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

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

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

    Whats New: What’s New PDF

    Resolved Issues:  Resolved Issues PDF

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

    WEB CLIENT UPDATES

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

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

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

    DEVELOPMENT UPDATES

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

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

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

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

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

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

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

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

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

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

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

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

    Converting…

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

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

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

     

     

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

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

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

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

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

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    Infor CRM New Version Announcement – v8.5
    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:

    ▪ How does it work?
    – 8.5 will include a project backup of the current CRM model
    – CRM model will be locked down, only CRM developers and bundles from CRM team will update this model.
    – All changes made by partners or customers will be stored separately from the base CRM model.
    – Any changes or overrides to the base model (customizations) will be deployed in place of base model items.
    – 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.
    – 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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    Infor CloudSuite CRM Release – v8.4.04
    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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    Infor CRM Mobile 4.0 has arrived!
    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…” 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.

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    Infor CRM update 8.4.0.02 now available!
    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 “Incorrect 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 “Add to Forecast” 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 “” at the beginning of the value, example, £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.

    Comments Off on Infor CRM update 8.4.0.02 now available!

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    Breaking News: XBar 1.3.9 has been released!
    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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    Infor CRM v8.4.01 is here!
    June 26th, 2019 by

    Well, it has been long anticipated and the 01 update for Infor CRM v8.4.0 has finally been released! Hooray!

    Here are the features that have been added in this update

    This table lists the features available in each update and indicates the type of update (SNC, Core, or Model) required, as well as any additional pieces required to fully install the feature.

    Application Feature SNC Core Model BOD Pack Infor Ming.le
    8.4.0.01  
    Web Client New Help About box:  In 8.4 and earlier, the Help>About displayed a page in the Web Client online Help that showed the version number. Now that help is hosted separately from the product, the product requires a Help>About box to ensure the accurate version number is available.  x x x
    New Office Profiles Privacy tab allows Administrators to share anonymous usage data with Infor. Selecting this check box is optional. Data gathered will help Infor improve the product.  x x x
    Performance improvement: Inserting and updating GroupStaistics now uses the Hibernate IStatelessSession. x x
    Contour
    Updated Google API key
    About tab provides information about the Contour feature.    		  x x x
    The Do not solicit field on the Contact Detail view is now selected by default. When creating a new contact, the default setting for the “Do Not Solicit” check box is now selected. This change was made to provide a process to support compliance with GDPR. This only applies to new contact records. Settings for the “Do not solicit” check box for contact records for customers in the system prior to upgrading to Infor CRM v8.4.0.1 are not impacted.  x x
    For Back Office implementations:
    Promotion Failure Notifications: When Infor CRM is integrated with a supported ERP system, if an update made by Infor CRM is rejected by the ERP, the user is now notified that the update has failed.
    A Ming.le task can be generated to the user who last worked on the record.
    An email can be sent and the task escalated if it is not assigned or completed.
    Auto cancellation of outstanding task is possible if an attempt is made to sync data.
    These actions do not impact the record itself.    		  x x x
    Two Way Quotes and Sales Orders
    When Infor CRM is integrated with a supported ERP system, Infor CRM Web Client users who are creating a Sales Order will see the Order location defined using the term that matches the location used by the ERP: Warehouse, Site, or Office. Product selections will be based on ERP: Warehouse, Site, Office, or Logical ID.
    In an integrated environment, the Products now includes a location lookup and filtered product lookups.    		  x x x x
    ION Workflow Enhancements
    The following features have been added to support creating new ION
    Workflows:
    Users with appropriate permissions can create new workflows by copying and editing existing workflows.
    New workflows created by copying are automatically given a unique workflow name.
    New workflows are set to inactive and the auto trigger is set to false by default.    		  x  x  x

     

     

