or account owner after an import
    • Ability to delete multiple records
    • Import History Detail view has a link to the import ad hoc group that contains the records that were successfully imported
    • Features for Administrators and those with appropriate role access:
    • Filter Manager is now Entity Manager which enables the management of entity filters, metrics, and fields
    • Ability to add fields
    • Area/Category/Issue management including ability to manage auto assignment
    • The Language list now includes English (UK)

    Application Architect

    • Ability to change the ad hoc group number of record threshold
    • To support meta data discovery, the Data Type field was changed from text to a picklist

    *Currently, updates to Infor CRM(Saleslogix) v8.2.0  are cumulative and contain all preceding updates. Update 03 is currently available from Xtreme Portal in the Download Patches section.

    Summary of the update:

    Defect  Description
    INFORCRM
    -9706 In a Russian environment, the auto-populate feature of a combo box translates certain Russian characters incorrectly and returns the wrong items for the lookup.
    -9749 Using the IN Condition as the first condition in a Query Builder query causes all other condition values to be corrupted when saved.
    -9750 Cyrillic characters in the Owner field are corrupted when exporting records to Microsoft Excel.
    -9963 Team Names that contain Cyrillic characters are corrupted in the Share Team view.
    -9964 Cyrillic characters in the User Template name are corrupted.
    -9965 An error occurs when exporting a group to Excel if the Group name contains Cyrillic characters.
    -10110 In a Russian Windows client, the context menu for editing the description of a product contains corrupted characters.
    -10111 In a Russian Windows Client, the tooltips contain corrupted characters.
    -10112 In the Architect, if a plugin is released to a team with a name that contains Cyrillic characters the team name on the Release Plugin details view will contain corrupted characters.
    -10115 ActivityAttendee and HistoryAttendee records are not synchronized between host and remote databases.
    -10152 In the Architect, project names that contain extended character sets display corrupted characters.
    -10222 In a Russian Windows client, when importing leads, the “Show all Fields” label and “Unmatch” button text are truncated.
    -10223 In a Russian Windows client, the Opportunity Add Product dialog box contains truncated buttons and labels.
    -10226 In a Russian Windows client, when creating a new contact/account, the Look for Matching Records button text is larger than the button.
    -10233 In a Russian Windows client the Share Group dialog box contains corrupted and overlapping characters.
    -10234 In a Russian Windows client the Account detail view Notes/History tab contains truncated labels.
    -10376 In a Russian Architect the Reopen Project list contains corrupted characters.
    -10393 If the Display Name of a field is changed to Cyrillic it will initially display correctly in Administrator. However when the field is then added to a Mail Merge Template the Cyrillic text is corrupted.
    -10442 In a Russian Windows client the Query Builder does not correctly display Russian characters in the title or the group name.
    -10443 In a Russian Windows client the Contact lookup contains corrupted characters.
    -9983 Dragging an e-mail from Microsoft Outlook and dropping it on a Notes/History tab records the history item with the current date and time instead of the original date and time.
    -9984 During Daylight Saving Time recurring activities start date is an hour later than it is scheduled to start.
    -10060 Update Potential Matches will not return accounts with an account name that contains a single number, spaces, or several small words.
    -10164 When a custom ticket group that contains the TICKETASSIGNLIST field as a condition is shared to Everyone, any user other than Admin will receive an error when viewing the group.
    -10180 When performing a Ticket Lookup based on the CreateUser, the lookup will only return up to 100 named users.
    -10297 The Web Client does not load properly when using the Chrome version 51 browser.
    -10445 When the Ticket detail view Journal tab is in the More Tab and the More tabs is dragged to middle pane, the Journal tab overlaps the other tabs.
    -10446 If the First Day of the Week is set to Monday and an activity is scheduled for a Sunday which is the 8th day of the month, the activity will not display on the Calendar.
    -10453 When a new account entity is created for a back office extension, it should not add APPIDs in the SyncDigest table.
    -10780 Update Potential Matches only checks the first word in some fields.
    -10862 The Upper method in QueryOver queries bypasses indexes in non-Unicode databases.
    -11059 Update Potential Matches does not return any results for converted leads.
    -5596 Address.Address.entitytype.xml file needs to be added to the 8.2 Model update documents.
    -10156 The next_url query string parameter used as the location for a redirect response is now being transferred between the pages using session state to address a potential security risk.
    -10688 Export to File does not apply GMT/UTC formatting to Date/Time fields.

