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October 25th, 2022 by

  Usability РUpdated, Evolving UX (Modern UI)
  Colors and Themes
  List View KPIs
  Account and Contact Images
  Company Logo
  New Dashboard Widgets: Group List and Bubble Chart
  E-mail Attachments and Library Files
  Lookups (Search across phone numbers and e-mail addresses)
  New Log Menu РCreate Notes, Completed Meetings, etc.
  Territory Realignment in the Web Client (Administration)
  Mail Merge Word Add-in Improvements
  Ability to Merge Contacts in the Account Contacts tab

Usability – Modern UI
Improving readability, modernizing the UI and allowing for more user configuration with themes.
  Less wasted whitespace
  Content called out for better readability
  Labels above content for better localization
  Required data highlighted before saving
  Controls for entering data are visible when hovered over

  Theme able
  User preferences
  Easily change color schemes
  Icons available on Contacts and Accounts
  New Card view on Contact detail

List View KPIs
Adding valuable metrics to list views
  Large selection
  Configurable
  Side by side metrics
  Trends
  Total, Averages, Ranges, etc.

Supported Entities:
  Account
  Opportunity
  Quote
  Sales Order
  Ticket
  Contract
  Return

Account and Contact Images, Company Logo
  Drag and drop to add Account and Contact images
  Simple to add a company logo, replacing the Infor logo in the upper left corner

New Dashboard Widgets
Group List
A group list widget displays a list of records in a group. For more information, see the Web Client help topic “Working with a Dashboard Group List widget”

Bubble Chart
A bubble chart uses bubbles or circles to show the relationship between 3 or more metrics. For more information, see the Web Client help topic “Working with a Dashboard Bubble Chart widget”

E-mail Attachments and Library Files
  Send via email icon on Attachments tab and the Library, attaches the selected file to an e-mail
  The e-mail (.eml) file pops up in the users browser’s download notification area

– Microsoft Edge – upper right corner
– Google Chrome – lower left corner

Lookups (Search across phone and e-mail addresses)
  The Contact/Lead lookups now support searching across all phone numbers and email addresses
  One selection for Phone will search all phone fields (Work, Home, Mobile, etc…)
  One selection for e-mail will search all the e-mail fields of the contact or lead

New Log Menu – Complete Meetings, Calls, etc.
  New Log menu to quickly log a phone call, meeting, or to-do as a history item, or create a note
  Logging an activity to history from this menu opens the Complete Activity view
  Access to this menu must be granted by the administrator

– Secured action: Toolbar/Log

Territory Realignment in Web Client (Administration)
There are some differences between the Territory Realignment in the web client and the LAN Administrator:

Web Client
  Record selection using Accounts list view:

– Groups (all types)
– List view filters
– Allows selection of individual records

  Cannot realign Activities and Processes

Administrator
Record selection based on:

– Groups, but not ad hoc Groups
– Owner or Account Manager lookups

Options to also realign:

– Activities
– Processes


Mail Merge Word Add-in Improvements

  When output to e-mail there is a new From option to specify the e-mail address from which the merged e-mail will be sent. By default, it is the e-mail address for the logged in user.
  On the Mail Merge Complete dialog:

– Failed Records section listing records that failed to merge (including a reason for the failure)
– Create Failed Merge Group button.¬†Creates a Group containing the Contacts or Leads that failed to merge. The Groups is named: “MM Issues – MM-DD-YY HH.mm”


Additional UI Screen Shots

 

Want to get to know more about Infor CRM? Reach out to us at support@simplesoft.net



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 (formerly Saleslogix). 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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October 24th, 2022 by

  Upgrade Safe Customizations (Application Architect)
  New Dashboards & Group Dimensions
  CRM Workflow Improvements (Web Only)
  New Mail Merge Replacement (Web Only)
  Quotas & Forecasting (Web Only)
  Miscellaneous Improvements

v8.5.0.x: Upgrade Safe Customizations (Application Architect)
¬† ‘Seamless upgrades’, meaning:

– CRM model is locked down
– Customizations are unaffected by future updates
– Upgrades to the next release are quick, easy and hassle free
– No need to re-analyze custom form changes

  Automatic upgrades available with customizations in the Cloud
  64-bit Application Architect support. Greatly improves performance

v8.5.0.x: New Dashboards & Group Dimensions
  Ability to add multiple data sources/sets for some widget types
  New, configurable graphical widgets, including: Funnel, Gauge, Donut
  Zoom and drill
  Filter Pie Charts, bar charts, Line Charts, and more to isolate data sets
  New dimensions to easily see data from This Week, Last Week, Last Month, Last Year, YoY, and more!

v8.5.0.x: CRM Workflow Improvements (Web Only)
  Get notifications straight to your e-mail inbox when critical events or data changes
  Easily configure notification rules in a matter of minutes
  Bulk e-mail distribution groups and get ahead of shipping delays
  Approve discounts created from a notification with links embedded in your e-mail
  New review and approval process includes:

– Individual or group approval processes
– Configurable approval criteria
– Escalation support
– An updated template editor with numerous enhancements

 

v8.5.0.x: New Mail Merge Replacement (Web Only)
  
New server-side Mail Merge engine
  Ability to merge directly from the Web Client from any supported browser
  Easily merge and create Quote or Order templates
  Create your own templates easily with the new Web drag and drop interface
  Now supports mail merge with Contacts associated with Quotes, Sales Orders, Tickets, Contracts, and Returns, in addition to Accounts and Opportunities

v8.5.0.x: Quotas & Forecasting (Web Only)
  Ability to establish Quotas for all sales reps
  Visibility to current and future Opportunity forecasts
  Live tracking against defined quota, i.e., am I going to get my commission?!?
  What-if snapshot view (daily, weekly, monthly)
  Automatic calculations based on sales period
  Ability to add or remove Opportunities (Detail)

v8.5.0.x: Miscellaneous Improvements
  Added Microsoft Office 64-bit support for the Windows client
  The Account detail view Contacts tab now displays Status and Preferred Contact information
  Contact lookups are now filtered to exclude inactive Contacts
  Inactive Products can no longer be added to Opportunities, Quotes, or Sales Orders

 

Want to get to know more about Infor CRM? Reach out to us at support@simplesoft.net



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 (formerly Saleslogix). 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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August 8th, 2022 by

Don’t miss the latest Infor CRM SLX Roadmap Overview with the Director of Product & Development, Paul Zeimet.   Wednesday, August 10 at 11am ET

Here is a link to register for the FREE webinar!    Register for the Webinar Here

Paul will provide a preview to what is planned for Infor CRM SLX version 9 and beyond.

Read the latest Infor CRM SLX Customer Newsletter:
“The Dream Becomes a Reality: Seamless Upgrades for Infor CRM SLX are proven in the field!”