    SNC Update 01 for Infor CRM version 8.4 addresses the following issues:
    Defect Description
    -5052 Users cannot open attachments that they should have access to open.
    -5053 In the Mail Merge Email editor, inserted fields with display names that contain extended characters are corrupted.
    -5054 In the Mail Merge Email editor, the subject line does not display extended characters correctly.
    -5063 Notification e-mail sent when ticket ownership assigned to a team sends multiple notification e-mails to only one team member instead of listing each team member’s email address.
    -5441 On the Campaign detail view, after clicking the Launched button, closing the dialog box causes the error “An error occurred executing active form script (System:Campaign Details)” to display.
    -5443 On the Account detail view, Details tab, clicking the Yearly Revenue Find button causes the error “Application uses a value of the wrong type for the current operation” to display.
    -5449 On the Opportunity detail view, the Reseller lookup icon should be the magnifying glass, not an ellipsis.
    -5450 When adding an opportunity from the Contact detail view, the contact in focus is added as the primary contact, but when a second contact is added and marked as primary both contacts are marked as primary. Only one contact can be the primary contact
    -5453 On the Campaigns list view, clicking the Lead Sources column to sort, does not sort the list and causes two error messages to display.
    -5455 On the Standard Problem lookup sorting by the Description column does not sort the list.
    -5460 On the Lead Detail view, selecting Do not E-mail makes the e-mail address field read-only.
    -5466 In the Administrator, in a Chinese environment, the Users view displays corrupt characters when viewing Columns.
    -5467 In a Chinese environment, if a form has the QuickFindShowMore property set in Architect, when a lookup is performed from that view in the Windows client, and the More option is selected, some of the labels display corrupt characters.
    -5473 In the Rename Qualification Category dialog box, an error occurs after clicking Cancel.
    -5504 In a localized environment, when viewing the properties of a template, if the template name contains an umlaut, the Caption text does not display correctly.
    -5506 When editing a resource, the phone number and e-mail address of the user assigned to manage that resource should display.
    -5509 On the Activities view, after selecting Date Range from the drop-down list, switching to another tab causes the Date Range dialog box to reopen.
    -5514 In a Russian environment, on the Literature Requests Management view, selecting Group By Priority from the Groups list results in corrupt characters.
    -5516 In a localized environment, on the Marketing tab, when a response is removed from a campaign, the Status “Removed” is not translated.
    -5519 In a localized environment, on the Assets tab extended characters in the Serial Number are corrupted.
    -5522 In a localized environment, when sending a notes or history record to email there are untranslated strings.
    -5523 In SpeedSearch, sorting the results by Subject, and then clicking the Next button causes the resulting record to display incorrectly.
    -5525 Selecting the last visible item on a scrolling pick list selects the wrong item.
    -5528 In a Russian or Italian environment, the Dashboard Options title is untranslated.
    -5547 The options for Web Action and Web Form should be removed from the Sales Process step creation as that functionality is no longer supported.
    -5556 Attachments on an activity should display on the Attachments tab for an associated contact.
    -5557 In the Saleslogix Setup Assistant License Wizard, clicking Next without adding a license causes the error “Access violation at address 00A32D18 in Module admin.exe. Read of address 00000000” to display.
    -5562 In the Database Manager, the right-click menu on a table record should have the option to Delete Table, not Delete View.
    -5772 Scheduling a follow-up activity with the Carryover Attachments option selected does not carry over the attachments from the original activity.
    -5842 In a Russian environment, a Sales Process Mail Merge Email step with Cyrillic characters in the Subject field will display corrupt characters.
    -5848 The Quick Find lookup does not display a list of recently viewed records as the user begins typing.
    -5858 Exporting a group to a DBASE IV file causes the Windows client to stop responding.
    -5927 On the Notes/History tab, if you right-click and select View History to view a history item with an attachment you cannot open the attachment.
    -5972 On the Activities view, pressing CTRL+ALT+DELETE and closing the Windows dialog box will prompt the user to confirm deletion of the activity.