     

    Update 02 Fixed Issues:

    Prerequisite: No prerequisites except a currently working Infor CRM v8.2.0 environment.

    Defect  Description
    INFORCRM
    -6573 An access violation in the Crystal Reports crdb_ado.dll library may cause a crash in INFORCRM-8832 The Crystal Reports API is not exposed.
    -8845 Web Client Address Labels do not print in the correct format.
    -8862 Cutting a remote database causes problems with dependent views.
    -8863 If duplicate view names were retrieved when cutting a remote database an error occurs when the views are applied to the remote database.
    -8865 The Admin.exe should create a log file when cutting a remote database.
    -8867 The database creation process should identify views with dependencies.
    -8876 An error occurs if a sales process includes a to-do activity with an ampersand in the Regarding field.
    -8955 Crystal Reports performance slowed between versions 7.5.4 and 8.1.
    -9598 MemCache is required for Network Remote to successfully connect to Sdata portal.
    -9854 Strings with extended characters cannot be found in Advanced lookup.
    -4348 Administrator does not show users that are logged into the Web client when using Windows Authentication.
    -4808 In the Application Architect, SQL actions containing <> characters are corrupted when creating a bundle.
    -5484 In the Web client, the group conditions “starts with” and “contains” are not handled correctly
    -6272 The Web Analytics Support bundle for Infor CRM Advanced Analytics v3.0 fails to build after applying Update 01 for v8.2.
    -6407 When completing an activity any people added to the Availability tab (including leader) are not added to HistoryAttendee table so they do not show on All Participants tab of History record.
    -6412 An error occur after going to the ad hoc group created for an import of contacts.
    -6541 When trying to delete an account associated with an opportunity that has an associated activity a server request timed out error occurs.
    -7146 When signing in fails due to a license failure that information should be added to the user auditlog.
    -7197 Trying to insert a new ticket in a Windows Authentication enabled environment causes the error “Could not initialize proxy – no session”.
    -7426 The SimpleAtomToEntityMappings.Transform() method does not allow for null or empty email addresses for contacts or leads which may lead to a crash of the ASP.NET worker process.
    -7829 When using the German-Switzerland (de-ch) cultural code currency controls do not accept decimal values correctly.
    -7986 After assigning a role to a smart part on a view, the smart part is hidden for the role.
    -8179 Unable to login to Mobile 3.4 as a user when using a local file system.
    -8320 When creating new notes and activities, the Account lookup displays and stores special characters in an account name as character references.
    -8819 The Cache Service may cause incorrect counts and returns in Customer Portal.
    -8829 When opening Mapquest from the Web client a Page 404 error occurs.
    -8836 Group column properties have different formats in the Web and Windows clients.
    -8838 In the Web Client Ticket detail view, the Reset button clears two fields in the Details tab view when using an Internet Explorer browser.
    -8843 In the Application Architect, using a module to show or hide tabs no longer functions as you scroll through the group after applying 8.1 Core Update 05 or later.
    -8844 When running reports there is DateTime related error for both the ATTACHMENT and HISTORY tables.
    -8851 The ActivityManager.aspx has a memory leak.
    -8854 After dragging and dropping an email on to the Ticket Activity tab, the email header information is not stored in the TICKETACTIVITY table.
    8855 Adding Date or DateTime values to a Crystal Report header return incorrect values.
    -8856 Calling MySlx.Security.CurrentSalesLogixUser may lead to an NHibernate.LazyInitializationException if a lazily loaded User property is accessed
    -8858 Filters do not return results when a group contains a startdate in the layout.
    -8860 If a date/time field is left blank, the Calendar date/time control uses server time instead of client time.
    -8861 The Ticket Activity tab does not automatically refresh after dragging and dropping an emails to the tab.
    -8864 DateTime controls display the wrong time when the server and client machine have different time zone settings.
    -8866 Performance is slower when Windows Authentication rather than Forms Authentication is enabled.
    -8868 In an Oracle 11g environment the Return Distinct Row Only causes HTTP:500 error when selecting filters in the task pane.
    -8870 When accessing an offline Web Client with Turkish regional settings an error occurs.
    -8872 Unable to log in to Application Architect using Turkish Regional Settings.
    -8878 User Security does not always update properly when changing Department or Team Membership from the Web client.
    -8935 Creating an ad hoc group with more than 10000 records does not include all selected records.
    -8955 Crystal Reports performance slowed between versions 7.5.4 and 8.1.
    -8962 When you complete an unscheduled activity, changing the opportunity or ticket should not change the existing contact or account.
    -8966 An error occurs when attempting to close a ticket that was created in a Windows Authentication environment.
    -8971 Switching between contact records in the Contact Detail view and saving changes before the record fully loads may result in contact data being overwritten.
    -9548 Update Developer Tips and Application Architect with steps for setting Ad Hoc record threshhold.
    -6572 An OutOfMemoryException may occur when large reports are run frequently in either the Job Service or the SlxClient portal.
    -8807 The Office Integration install must detect if a previous version of Desktop Integration is installed and then uninstall it.
    -8820 Unable to sort Lookup columns after applying 8.2. Update 01.
    -8826 The Web Client Office Integration is now separate from Outlook Integration.
    -8828 Remove the Install Desktop integration from sign in page and General options screen. Replace the options in the General tab with Office Integration and XBar install buttons.
    -8840 Users added to a custom Library role may not able to see additional Library controls in the Web Client .
    -8857 In a Windows Authentication environment, the Ticket Detail view Email Ticket button is unresponsive.
    -8859 In a Windows Authentication environment, the Ticket Detail view Date/Time stamp does not work.
    -8877 The Contract Quantity field does not allow decimals, which are allowed in the Windows Client.