If you haven’t reviewed what was new with Infor CRM SLX v8.5, you can find the following training videos in Infor Campus.
‚ÄĘ Infor CRM SLX v8.5 What‚Äôs New
‚ÄĘ Infor CRM SLX v8.5 Dashboards ‚Äď Product Use
‚ÄĘ Infor CRM SLX v8.5 Workflows ‚Äď Product Use
‚ÄĘ Infor CRM SLX v8.5.0.1 Mail Merge for Web – Product Use
(You will need to have login credentials for Infor Campus to access these videos.)

Don’t forget to subscribe to Simplesoft’s YouTube channel.

Resources you’ll find:
‚ÄĘ Previous recorded webinars
‚ÄĘ How to videos
‚ÄĘ Product Demos

Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
937-885-1204
www.simplesoft.net
support@simplesoft.net

2020© All rights reserved. All other trademarks and copyrights are the property of their respective holders.



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 SLX 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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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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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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March 2nd, 2021 by

Infor has now release version 8.5 of Infor CRM. They have brought lots of great features and advancements to the CRM tool. The new features include:
Upgrade Safe Customizations:

‚Ė™ How does it work?
‚Äď 8.5 will include a project backup of the current CRM model
‚Äď CRM model will be locked down, only CRM developers and bundles from CRM team will update this model.
‚Äď All changes made by partners or customers will be stored separately from the base CRM model.
‚Äď Any changes or overrides to the base model (customizations) will be deployed in place of base model items.
‚Äď Interaction with the model in AA will be seamless to the user. Items modified will be what is seen by the user, just as if they had modified the base item.
‚Äď New feature in bundle manager will now allow you to easily bundle all that you have customized in a system. Does not require doing model or date comparisons

— Changes to Existing Entities are tracked internally within that entity now.
— Entity attributes are now tracked in an extension section. New properties are marked as custom.

Design update to Dashboards:

– New and improved widgets with auto adjusting width
– Ability to compare multiple data sets

Workflows, Alerts and Approvals:

— Infor CRM brought easy to build workflows in v8.4.04 with rich text editor and triggered alerts based on actions in the CRM
— v8.5 brings the ability to add an approval process within your workflow.

Infor Release Notes  This is just a brief overview into the great features the latest update is bringing. Stay tuned for video demos and webinars coming up to show off the latest and greatest!

Connect with a Simplesoft Consultant at 937-885-1204 or support@simplesoft.net.



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 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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August 26th, 2020 by

There are some exciting new features that Infor rolled out in this latest release. We are happy to see the many Activity updates. You can now make groups in Activities and assign several Opps, Contacts, Accounts and Tickets to an Activity. They also made workflows and alerts that can be triggered for CRM actions. Plus a great UI uplift with new colors and icons!

Here’s what you can expect in the latest version of Web Client!

Ability to associate multiple records to an activity, including: contacts, accounts, opportunities, tickets, and leads and now sales orders, quotes, campaigns, returns,and defects.

Ability to associate multiple records with a note, including: contacts, accounts, opportunities, tickets, and leads and now sales orders, quotes, campaigns, returns, and defects.

Fanning out recurring activity occurrences. Activities list view supports groups and standard list view features.

New CRM Workflows provide configurable automated email notifications based on updated CRM content.
REST API Swagger docs for SDATA.
Icons upgraded to the Uplift icon set.
Discontinuing the support of subqueries, by providing new out-of-the-box query parameters to replace subqueries and the ability for customers to create and manage their own custom query parameters.
Out-of-the-box date parameters allow for queries based on dynamic timeframes.

Application Architect updates:
New properties for allowing entities and parent entities to be associated with activities and notes
New property for allowing entities, relationships, or properties to be included in the CRM Workflow content Enabled entities define the set of entities enabled for CRM Workflows.
Enabled relationships and properties define the set of CRM entity properties and related entity properties automatically populated into the CRM Workflow Properties tab.

Related Blog: v8.4.04 Fixes.

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¬†with 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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October 28th, 2019 by

Hello everyone! Infor CRM Mobile 4.0.0 for v8.3.0 and later is now available for download on the Infor Xtreme website. Watch a quick demo now!

What’s New in this Release?

This release contains the following enhancements:
-Modifications to support improved translations when a language pack is applied.
-Fixes to address broken Quote dashboards in the Mobile Client when Infor CRM v8.4.0.1 is integrated with a supported ERP sytem.

The following new enhancements were added in Mobile v3.6 and will be in v4.0:
-Two new files: configuration/development.default.js and configuration/production.default.js, will enable preserving modifications to default settings (such as to enable Multi-currency) in future upgrades.
-Field level security: Settings made in Infor CRM Web Administrator for the Web Client will now cascade into the Mobile Client. This is only available if your version of Infor CRM is 8.3.0.5 or later.
-Mobile can now use the 24 hour clock. Settings enables the user to manually change between the 12 and 24 hour
clocks. The default setting is specified by regional settings.
-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.
-Integrations with ERP LX support “Availability to Promise” in Mobile: New Click to check warehouse availability enables users to verify if the warehouse selected has the requested volume of inventory on hand.

The following new enhancements were added in Mobile v4.0 (includes updates from 3.6.1):
-Users can look up Contacts based on the Accounts to which they are associated.
-The Infor CRM Mobile Client supports single sign-on when Infor CRM is integrated with Infor Ming.le. For more
information, see “Enabling single sign-on using Infor Ming.le” on page 12.
-The new Contour feature enables searching the Infor CRM database for other accounts that are in a specific
geographical proximity.
-The Contour feature is only supported if your version of Infor CRM is 8.3.0.4 or later.