    -6006 When editing an attachment to select a different file an error occurs.
    -7464 Renamed copies or new versions of existing plug-ins cannot be assigned to users after being released.
    -7622 When using Microsoft Excel x64 the File/Export Group to Excel menu option does not respond and there are no errors in the Windows Event Viewer.
    -8224 The Sales Dashboard displays an error and fails to open if an activity’s priority contains any spaces.
    -8342 In a Multi-Currency environment, selecting the My Currency option on Opportunity Statistics causes an error.
    -10197 In a Russian environment, on the Contact detail view, after selecting a Title when the Edit Name dialog box is reopened, the Title is empty.
    -10676 If an attachment file name contains multiple periods, the Description is truncated.
    -10835 Using the Replace Data Wizard with certain group conditions returns errors.
    Web Core Update 01 for Infor CRM version 8.4 addresses the following issues:
    -5030 When saving long URLs as Attachments, an SDATA error occurs.
    -5200 On the Dashboard, the Administrator should be able to delete a dashboard shared by a user.
    -5578 On the Campaign detail view, changing the Lead Source should prompt for unsaved data.
    -5582 In a localized environment, on the Security Manager Profiles tab the Description is untranslated.
    -6921 Custom Standard ID fields should not allow the Can BulkUpdate option to be selected.
    -7143 On the Campaign detail view Targets tab, selecting or clearing the Initial check boxes, and then navigating to the next or previous campaign should prompt for
    -7255 In an environment with UK regional settings, the date format is incorrectly converted to US date format in Query Builder.
    -7505 in Application Architect, changing the layout of a group with two filters with same field name, such as Account.SubType and Contact.SubType, causes the values
    -7515 Adding an Account Manager’s name to a mail merge template causes the error “OnRequestFormat (fmtUser)”
    -7791 Unable to attach a file with a “+” in the file name.
    -7817 Viewing the Print View version of a smart part when a secured-action-restricted button is included in the main form causes the error “Error CS0103: The name [
    -8370 Under some circumstances the updated data prompt does not appear when there are unsaved changes.
    -8757 Opening a group and pressing the Delete key hides the group.
    -8921 The SOURCEDATE is shown in UTC/GMT instead of local time.
    -8923 When scheduling an activity from a Sales process the start date is yesterday’s date, not current date.
    -10856 Expired passwords cannot be changed on the User detail view.
    -11996 In an Internet Explorer environment, on a custom text field the word wrap does not function properly.
    -12298 Grids based on HQL mashups with a formula in the select statement do not display data.
    -12966 The Application Architect Quickform Details view does not save changes to the Owner Type Properties.
    -13185 The SalesLogix Job Service frequently has an error in the EventViewer.
    -13232 Bundled entities do not carry over Properties changes.
    -13265 After adding several combo boxes to a Quick form and building and deploying, when a user logs in, only the first combo box has the correct column span.
    -13335 In an Internet Explorer browser, scrollbars on dashboard widgets drag entire widget container upon click release.
    -13383 After promoting a group to the dashboard, hovering over the widget displays the move pointer icon.
    -13951 On the Users List view, the Lookup button does not work.
    -14140 Saving a newly created Contact/Account causes the error message “When saving a contact, an Account entity was expected but was not found.” to display.
    -14160 The Submit to Speedsearch default option is ignored when set to True.
    -14187 When using the Internet Explorer browser, if a user clicks the Account detail view Web URL WWW icon the browser window that opens cannot be maximized.
    -14747 Intermittent skipping of records when navigating between Account Detail pages.
    -15587 Clicking View Group on the Welcome page My Notes’ pane displays an error.
    -15835 Computers with touch screen displays are unable to see the complete Customer Portal client.
    -15881 In a localized environment, the Job Manager Run/Schedule Job dialog box contains untranslated strings.
    -16137 Request to fetch hidden fiLTer does not encode the key value.
    -16236 In the Group Manager, Groups tab the Modify Date and Shared Date in the lower details pane is different than the values in the list for a selected record.
    -16305 In an environment with Deutsch (Schweiz) [de-ch regional settings, on the Account detail view, Literature Requests tab, the Request Date should be in the dd.