    We recommend and encourage you to review the update documents to keep abreast of all defects and issues that have been corrected. Contact Simplesoft Solutions to discuss an upgrade for Infor CRM (Saleslogix), and to review any new features or updates with your version of Infor CRM (Saleslogix).

    If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions. Also, if you would like to learn more tips, or have a CRM topic you would like us to write about, please contact Simplesoft Solutions, Inc. Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Users Group Events.

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    Infor CRM(Saleslogix) v8.3.0 Update 01 & 02 Released
    August 15th, 2016 by

    Simplesoft Logo Infor CRM has released update sets 01 & 02 for Infor CRM(Saleslogix) v8.3.0.

    The updates include the new features:

    • Improvements to Reporting performance
    • Enabling Refresh Pricing for sales orders/quotes (role)
    • Creating an ad hoc group with a large number of records now uses the Job Manager
    • Added a Test Link button to the Price Service detail view to test the price and availability end points
    • Added logging and exception handling for Price and Availability
    • Enhanced the Account detail view Sales Order tab to include additional information

    *Currently, updates to Infor CRM(Saleslogix) v8.3.0 are cumulative and contain all proceeding updates. Update 01 and 02 is currently available from Xtreme Portal in the Download Patches section.

    SNC, Core, Model bundles for Update 01 for Infor CRM(Saleslogix) v8.3.0 contained the following updates:

    Prerequisite: No prerequisites except a currently working Infor CRM v8.3.0 environment.
    The summary of the fixes are listed below:

    Read the rest of this entry »

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    Infor CRM Job Service Troubleshooting and Updates
    June 21st, 2016 by

      Unger_Teri With the advent of new job handling procedures starting in v8.0.0, Infor introduced the Job Services.  The Infor CRM Job Server is used for a number of purposes in the CRM environment, including generating Crystal reports, automating the rollover of past-due activities, performing bulk deletions and record updates, and synchronization of information between CRM and other applications such as Outlook.

         Infor has published an article on troubleshooting this service and as critical a piece of the puzzle that this function is becoming, we felt it prudent to make sure that everyone had access  to this information.  View KB 1579625 – Troubleshooting the Infor CRM Job Services below.

    Defects:

    There are several defects that have been earmarked as job services functions.  Please review the release information below to see if you are affected by these defects.