The following are defects fixed in the new v4.0

INFORCRM-2928: In list views, Quick Actions are not always visible.
INFORCRM-3048: Add the ability for users to change regional format settings.
INFORCRM-3074: When refreshing KPI charts, the “loading” message is blurry.
INFORCRM-3268: All instances of “log in” or “log out” should be changed to “sign in” or “sign off”.
INFORCRM-3784: The Ticket Activities view title should be the Ticket ID.
INFORCRM-4698: Spell check works differently in iOS7 than iOS8 and iOS9.
INFORCRM-5085: Moving from one account to another account may display the Account title as the previously opened account.
INFORCRM-5086: After pressing a contact’s phone link, canceling, and closing the phone call note, and then clicking an email link for a different contact, the note displays the phone call contact, not the email contact.
INFORCRM-6394: In an iPhone 5, iPhone 6, or iPhone 6+ environment in landscape mode, the Calendar control hours and minutes drop-down lists may not open.
INFORCRM-6395: In an iPhone 6 or iPhone 6+ environment in landscape mode, pressing the Calendar control changes the position of the hours and minutes drop-down lists.
INFORCRM-6428: In an iPhone 5 environment in landscape mode, the Calendar control month drop-down list detatches from the field.
INFORCRM-11027: In a localized offline environment, on the Recently Viewed right menu, “KPI ‘Total Recently Viewed'” contains untranslated strings.
INFORCRM-11688: In a Spanish environment, upon opening the help, “[object Object] displays instead of the Help.
INFORCRM-11846: In a Windows Simplified or Traditional Chinese environment, the sign in screen contains untranslated strings.
INFORCRM-12730: When selecting an additional item for a multi-select pick list, previously selected items are no longer selected.
INFORCRM-12891: In a localized environment, when scheduling or editing a recurring activity, the recurring options are difficult to understand when translated.
INFORCRM-12915: In an IE 11 or Edge browser environment, when creating a lead, the word “null” is inserted in the Business Description and Note fields.
INFORCRM-13067: In a German environment, when scheduling or editing a recurring activity, the recurring “on” list contains unexpected items.
INFORCRM-13081: In a German environment, on the Recently Viewed right menu, “KPI ‘Total Recently Viewed'” contains untranslated strings.
INFORCRM-13107: In a French environment, on the Recently Viewed right menu, “KPI ‘Total Recently Viewed'” contains untranslated strings.
INFORCRM-13117: In a localized environment, the Contour Help title contains untranslated strings.
INFORCRM-13171: In an offline Russian environment, the Options Show Usage list contains untranslated strings.
INFORCRM-13205: In an offline Chinese environment, the Options Show Usage list contains untranslated strings.
INFORCRM-13585: In an offline environment, users should be able to add a note.
INFORCRM-14194: Numeric ranges should include operators “Greater than” and “Less than”.
INFORCRM-14198: When creating a new sales order or quote, the number that displays is for the previously viewed record, not the new record.
INFORCRM-14200: Quotes with a status of ‘Awarded’ should be read-only.
INFORCRM-14471: The Mobile client should use SoHo Xi controls and stylesheets.
INFORCRM-14569: On the Lead detail view, quick actions ‘Send email’ and ‘Call main number’ do not display as history records.
INFORCRM-14570: On the Lead list view or group view, after performing an email quick action or clicking an email link, the history record that displays should be populated with the lead and company information.
INFORCRM-14571: On the Contact list view or group view, after performing an email quick action or clicking an email link, the history record that displays should be populated with the contact information.
INFORCRM-14693: Refreshing a list view before it fully loads causes the list to display duplicates.
INFORCRM-14725: In a French or Italian localized environment, currency is not in the expected format.
INFORCRM-14920: The Mobile client should be responsive for tablet and desktop views.
INFORCRM-14958: The “Log Out” label should be changed to “Sign Off”.
INFORCRM-15142: In a localized environment, the Contacts group “Missing Emails for Customer Portal” is not translated.
INFORCRM-15235: When adding a product to a quote or sales order, the warehouse field displays incorrect data.
INFORCRM-15270: Open (Open, PartialPaid, Dispute) invoices should be displayed in appropriate age groupings, not just the All Ages grouping.
INFORCRM-15283: In an offline localized environment, the Options Show Usage list contains untranslated strings.
INFORCRM-15826: In a Japanese environment, the Complete Activity tooltip is not translated.
INFORCRM-15832: In a Japanese environment, the Sales Information page contains untranslated strings.
INFORCRM-15880: In a Japanese environment, the Opportunity Product Info label should not contain a space before “Info”.
INFORCRM-16008: When creating a new sales order, clicking the Save button before entering any data causes the error “A server error occurred while requesting data.”
INFORCRM-16145: In a Thai or Chinese Simplified environment, My Notes/History does not display any records when data should display.
INFORCRM-16147: In a Chinese environment, on the Add Attachments page, there is no space between the Upload and Cancel buttons.
INFORCRM-16151: In a Thai environment, the date format should be D/M/YYYY not M/D/YYYY.
INFORCRM-16153: When uploading an attachment it is unclear what to click in order to select a file to attach.
INFORCRM-16156: In a Dutch environment, the Calendar contains the incorrect date format.
INFORCRM-16158: In a localized environment, in the Phone Call details view, the name of the person and the action for Called may be in the wrong order in some languages.
INFORCRM-16159: In a Dutch environment, Opportunity dates and currency fields are not formatted correctly.
INFORCRM-16162: In a Dutch environment, the currency decimal separator is incorrect.
INFORCRM-16165: In a localized environment, on the Account Information Dashboards, the labels for the “Total” are not formatted correctly for translation.
INFORCRM-16169: In a Dutch environment, performing a Hashtag search does not return results.
INFORCRM-16176: In a Dutch environment, when editing a private activity, the title of the screen is incorrect.
INFORCRM-16182: In a localized environment, when viewing Account KPIs, the KPI “Avg Time” contains a hardcoded character to represent thousand (K), million (M), and billion(B).
INFORCRM-16193: In a localized environment decimal values cause incorrect number formatting and calculations.
INFORCRM-16430: In a localized environment, the My Schedule Setting, all KPI chart contains untranslated strings.
INFORCRM-16514: In a localized environment, the Accounts Near Me dialog box Account Type label is not translated.
INFORCRM-16663: When adding products to a quote, more products are listed when editing a quote than are listed when adding a quote.
INFORCRM-16672: On the Calendar in Month view, orange dots representing activities no longer appear after reselecting Calendar from the menu.
INFORCRM-16684: In an Offline environment, users should be able to delete a note.
INFORCRM-16813: Accounts Nearby searches fail to display records correctly when the selected Type is Customer and there are more than 100 accounts in a 500 mile radius.
INFORCRM-16828: Users should not be able to click the Quote Edit button when the Quote Edit security action is disabled.
INFORCRM-17564: In the help “Working Offline” section, Windows Phone 8 should not be listed.
INFORCRM-17693: When manually typing a date or selecting a date value from a modal window, the onChange function does not fire.
INFORCRM-17823: In Settings, Language and Culture label should renamed to Language and Regional Format
INFORCRM-18007: The Language and Regional Formats list should list language names not codes.
INFORCRM-18106: The “More‚Ķ” tooltip is not translated.
INFORCRM-18108: The “Refresh” tooltip is not translated.
INFORCRM-18248: When an Offline Note is created, a time stamp should be added to the card so it is easy to see when it was created.
INFORCRM-18416: When the Lead Edit view is opened from the list view or group view Quick Actions list, no data displays for Address or Owner.
INFORCRM-18514: in a Chinese environment, on the Accounts, Group, Settings, the tooltips for Cancel, Complete, and More are not translated.
INFORCRM-18684: On the Calendar, after adding an event, and then adding an activity, the event no longer displays on the Calendar.
INFORCRM-19263: On some views, the label “acct” should be “account”.
INFORCRM-19300: When performing a Hashtag search for alarm,any activities that were updated to include an alarm are not returned in the search results.
INFORCRM-19859: In the error message “A server error occured while requesting data.” “occurred” is misspelled.
INFORCRM-19995: In the Help, all instances of “tap” should be replaced with “click”.
INFORCRM-20205: When using an Internet Explorer browser to add or edit a ticket, blank fields are populated with “null” and save to the record.
INFORCRM-20269: In a Dutch environment, in View Accounts Nearby, the decimal character for kilometers is incorrect.
INFORCRM-21223: In an iPhone 8 environment, the error “Unable to pull your current location” may occur frequently.
INFORCRM-21704: When viewing an attached .pdf file the document is not fully visible and scrolling or pinch to zoom does not work.
INFORCRM-22026: When in phone size, the menu does not have an easy way to close.