    -16310 In a Thai environment, dates and times must be consistent for both Gregorian and Buddhist calendars.
    -16341 In a Thai environment, when adding a user, the page title is truncated.
    -16622 The default values for the Activity Regarding and Category are ignored.
    -16644 After adding a Timed activity to a ticket, the value is not added in the Total Hours in the Contract Tickets Total Hours column. The Total Labor shows an agg
    -16715 Filters on All Open tab for Activities do not return records as expected.
    -16852 The Opportunity Statistics report always shows currency values in USD.
    -16871 In Application Architect, adding a column in the Addresses Form displays the error “An item with the same key has already been added.
    -16894 Incomplete or No Cache-control and Pragma HTTP Header Set
    -17029 On the Quote Detail view, clicking Generate Proposal, the wrong error message displays.
    -17069 A string User lookup in a tabbed workspace does not refresh on next record.
    -17628 The Default address picklist value “Office” is not an actual picklist item.
    -17752 Setting a default picklist item does not have any effect.
    -17757 On the Dashboard, My Notes widget, the View Link is not linked to a valid page.
    -17842 Running Web Reports against ticket or defect ad-hoc groups causes an “Unknown error in response to an HTTP request” error.
    -18138 There is no primary email available when selecting E-mail on Import History.
    -18171 In a Chinese environment, the ‘unsaved data’ message is truncated.
    -18443 Unable to manually enter a time when for scheduling reports.
    -18502 In an English(UK) environment with US regional settings, manual changes to Date fields are lost upon leaving the field.
    -18536 Adding an attachment to a custom entity does not allow other users to view or access the attachment, only the user who added the attachment and the ADMIN can
    -18547 When using Internet Explorer as the browser, on an activity, the Compare button to compare time zones does not work.
    -18589 History by Contact report should only show history data if the record has an associated CONTACTID.
    -18611 On the Contact and Opportunity detail views check boxes are not aligned correctly.
    -18634 Picklist column value formats do not work when picklist data is not in the browser’s application local storage when the page loads.
    -18749 During a failed logon attempt the username and password are exposed in clear text in the event log.
    -18928 When adding a Lookup type filter in the Entity Manager, the filter is created with the “In Dashboard” property selected by default, it should be cleared by d
    -18962 In the Account detail view, an error may occur if the Web URL field is greater than 60 characters.
    -18976 After qualifying a lead, the timestamps are wrong for each completed qualification in the Notes/History.
    -18988 The word “received” is misspelled in multiple strings.
    -19019 When the Meeting Category Codes picklist is modified in Picklist manager to be a required entry, the required flag is ignored.
    -19046 UserInfo strings should not be translated.
    -19074 When a group is filtered, the record count is incorrect.
    -19080 Date based filters with type-ahead display errors because they start processing before the entire date is typed.
    -19097 “contact” should be “Contact” in the string “<value>contact {0} in opportunity {1} does not have a defined SalesRole. It is required to synchronize with Mark
    -19098 The string “<value>Cookie IonApiAuth is Null or Empty.</value>” should be “<value>The IonApiAuth cookie is Null or Empty.</value>”
    -19105 When completing an activity from the calendar or activity list view an Event Log error occurs.
    -19117 Update the string ‘Eq Api’ to ‘EQ API’.
    -19118 The Source Text for the Grid_EmailColumn_Description reference to Phone control should be replaced with “E-Mail”.
    -19119 ‘Change Set’ should be changed to “changeset”.
    -19120 Change the string “fully type qualified name” to “fully qualified type name”.
    -19129 Remove ‘at’ abbreviations from activity strings.
    -19135 In a Russian environment, if a group column Caption is edited to contain Cyrillic characters the characters are corrupted upon saving the group.
    -19140 After editing a record in a detail tab, the tab column headers disappear.
    -19142 The help topic for “Adding or Editing a Custom Product” was updated.
    -19165 If a validation exception occurs in the business rules, some fields are cleared.
    -19185 In a localized environment, the My Pipeline group in Opportunities and the My Pipeline widget on the Welcome page are not formatting dates correctly.
    -19189 The Account Owner drop-down should not include Department as an option.
