Company -> Blog...
March 23rd, 2022 by Teri Unger
![]() 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…)
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. 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. Comments Off on Infor CRM SLX v8.5.0 Update 01 has been Released
August 19th, 2021 by Teri Unger
![]() That’s right! Mail merge is now available in a way that eliminates the browser restrictionInfor 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: 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. 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. Comments Off on Infor CRM Mail Merge – No Longer Tied to Internet Explorer
June 21st, 2018 by Teri Unger
![]() We have the newest version of Infor CRM! We have installed this with several customers and have been very successful! General Enhancements
Web Client Enhancements
Back Office Integration enhancements
Ming.le Integration enhancements For implementations that include integration with Infor Ming.le:
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.
Mobile enhancements The following enhancements have been added to the Infor CRM Mobile Client since version 3.4.
Breaking changes in this version when upgrading:
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. Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC
Comments Off on Infor CRM v8.4.0 Has Arrived
January 26th, 2018 by Teri Unger
![]()
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 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. Comments Off on Infor CRM Mail Merge for Office 365 version 16.0.8730.2046 Fails
March 9th, 2017 by Teri Unger
![]()
What’s the new features in v8.3.0.05?
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:
List of Issues completed in this update below Comments Off on Infor v8.3.0 Update 05 – This one packs a Wallop
August 16th, 2016 by Teri Unger
![]()
Update 03 for Infor CRM version 8.2.0 includes the released new features: Web Client
Application Architect
*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:
Update 02 Fixed Issues: Prerequisite: No prerequisites except a currently working Infor CRM v8.2.0 environment.
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. Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC Comments Off on Infor CRM v8.2.0 Update 03 Has been Released
August 15th, 2016 by Teri Unger
![]()
The updates include the new features:
*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. Comments Off on Infor CRM(Saleslogix) v8.3.0 Update 01 & 02 Released
June 21st, 2016 by Teri Unger
![]() 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: 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: 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
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.
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:
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. Comments Off on Infor CRM Job Service Troubleshooting and Updates
December 28th, 2015 by Teri Unger
![]()
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. Comments Off on Infor CRM and Microsoft Office 2016
December 3rd, 2015 by Teri Unger
![]()
This is all shown in a tree view display accessed from the hierarchy icon on the toolbar A visual representation of the hierarchy allows an overview of the connections and allows the user to select and move to a specific account OR contact based on their need. This link enables a user to move between the associated accounts without knowing the exact school(account) name. On the child account, the parent will show as a lookup link and a user can navigate to the parent account easily by clicking the link. If you have a business model that would benefit from the parent/child architecture, this functionality is a critical tool to link and manage your accounts within the client with one click. This feature not only visually links the data but provides a connection between parent/child ACCOUNTS in the database for powerful rolled up reporting. This functionality is installed automatically with the Windows client but not in the web client. We can help you with the installation to add this functionality to your environment. The software is a free bundle available for v8.0 and above but the install will take a few hours to add to your system. This means that for a very small investment, you can have an outstanding feature connecting all your critical accounts to their subsidiaries. Give us a call or email if you would like additional information at Simplesoft Solutions. If you would like to discuss upgrading your system, or to see a free demonstration, please contact us at Simplesoft Solutions. Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events. Comments Off on Account Hierarchy in Infor CRM Web Client is Available
|
SEARCH BLOGS
RECENT BLOG POSTS
ARCHIVES
TOPICS
- Spreading the News (208)
- Managing Common Administrative Tasks (38)
- Enhancing Deployment (35)
- Reviewing Tips and Tricks (35)
- Improving Skills and Usage (30)
- Saleslogix updates (25)
- Exploring CRM Strategy (23)
- Optimizing Configuration (17)
- Infor CRM What's New (14)
- Refining Data Management (12)
- Streamlining System Platforms (11)
- Infor CRM update (11)