The Infor CRM Back Office Extension, or ICBOE, feature contains the following improvements:
-ICBOE is now part of the Mobile Client. It is no longer necessary to install a separate bundle. ICBOE for the Mobile Client enables the Mobile user to drill through account-related information available in back office integration.

When the Back Office Integration is configured in the Infor CRM Web Client, users can see the following entities in Infor CRM for Mobile:
–¬†Invoices l Shipments
– Quotes l Receivables
–¬†Sales Orders

The Working Offline ‘Recently viewed’ and ‘My Briefcase’ features are now available for ICBOE records.
The ICBOE feature in Mobile no longer needs to be activated in the Application Architect. In version 3.5, the feature is dynamically visible if ICBOE has been configured in the Infor CRM.
The ICBOE for Mobile feature is only supported if your version of Infor CRM is 8.3.0.3 or later.

Prerequisites
Before installing this Infor CRM Mobile Client upgrade, you must:
-Ensure you meet the system requirements. See the Infor Online Compatibility Matrix (OCM) available on Infor Xtreme.
a. Sign in to the InforXtreme Portal web site: www.infor.com/inforxtreme.
b. Expand the Environment menu, and then click Online Compatibility Matrix.
c. (Optional) Click Help for a video explaining the features of the OCM.
– Ensure that you are using a version of Infor CRM that is supported for the features you will be using:
– For Mobile functionality, ensure the version of Infor CRM installed is v8.2 and later.
– Back Office Extension feature (ICBOE): the version of Infor CRM installed must be 8.3.0.3 or later with SNC, Web Core, and Web Model Updates applied, and ICBOE enabled in the Infor CRM Web Client.
– Contour feature: the version of Infor CRM installed must be 8.3.0.4 or later with SNC, Web Core, and Web Model Updates applied, and Contour enabled in the Infor CRM Web Client.
– Ensure that you have a functioning Infor CRM Web environment. (This is required even if your Infor CRM implementation is Windows Client only.) See the Implementation Guide for your installed version of Infor CRM for information on setting up a functioning Web environment.
– Understand the requirements for upgrading customizations.
-Understand the Infor CRM Mobile Client upgrade process. Read this document and develop a plan before proceeding. Understanding the content of the release and planning your installation are key to success.

Additional resources and documentation are available on the Infor Xtreme Support Portal web site at www.infor.com/inforxtreme. Help is available in each application. And of course us here at SimpleSoft are always available if you have any questions!

Let us here at Simplesoft know if there is anything we can do to assist you with this!



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 CRM (formerly Saleslogix). 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 Mobile 4.0 has arrived!


 

 

October 28th, 2019 by

It’s been a while since a new release Infor CRM and we’re happy to announce update 02 is available. Here is what you can expect from the update.

Features added in this update include:

Application Feature
Web client Marketo Partitioning Marketo Partitions is an optional feature within a Marketo integration. When enabled, Marketo Partitions enables a contact or lead (defined by email address) to be listed as many times as there are partitions. This allows different marketing teams to market to the same person while tracking results independently.
For Back Office implementations: New Custom Setting for “Contact Account Management Enabled”. When enabled, this custom setting instructs the inbound processor to cascade changes to the account’s account manager to the account’s related contacts.
New Custom Setting for “Publish All Addresses”. When enabled, this custom setting allows the outbound processor to publish multiple addresses. To publish only the primary address this custom setting must be cleared.
New Custom Setting for “Integrated Primary Contact indicator”. The Primary contact indicator is no longer displayed on the Contact details page if your administrator has enabled “Integrated Primary Contact Indicator” in the Back Office Extension, Options tab. The new primary contact flag may be observed in the Contact, Account Associations tab or in the Account, Contact Associations tab. Changes to the primary contact must be made in the Account, Contacts Associations tab grid.
For Sync for Exchange implementations: (Sync for Exchange only) New Sync for Exchange integration custom setting “Complete Exchange Appointments”, is disabled by default, but when enabled synchronizes all completed appointment between Infor CRM and Exchange.
Updated the Sync for Exchange integration custom setting “Notify Members of Completion” to be disabled by default. When enabled, activity members are notified when an activity is completed

 