    Infor CRM v8.1.0 Update 08

    (Updates include but not limited to)

    INFORCRM-5726-An access violation in the Crystal Reports crdb_ado.dll library may cause a crash in the JobService or the SlxClient portal.

    INFORCRM-5729-An OutOfMemoryException may occur when large reports are run frequently in either the JobService or the SlxClient portal.

    A newly updated SLXJobServer Configuration file

    New versions of executables and library files:
    SLXJobServer.exe 8.1.0.1287
    SLXJobServer.exe.config
    JobManagerActions.js
    JobManagerGroupContextService.js
    JobNotificationButton.js
    JobNotificationPopup.js
    Jobs.js
    JobSchedulingWidget.js
    JobService.js
    RunJobDialog.js
    Saleslogix.Reporting.Jobs.dll 8.1.0.1335

    Infor CRM v8.2.0 Update 02

    INFORCRM-6572 –An OutOfMemoryException may occur when large reports are run frequently in either the Job Service or the SlxClient portal.

    New versions of executables and library files:
    JobManagerGroupContextService.js
    JobNotificationButton.js
    Jobs.js
    Saleslogix.ReportingJobs.dll 8.2.0.1259

    Fixes for the newest version Infor CRM v8.3.0…

    Infor CRM v8.3.0

    Update 01 has been released but it does not contain the fix for the job services as listed in the prior versions.  We estimate it will be contained in the next update for v8.3.0.

    If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

     

    ****

    KB 1579625  Troubleshooting the Infor CRM Job Service   https://www.inforxtreme.comSolution1579625  (login required)

    General Job Server configuration settings

    1. Ensure that the actual executable (SLXJobServer.exe) has been upgraded to 8.1.
    2. Port 1895 must be open for inbound and outbound traffic on the server hosting the Job Server executable as well as the web servers.
    3. SData must be deployed, configured, and functional in order for the Job Service (and thereby the Web Client) to operate properly.
    4. Map the WebDLL user to the Saleslogix Admin user in Administrator. Double-check that the WebDLL user is properly configured on the web servers and the job server itself – proper permissions and local server rights, etc.
    5. Ensure that the Use Windows Authentication box is checked in Admin > Tools > Options > Passwords
    6. Ensure that in IIS under Authentication for both SLXClient and SData that Anonymous is configured as the same user for the Application Pool (default is WebDLL)
    7. Set the SalesLogix Job Service to log on as WebDLL.
    8. Deploy the SLXJobService portal from within Application Architect. Note that if this is an upgrade they will have to manually add the portal to the Core Portals deployment; this is a mandatory step, as the SLXJobService is no longer an optional component for web environments. Also note the path to which the portal is deployed.
    9. On the server hosting the SalesLogix Job Service, locate the SLXJobServer.exe.config file. Verify that the sage.scheduling.server.tenantRoot value matches the path to which the portal was deployed in step 6.
    10. On each web server, locate the web.config file for the SData portal. In the Sage.Integration.WebAdapters section of the file, ensure that there is an entry for Sage.Platform.Scheduling.SData.Adapter.
    11. On each web server, locate the appSettings.config file for the SData portal. In the Sage.Scheduling.Client.serverURL section, edit the URL from ‘localhost’ to the server name of the server hosting the actual job service.
    12. On each web server, locate the appSettings.config file for the SlxClient portal. Repeat step 9 for this file.
    13. If the Job Server service is installed on a separate server from the SData portal, you will need to run the standard SetSPN steps (as though enabling Windows authentication) on the server hosting the Job Server service.
      • Setspn –A http/SERVER.DOMAIN DOMAIN\SERVICEUSER
      • Setspn –A http/SERVER DOMAIN\SERVICEUSER
    14. If you keep getting an error with an invalid http request, go to the tenant.config file found under ..\Sage\Scheduling\Tenants\SlxJobService make sure the address under <servers> is set as follows:      <add address=”localhost” port=”11211″ />     (the local loopback to 127.0.0.1 may be blocked)
    15. Perform an IISRESET
    16. Attempt to start the SalesLogix Job Service.