Issues fixed in this update
SNC Update 02 for Infor CRM version 8.4.0 addresses the following issues:
Defect  Description
-5418 On the Add Opportunity Product dialog box, clicking Add causes a script error to display.
-5440 In a localized environment, on the Account detail view, the Description of Business lookup contains untranslated strings.
-5452 In a translated environment, when editing a campaign code, the warning message contains untranslated strings.
-5508 After editing an activity to change the contact, the Dashboard still displays the previously selected contact, not the updated contact.
-5807 In a localized environment, the Account detail view Business Description label is not translated.
-5815 On the Account detail view, dragging a tab to the user defined middle pane and clicking the scroll bar down arrow once causes the scroll bar to disappear.
-5903 Notes created in the Infor CRM Web client that contain line breaks do not display correctly in the Windows client.
-5918 In an environment with a Brasilia or Santiago time zone and Day Light Saving Time selected, the Administrator does not respond.
-5942 When an activity is completed, two records are added to the HistoryAttendee table for the leader of the activity.
-7743 Opening .jpg or .png Library files in the Administrator or Windows client causes the error “No application has been designated to open files of this type” to display.
-11507 After assigning a ticket to a team, a separate e-mail opens for each member that has a defined e-mail address, but each e-mail message is addressed to the same team member.
-12339 Under some conditions, running a report for a group may not include all of the records contained in the group.
-12887 The Replace Data wizard is unable to find any matching records to replace even when a match does exist.
-13316 In a German environment, if a user has an Outlook signature that contains an umlaut, the name will be corrupted if they use the scheduling an activity Invite Contact feature.
-14455 When a user performs a mail merge to e-mail, the first e-mail alias in alphabetical order is used in the From: field rather than the default SMTP address and cannot be changed.
-19574 In a Russian environment, the Sales Client help topic “Introducing Infor CRM” contains duplicate content.
-19575 In a Russian environment, the Sales Client help topic “Introducing Infor CRM” is missing links to other help topics.
-19631 In an Oracle environment, when creating a remote database, an error occurs in the step stpExecSQL_ CreateViews Microsoft SQL Native Client. The message ‚ÄúIncorrect syntax near ‘BODMAPPINGID’.” displays.
-19756 The Conversion Utility conversion logic for “Update Master Data Consolidation should include “SlxLocation”.
-20669 In a database where the Product table contains 500,000 or more records, navigating groups or detail view is very slow. Response times were 20 seconds or higher.
-20711 If multiple Speedsearch Indexes are running at the same time the SLXSearchService.exe becomes unresponsive.
-21547 When the Administrator option to set new contacts and leads to “Do not Solicit” is selected, creating a new contact and account causes the error “An Error occurred executing active form script (System:Add New ContactAccount) Error calling method cm
-21632 In the Administrator, importing users from a CSV file using a user template name that contains Cyrillic characters displays the template name with corrupted characters.
-21634 In the Administrator, using Import Windows Users with a user template name that contains Cyrillic text displays the template name with corrupted characters.
-21673 Selecting the Query Builder ‘Return Distinct Rows Only’ option causes the record counts in various groups to be incorrect.
-21732 Altering tables does not restore triggers or function-based indexes.
-21830 In a Microsoft Office 2019 64-bit environment, clicking Send to CRM to log an email as a history item fails to save any attachment to the contact’s Attachments tab.
-21849 When using Send to CRM with Xbar and the contact has a valid e-mail address, the Contact(s) Not found message displays.
-21900 On the Accounts list view, if the user selects an account group with Cyrillic characters and adds an opportunity, in the Account lookup, if the Within Current Group/Lookup option is selected, the account lookup title contains corrupt characters.
-21938 In the Administrator, importing users from an import file that contains Cyrillic charcters fails.
-21939 In a Russian environment, users cannot be imported in the Administrator.
-22001 Cyrillic characters are corrupted in the Manage Resources dialog title bar.
-22101 In a 64-bit Microsoft Office environment with Outlook integration enabled, users should not be prompted to log email to history.
-22195 Activities in a custom tab cannot be deleted using the Application.BasicFunctions.DeleteActivity function.
-22236 After upgrading to Microsoft Window 10, the Opportunity detail view Snapshot links no longer work.
-22250 Cyrillic characters in the Administrator Edit Agent view do not display correctly.
-22254 Cyrillic characters in the Architect Project Manager do not display correctly.
-22256 Cyrillic characters in the Architect Manage Plugins view do not display correctly.
-22260 The Architect New Secured Function name does not accept special or extended characters.
-22262 Cyrillic characters in Architect Secured Function names do not display correctly.
-22278 If an opportunity snapshot contains Unicode or multi-byte characters, when the opportunity information is copied to an email, those characters are corrupted.
-22336 If date/time data exists in the database in a certain format, perhaps from an import in an earlier version, the record will error on update due to a mismatch between the datatypes of the field and the SQL call to check for the record to update.
Web Model Update 02 for Infor CRM version 8.4.0 addresses the following issues:
Defect  Description
-12240 In the Insert Ticket Activity dialog box, using the Tab key to move through the fields only works for the first few times.
-16524 In a localized environment, the Query Builder Add/Edit Join dialog box contains untranslated strings.
-19245 After adding a new quote or sales order, changes to the currency on the detail view are not saved when the Save button is clicked.
-19332 In a localized environment some navigation bar items contain corrupt characters.
-19702 The Lead detail view CommonTasks section is missing the “Add Response to Campaign” option.
-19976 When merging accounts, “occurred” is misspelled in an error message.
-19998 In the Check for Duplicates dialog box an error occurs after clicking the Advanced Match Options button.
-20103 The web.config file is missing the requestFiltering section for the maxAllowedContentLength setting needed for changing the max attachment size.
-20281 In a localized environment, on the Integration detail view, the Link Type field does not display the value System correctly.
-20434 When importing leads, selecting the Timeless option sets the import start time back by 1 day.
-20496 When adding or editing a ticket activity the part lookup does not close once a product is selected and Add Selected is clicked.
-20637 Opening the Opportunity detail view and then opening SpeedSearch creates a duplicate record of the opportunity.
-20658 The SetMingleContext.aspx page should not be cached, because it is used as part of the Ming.le initialization process.
-20659 The Login.aspx page should never delete the SlxStickySessionId cookie.
-20800 In Customer Portal, custom pick lists do not support type ahead functionality.
-20946 Pick List controls with StorageMode set to Code do not save a typed-in value.
-21018 Removing a user from nested teams causes IIS to crash.
-21107 When an opportunity status is equal to Closed-Won or Closed-Lost the Snapshot fields should be read-only like all of the other detail view fields.
-21213 On the Ticket detail view, if a user has unsaved changes and leaves the page the user may not be prompted and the changes will be lost.
-21234 On the dashboard, clicking the View Group link causes an error to display.
-21251 In the Entity Manager, on the Shipments entity Filter tab, the Actual Ship Date filter is filtering on the wrong field.
-21276 (ICBOE) In an integrated environment, SYNCDIRECTION values are translated which breaks BOD mapping rules.
-21308 In an Internet Explorer environment, deleting a pick list item should prompt the user “Are you sure you want to delete?” before the pick list item is deleted.
-21346 Performing a bulk update that changes the account owner should update the ownership of associated tickets.
-21367 In an environment with Windows Authentication configured, opening hyperlinks to Infor CRM from Microsoft Office products (Excel, Word, Outlook) causes an error to display.
-21372 In a Ming.le environment, in Picklist manager, selecting a picklist causes an object reference error.
-21409 In a French environment, Contour Show on Map does not work.
-21428 The ION Workflow Definition Approver Email List should allow more than 64 characters.
-21452 When a default sales process is selected in the Tools, Options, Opportunities tab, the user cannot change the Opportunity detail view Sales Process field to blank, it keeps defaulting back to the default Sales Process.
-21460 In a Marketo integrated environment, the Lead Sales Insights tab Person Score is not getting updated.
-21466 In the Picklist detail view, selecting a default pick list item does not apply successfully and the changes are not retained.
-21515 When using the SaleslogixUserImport.CSV file to import users, some fields do not automatically map and some fields cannot be mapped because there are no available matching fields.
-21532 Using the SaleslogixUserImport.CSV file field to import users results in missing settings and user records that contain errors when validated in the Integrity Checker.
-21618 (ICBOE) In a French integrated environment, user triggered outbound requests cause the error “Requested value; User Triggered; was not found”.
-21671 If an opportunity created without a sales process is viewed by a user who has a default sales process defined, the opportunity sales process is updated to that user”s default value.
-21706 Under specific scenarios, when opening a ticket from a group, and then adding a ticket activity, the user is returned to the Lookup results group, not the group the ticket was accessed from.
-21708 On the Tools, Options, Group tab the Default Group and Default Lookup Layout lookups show the Display Name but are sorted by Name.
-21889 On the Calendar, an activity start time is shown in 24-hour format in the day, work week, and week views but in the month view the start time is shown in 12-hour AM/PM format.
-21906 (ICBOE) In an integrated environment with Local Pricing, if a user edits an opportunity, quote, or sales order product’s price and quantity the extended price is not updated.
-21981 Editing the Add to Forecast checkbox on the Opportunity detail view without saving the changes does not warn users of unsaved changes when they leave the record.
-21981 On the Opportunity detail view, editing the ‚ÄúAdd to Forecast‚ÄĚ checkbox without saving and leaving the page does not prompt the the user and the change will be lost.
-22008 On the Campaign detail view, editing a stage or step causes an error to display.
-22037 The Opportunity Detail report will only show the first note under the Notes/History tab for a new opportunity.
-22058 In a Ming.le environment, using an Edge browser, after performing a Speedsearch, the results cannot be opened.
-22060 In a Ming.le environment, using an Edge browser, after performing a Speedsearch, in the results list, clicking an account link for a record that is not an account, for example a contact, opens the Account detail view in a new browser window, not th
-22070 In a Ming.le environment, an error occurs when attempting to add picklist items to a picklist.
-22090 (ICBOE) In an integrated environment, promoting a quote or sales order with unsaved changes results in incomplete or outdated content published to the host ERP system.
-22094 In the Opportunity detail view Products tab, users should not be able to enter nonnumeric characters for the product Quantity field in either the grid or the Edit Opportunity Product dialog box.
-22264 Users with the Administrator role cannot save custom settings.
-22376 Cookies that store information distinct to a web application should not be shared with other web applications.
-22476 In a localized environment the Opportunity detail view Opportunity Statistics dialog box contains untranslated strings.
-22509 Users are not getting the unsaved data prompt when Navigating from the Ticket detail view to the Edit Ticket Activity view with unsaved changes foes not trigger the unsaved changes prompt.
-22551 The dashboard “Visit the Infor CRM Website” link does not work.
Web Core Update 02 for Infor CRM version 8.4.0 addresses the following issues:
Defect  Description
-9560 The Web Client hep topic “Troubleshooting Common Issues” was updated to include a statement that Infor CRM does not support date time values in milliseconds.
-15568 (ICBOE) In a Visual integrated environment, when sending new accounts and contacts from Visual, the contact identified as primary is not identified as the primary contact in Infor CRM.
-16685 An out of date JQuery causes a security vulnerability.
-17180 In the Application Architect Install Bundle (Select Items) view, selecting the option to Preserve Merged Content when installing a VFS bundle causes the Application Architect to stop functioning.
-18299 Parameters need to be encoded to prevent cross-site scripting vulnerability.
-18396 (ICBOE) In an integrated environment when two or more matching records exist, the Outbound processor fails with an exception error and no Merge or Profile Create BOD’s are created.
-19156 Custom Security Profiles added in the Administrator are not applied automatically in the Web Client. Users will see an exception error when navigating to an affected view until an IIS reset is performed.
-19994 When a non-administrative user adds Area/Category/Issue, the Create User and Modify User display the user’s ID instead of the user’s name.
-20089 Addressed potential security vulnerability,
-20098 Custom lookups added to the Schedule an Activity form do not work.
-20168 (ICBOE) In a Visual integrated environment, a contact record may only contain one address. If an Infor CRM contact contains two or more addresses and the contact is promoted, the outbound processs fails to process.
-20196 (ICBOE) In an integrated environment, when deleting more than 1000 ERPBillTOACCOUNT records the error “ORA-01795: maximum number of expressions in a list is 1000” may occur.
-20367 In the Job Manager Definitions tab some jobs do not have descriptions.
-20454 In a Ming.le environment with the Akamsi accelerator enabled, the Ming.le Ws-Fed authentication fails.
-20477 In a Ming.le environment, users pushed from Ming.le are created in Infor CRM without their First Name and Last name, but the inbound BOD contains this information.
-20478 In the Application Architect, SQL commands that include CREATE TRIGGER cannot be combined with other commands.
-20492 In a Marketo integrated environment, some Marketo data is not synchronizing from Marketo to Infor CRM.
-20493 (ICBOE) In an integrated environment, if a record is promoted and deleted before the outbound job can process it, any other promoted records will not be sent even though their records do still exist
-20495 When a ValueContract Remaining value is calculated it only includes the cost of labor, not the cost of parts.
-20561 Exporting a group that contains the same field more than once exports the file to Excel or CSV with that field list only once.
-20625 The Account detail view Timeline tab no longer displays any icons.
-20657 In a web farm environment, using Ming.le and Federated authentication, single sign-on errors may occur because the required SlxStickySessionId cookie is missing.
-20768 (ICBOE) In an integrated environment, when the account manager is changed for an account in the integrated system, the change should cascade to all associated contact records.
-20786 In the Group Manager list view the Owner filter lists the user IDs instead of user names.
-20792 In the Accounts and Leads list views, sorting records by the Owner column causes no records to display and no error.
-20833 Associating a user to a team requires an IIS reset before that user can view records owned by that team.
-20844 In a Ming.le environment, the Ming.le single sign-off feature needs a single signoff Url.
-20847 In the Entity Manager, changes to the Display Name are not saved.
-20867 Creating Web Access users for Customer Portal allows multiple users to have the same user name.
-20874 In a Ming.le environment, the Ming.le WebProvision.exe does not include the sp.slo.url property in the generated sp.properties file.
-20892 Under certain conditions the IDataService will be unavailable which leads to the ErrorHelper class logging the error “Unable to select useemaillink,emailaddress from branchoptions”.
-20931 In a Ming.le environment, when Infor CRM is configured to sign in with WS-Fed authentication (SSO) through Ming.le, and Infor CRM is not running inside of the Ming.le IFrame, the global application shutdown handler, Shutdown.axd, does not log out o
-20954 In a Ming.le environment, the Group list widget link does not work for entities with a space in the name, for example Sales Orders.
-20955 In a Ming.le environment the IonApiAuth cookie is not removed when the user signs out.
-20985 (ICBOE) In an integrated environment, duplicate ERPerson records are generated when the ERP-LX SyncPerson BOD “Add” actionCode contains ID values with trailing spaces.
-21034 In a Ming.le environment, installing Xbar or Office Integration from the Tools, Options, General tab causes a 404 error to display.
-21053 In the Application Architect, custom URL fields either fail upon performing a build in Application Architect, or updated data is not retained upon saving in the Web Client.
-21093 In the Form Manager custom forms cannot be added or edited.
-21125 Changes made in the Entity Manager cause the Web Client to crash after a subsequent build and deploy.
-21177 On the Ticket detail view, if the Detail or Journal tab is dragged to the user defined middle pane and the Ticket Activities tab is open, any changes to the Detail or Journal do not trigger the unsaved changes prompt, causing data loss if the recor
-21195 In a Chrome browser, if the browser window is minimized and then maximized, the Alerts icon is not aligned properly.
-21209 (ICBOE) In an integrated environment, if any ERP related information on a nonintegrated account is edited the record is locked and can no longer be edited.
-21218 The secured action for Entities/Quote/GenerateProposal is misspelled as Entities/Quote/GeneratePropasal which causes the Generate Proposal task to not display.
-21225 (ICBOE) In an integrated environment, the Ship To and Bill To tabs should not be hidden, regardless of the whether or not Local Pricing is enabled.
-21245 Changing the font color of the Notes fields in activity and history view does not update the font color.
-21270 Addressed potential CSV injection vulnerability.
-21288 In an Oracle environment integrated with Sync for Gmail, synchronizing activities from the Gmail calendar to Infor CRM causes errors to occur.
-21294 If a user logs in using Microsoft Edge or Google Chrome 69 it is incorrectly recorded as Chrome58 in the User Audit tab.
-21317 In an environment integrated with Sync for Exchange unprocessed records may create a backlog of records and cause performance issues.
-21344 Performing a mail merge from the Leads list view causes the error “Mail Merge encountered an error and cannot continue. There was an HTTP error. There was an expected error in TMailMerge.GetRecords.” to display.
-21358 Export to File does not apply GMT/UTC to date/time fields.
-21366 Adding a user to a team does not update the security tables in the database.
-21369 On the Dashboard, in a group list, if the entity name is different from the table name an error displays.
-21389 The Account Manager lookup should not list retired users.
-21391 Changing the Admin user’s password runs a SQL query which changes the SECCODEDESC for the Everyone user to “Administrator” which means that “Everyone” no longer appears as a valid option.
-21400 In a customized environment, if a user is on a detail view and presses Enter to start a SpeedSearch, the first toolbar button is selected.
-21444 When importing records, if the option to check for duplicates and auto merge is selected, and conflict resolution is set as Import Wins and the import encounters duplicate records that fail to merge, the import should log an error and continue to i
-21456 In the Query Builder, Assign Query Layout view, setting a Date/Time format to C shows the wrong results.
-21472 After upgrading Chrome to version 70.0.3538.77 (64-bit), grids in the Web client do not contain any records.
-21504 If a user selects a pick list item from the list that is different than what is currently showing, leaves the field, then returns to the field to select the original value, leaves the field again, and then saves the record, the item reverts back to