    Executing the Job Service via command console

    The SalesLogix Job Server can be run via command line, which outputs a great deal more information than is visible within the Web Client. This can be useful for gathering data for troubleshooting.

    1. In Windows Services, stop the SalesLogix Job Service.
    2. In Task Manager, end the exeprocess if necessary.
    3. Open a command prompt as administrator.
    4. At the command prompt, change directory to the SLXJobServer.exe location.
      Example: cd C:\Program Files (x86)\SalesLogix\
    5. Type the following command:
      SLXJobServer.exe
    6. The Job Service will begin to output information related to any running jobs. At this point, log into the Web Client and execute the failing job.

    This can result in a large output of data. To make this easier to capture, output the console information to a file. To to this in step 6, use the following command instead:

    SLXJobServer.exe >> c:\SLXJobServer.txt

    The text of the command console will be output to this file. Using the >> argument will cause new additions to append to the existing SLXJobServer.txt file.

    Enabling Debug-level logging for the Job Server

    The Job Server can be set to capture debug-level logging. To enable debug logging:

    1. In Windows Services, stop the SalesLogix Job Service.
    2. In Task Manager, end the exeprocess if necessary.
    3. Navigate to the install location for the Job Server.
      Example: C:\Program Files (x86)\SalesLogix\
    4. Locate and open exe.config.
    5. In the <log4net> section of the config file, locate the following line:<threshold value=”WARN” />
    6. Edit the value here to DEBUG:<threshold value=”DEBUG” />
    7. Save the changes to the config file.
    8. Restart the Job Service.
    9. Attempt to execute the failing job. Debug-level information will be output to the Event Viewer.

    Note: This can cause the generation of a large volume of data; debug logging should not be enabled for long periods of time.

    ** End of KB 1579625

    Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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    Infor CRM and Microsoft Office 2016
    December 28th, 2015 by

    A quick note on issues with Microsoft Office 2016 and Infor CRM…

    Microsoft recently released Office (365) 2016 to all eligible users in September of this year.  As of the publishing of this article, the compatibility of Office (365) 2016 and Infor CRM (formerly Saleslogix) has NOT been approved (what is called qualified for support). Please refer to the latest Infor CRM Compatibility Guide for all compatibility questions.  It is our recommendation that you do not upgrade until Infor has approved compatibility certification as we have already seen some breaking items with the Outlook Integration and launching Outlook from the LAN and WEB client.  Even after uninstalling and re-installing to an earlier version of Microsoft Office there have been some issues.  If you are currently using a Microsoft 365 product, as Microsoft has the ability to upgrade without a user’s permission based on settings within the 365 package, it is recommended that you review your settings for automatic download of updates to ensure that you do not accidentally upgrade.

    Microsoft is gearing their products to operate solely from the cloud, as is the Microsoft Office 365 product currently released.  This change in direction for the Microsoft Office product has a ripple affect with other programs that integrate closely.  Infor CRM is one of them. Rumor mills have been whispering that Microsoft is pushing the cloud applications rather than desktop versions; if the rumor mills are accurate, we may be seeing the last of the desktop versions.

    While researching the new Office product, I found that the desktop versions for business use are still offered by Microsoft. Office 2016 Professional Plus for enterprise licensing, Office 365 Business, Office 365 Business Premium, and Office 365 Enterprise E3.  Although integration with Outlook 2016 has not been tested with the Infor CRM client, both LAN and WEB rely on the actual desktop version of Office to be installed. It is required to trigger the program launch during certain tasks, like generating emails, mail merge, template, etc.   For best compatibility, the desktop versions of Office will have a better chance of working with the Infor CRM client’s current design.

    Infor CRM is aware of the change to the Microsoft Office software and will determine compatibility as they test the changes necessary to utilize the Office 365 platform; desktop and cloud version.  Infor is currently working on compatibility with Microsoft Office (365) 2016  and has tentatively set the update to be released with Infor CRM v8.3.0 in February 2016.  We will keep you informed as we hear updates.

    In the meantime, if you a prompted for an update to Microsoft Office (365) 2016 … Don’t Do It… At least not yet anyway!

    If you have any questions on this issue, please contact support@simplesoft.net

    If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

    Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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