-21509 The error “The call to GetNativeConnection returned an invalid result” may be recorded in the Application event log when the ConnectionStringDataService is used because it returns the DB Alias as “Server:Alias” instead of just the “Alias”.
-21527 In a Ming.le environment, processing the Sync Security User Master BOD should not be apply duplicate roles to the same user.
-21579 In an Oracle environment converting a lead to a contact does not delete the lead record.
-21583 If an account name contains extended characters such as ampersands, then the Recently Viewed tooltip displays the HTML for those characters.
-21585 In the Edit Quote Product dialog box, upon editing the Adjusted Price and saving, the change reverts to the previously saved value and causes the calculations to be incorrect.
-21589 Dragging and dropping an email to an account’s Notes/History requires browser refresh or filter reset before the email history record displays.
-21608 Resizing the Query Builder window resizes the window, but the contents remain static resulting in empty space.
-21610 In a web farm environment using Ming.le, the SessionSecurityToken should be cached.
-21611 In a Ming.le environment, the SecurityTokenException should be handled automatically, including the SecurityTokenExpiredException, so that users are automatically logged in again if their sessions expire.
-21612 In a Ming.le environment, when the Ming.le SSO token expires or becomes invalid the user should be redirected to a new sign-in request.
-21620 When editing a defect task, removing the Completed Date/Time should set the Time Units and Elapsed Hours to zero.
-21648 Application Architect fails to complete a full build of the web platform.
-21654 UserAudit login events are being duplicated.
-21655 In a Ming.le environment, the SLXWebUserService may return NULL values for SLXUserService values, such as UserId or UserName when the Identity is a ClaimsIdentity because the Thread.CurrentPrincipal.Identity.Name is NULL.
-21656 The SLXWebDataService may have NULL/empty values for Server, Alias, or Port which can lead to failed ClientLogin and Logout events and may affect licensing.
-21660 After selecting a group from the Groups drop-down list the drop-down list remains visible.
-21663 If a user changes groups quickly in a list view, the Web Client may continue to change the groups in the same order as the user originally did indefinitely until either the browser is refreshed or closed.
-21684 Under some conditions, on the Tools, Options, Group tab the Main View, Default Group, and Default Group lookups may not be sorted alphabetically.
-21686 In a Marketo integrated environment, the Marketo synchronization process stops if an opportunity record has an invalid ID.
-21694 Changing the Display Name of a field and rebuilding the XML Schema will cause an exception at login on the Web Client, if the ‘Show on Startup’ group contains that field.
-21712 Changing the account owner from one user to another and saving the record causes the message “Account Name cannot be null or empty” message, even though it is not blank.
-21714 Tickets created in Customer Portal set the Create User field to the SLXCustomer Portal user, so when a ticket activity is created for the same ticket, the Create User field should be set to UserID or SLXCustomer Portal User, not SYST00000001.
-21720 When editing a dashboard to include new content, the Edit Widget, Entity lookup does not list all entities.
-21723 (ICBOE) In an integrated environment with local pricing enabled, the Quote snapshot does not total correctly for non-administrative users.
-21752 In an Xbar integrated environment, when a contact’s address is updated in Outlook and synced to Infor CRM a new address record is created rather than updating the existing address record.
-21755 In an Google integrated environment, when a contact’s address is updated in Google and synced to Infor CRM a new address record is created rather than updating the existing address record.
-21762 (ICBOE) In an integrated environment, updating opportunity product information such as quantity or price should update the opportunity sales potential.
-21765 The updated Conversion Utility from KB 1994487 has a memory leak.
-21776 (ICBOE) In an integrated environment, the BOE DBManager class should release and close database connections when they are no longer being used.
-21782 Using Windows Authentication causes duplicate entries in the UserAudit table.
-21799 The Current Activities sample report does not include activities of other users the signed user has access to through calendar security.
-21809 Using the Sage.Platform.Caches.Memcached.CacheProvider can lead to unnecessary TCPIP connections, especially by the Job Service, that may negatively impact performance.
-21813 The Opportunity Status widget does not display the correct data for opportunity groups.
-21847 In an environment with a multi-byte language system locale setting, the Web client fails to open and display as expected.
-21856 When dragging and dropping Microsoft Outlook email messages to a ticket the attachments are always saved to the ticket even if the user select the option to not save any attachments. These attachments are also visible to users of the Customer Porta
-21862 (ICBOE) Inbound BODs containing control characters cause BOD processing to fail; however since the BOD is identified as unprocessed, the BODs keep getting reprocessed which causes performance issues.
-21870 In a Ming.le environment, the WebProvision.exe should update the web.config file with new SSO configuration requirements.
-21884 In a Marketo integrated environment, a custom mapping of the Infor CRM property DoNotEmail to the Marketo Unsubscribed property
-21926 Removing a user from a nested team causes an error in the Windows Event viewer for the w3wp.exe process.
-21928 In a Marketo integrated environment contacts only synchronize if a change is made to the associated account.
-21929 (ICBOE) In an integrated environment, MT-CSD (Cloud Suite Distribution) based transactions do not contain a Logical ID.
-21930 When inserting a new contact and account, unnecessary queries may negatively impact performance.
-21933 When a nested team’s security profile is changed, the change is saved but not applied to the team.
-21953 The Ming.le CRM Opportunity Status widget shows all values as 0.
-21954 The Reporting Assistant does not enable the Save button if a report is modified when reports are loading initially. The Reporting Assistant sees the edit when the report is loaded, but the Save button is not enabled preventing the user from saving
-21959 (ICBOE) In an integrated environment, when converting a quote to a sales order, the Base and My Currency values are populated with the quote’s (Doc) documented currency.
-21988 In an environment with a large number of users and teams, removing a user from a team can take up to five minutes for the user to be removed.
-21991 In the Security Profile view, if the Security Profile Description is more than 35 characters a scrollbar appears.
-21997 When creating a new opportunity, the Account lookup does not return accounts that contain double quotes in the name.
-22066 On the Lead detail view Notes/History tab, Send to Word only copies the company name and date to the Microsoft Word document.
-22091 In a Marketo integrated environment, the Pull Score Changes job should only update data if changes occurred since the last time the job ran.
-22112 (ICBOE) In an integrated environment the Opportunity price services populate both the base currency calculated price and the transaction currency calculated price, but should only populate the transaction currency calculated price.
-22116 Sorting the Accounts list view All Accounts group by Owner returns no records.
-22131 In an environment with a screen resolution of 1360 x 768 or higher, some dialog boxes do not have vertical scroll bars which means the bottom of the screen and buttons are not visible.
-22145 In an environment where the local time zone is different from the Infor CRM server time zone exporting groups that contain a date/time field export using the server time zone, not the local time zone.
-22149 In Query Builder when selecting Account.Type as a condition, clicking the browse button causes an error to display.
-22173 In Application Architect, trying to edit the Format Code on a data grid custom format column causes the error: “Object reference not set to an instance of an object.” to display.
-22187 In a Sync for Exchange integrated envionment some calendar items fail to synchronize form Microsft Exchange to Infor CRM.
-22191 In a Marketo integrated environment if a contact record is deleted in Infor CRM and the record also exists in Marketo, the Marketo lead should not synchronize to Infor CRM.
-22197 In an environment with English UK regional settings, Mail Merge templates with currency values for GBP in the templates are displaying “√ā” at the beginning of the value, example, √ā¬£960.00.
-22211 In an environment where SData portals are hosted in web farms, asynchronous SDataRequest[s], using the SData Client Library, may fail.
-22218 The SupervisorSyncJob incorrectly reports job progress.
-22308 In a Sync for Exchange integrated environment, when the Notify Members of Completion option is set to false, notifications for completed activities are still sent.
-22326 (ICBOE) In an integrated environment, the Custom ION Workflow for Activity does not create an outbound BOD.
-22348 (ICBOE) In an integrated environment BODs are not synchronizing because the incorrect Tenant ID being used for the HeaderMap.
-22361 In a Sync for Exchange integrated environment, contacts on a completed activities are copied as attendees.
-22363 For a Ming.le environment, there needs to be URL rewrite rule to redirect Login.aspx to Default.aspx in case users have bookmarked or saved the Login.aspx page.
-22393 For a Ming.le environment there needs to be an upgrade package to edit the Global.cs and DefaultCSharpCodeBehind.vm merge items.
-22400 On the Account detail view unsaved changes on some tabs do not trigger the unsaved data prompt.
-22410 In a Ming.le environment the automatic redirect to the login page will fail if a session security token expires before the user clicks the navigation button.
-15568 (ICBOE) In a Visual integrated environment, when sending new accounts and contacts from Visual, the contact identified as primary is not identified as the primary contact in Infor CRM.
-16685 An out of date JQuery causes a security vulnerability.

 

Breaking Changes
This update contains changes to the Sage.Platform.dll, introduced in Web Core Update 01 for Infor CRM version 8.4.0, which may cause customizations to not function properly.
The following methods were removed:
public static IDbConnection CreateConnection(DbProviderFactory factory, string connectionString)
public static IDbCommand CreateCommand(DbProviderFactory factory, IDbConnection connection)
public static IDbCommand CreateCommand(DbProviderFactory factory, string commandText)
public static IDbCommand CreateCommand(DbProviderFactory factory, string commandText, IDbConnection connection)

To modify customization methods
Any customizations that use these functions must be modified. Use the table below to replace the removed methods.

Removed Method  Replace with
IDbConnection CreateConnection(DbProviderFactory factory, string connectionString) IDbConnection connection = factory.CreateConnection(); connection.ConnectionString = connectionString;
IDbCommand CreateCommand(DbProviderFactory factory, IDbConnection connection) IDbCommand cmd = factory.CreateCommand(); cmd.Connection = connection;
IDbCommand CreateCommand(DbProviderFactory factory, string commandText) IDbCommand cmd = factory.CreateCommand(); cmd.CommandText = commandText;
IDbCommand CreateCommand(DbProviderFactory factory, string commandText, IDbConnection connection) IDbCommand cmd = factory.CreateCommand(); cmd.CommandText = commandText; cmd.Connection = connection;

If you apply this update without modifying your customizations your customizations may no longer function.

Please reach out to us if you have any questions or are interested in upgrade your Infor CRM.

Let us here at Simplesoft know if there is anything we can do to assist you with this!



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 CRM (formerly Saleslogix). 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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June 26th, 2019 by

XBar update fixes issues and adds new features.

Infor CRM Xbar for Microsoft Outlook v1.3.9 contains the following resolved issues and NEW features:
-6192: XBar limits Area/Category/Issue to the top 1000 records based on AreaCategoryIssueId.
-17383: The Xbar display is unreadable on a 4k display.
-18958: Recording an email to history and associating an opportunity changes the contact.
-20236: The minimum attachment size in Xbar is not honored.
-20579: Creating an opportunity in Xbar causes the owner to be everyone.
-21073: Outlook Sync creates duplicate activities in particular scenarios.
-21118: Outlook crashes when saving an appointment in a database with at least 70,000 opportunities.
-21197: The following error displays when calendar invitations involve reoccurring meetings in Outlook: (Unknown Error in IMAPIFolder.CopyMessages(MESSAGE_MOVE): MAPI_W_PARTIAL_COMPLETION).
-21468: Xbar times out for specific users using HTTPS (SSL).
-21469: Outlook can be slow to open when Xbar is installed.
-21541: Send to CRM/Record to CRM does not work in a Ming.le integrated environment.
-21658: Completing an instance of a recurring activity is not functioning as expected.
-21703: When completing the first occurrence of a recurring activity in Outlook it is ignoring “complete as scheduled” and using “completing now”.
-21818: Add a column to the Duplicate records found dialog to designate whether the record is a Contact or a Lead.
-21825: A follow-up activity scheduled through SData push is adding :NF to the subject.
-21861: A new option for Send to CRM/Record to History enables the user to choose whether Xbar or the Infor CRM Windows Client processes the request.
-21898: The Xbar uninstall can stop responding in certain cases

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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Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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