    -19213 If a user schedules an activity with a different user as the Leader and then edits the activity an event log error occurs.
    -19289 The Ticket Status filter does not show any filter items.
    -19290 The Defect Status filter does not show any filter items.
    -19322 Exported CSV files are not using commas as the delimiter.
    -19324 After editing an ION Workflow condition Attributes and closing the dialog box without first clicking out of the drop-down list, the list continues to display
    -19325 In a localized environment, the Literature Requests management list view date columns do not use regional formats.
    -19337 On the Task Manager, Definitions tab, ‘Import task’ and Description are in the wrong order.
    -19341 In a localized environment, in the Job Manager Definitions tab, when trying to create an ad hoc group an error containing untranslated strings displays.
    -19344 In a localized environment, the Check for Duplicates detail view contains untranslated strings.
    -19350 In a Chinese environment, in the Literature Requests management list view, the date columns are not formatted correctly.
    -19355 When manually cycling the Crystal Reports job, the following message displays “The job service is currently not available.”
    -19363 In Query Builder when changing the operator on a date field from “equals” to “contains” or “does not Contain” data, the Value field does not clear.
    -19370 In the Application Architect Action Item Designer, changes to the height settings are ignored.
    -19386 Range filters do not display records with a value that falls between ranges.
    -19427 Pre-filters added to custom lookups do not work. All the results for the Lookup are returned and no filtering takes place.
    -19438 In Application Architect, the Insert Records action fails if another Insert Action for same table already exists.
    -19471 Adding a Remote Office license causes main office and remote office group records to be inaccessible.
    -19476 Attempting to save a new account and contact without entering the required information causes the expected validation warnings, but even after adding the req
    -19527 In the Application Architect, when applying a bundle file, types that can be removed should be identified.
    -19546 On the User detail view, changes to the Username field do not save, but changes made in the Edit User view save as expected.
    -19547 When an opportunity is associated with a quote and that opportunity is deleted, associating a different opportunity displays the error ‘No Row with the given
    -19567 In a Microsoft Surface Pro 4 environment Customer Portal fails to load.
    -19570 Marketo is now supported on Oracle.
    -19576 In a group, when Return Distinct Rows is set to True, Group Total Records does not Match Filter Count Total.
    -19585 If an Infor CRM account is lower case, and the record is published to Visual, Visual returns the record as upper case which Infor CRM processes as a separate
    -19599 In a Windows 7 environment with an Internet Explorer browser, clicking a scroll bar arrow may cause Dashboard widgets to become no longer docked and may caus
    -19637 Changing the Account Manager for an account does not update the account manager for any associated contacts.
    -19648 (ICBOE) Attempting to accept an AcknowledgeCustomerPartyMaster BOD fails if the ErpExtId is mapped to more than one entity and the wrong entity is selected f
    -19677 When attempting to export all account records, a job service error occurs.
    -19683 Add validation method for the path when previewing files in SpeedSearch, generating Crystal reports or in the SLX Reporting Assistant parameter editor form.
    -19694 When adding a new account; clicking save more than once results in more than one new account record.
    -19699 In an Oracle database, any group that contains the ticketassign list condition fails.
    -19711 Fix injection vulnerability in Regex expressions with variables.
    -19717 An error in code snippet is redirected to the Local Files system instead of the form.
    -19720 Fix Injection vulnerability in XPath SelectSingleNode.
    -19762 (ICBOE) The BOE DBManager class does not close or dispose of database connections.
    -19771 Mail Merge fails with the error “The result for 1 queries was expected, but no data was returned…”
    -19775 After disabling the Back Office integration, the “Promote” link should be disabled for users and roles.
    -19776 The info message that appears after promoting a user or role should be “The User, “User Name”, was successfully submitted for promotion” for user and “The Ro
    -19805 In Application Architect, when installing a bundle, under certain circumstances there are issues with table insertion of records. The issue occurs without er
    -19808 Help link on Office Hours tab opens to error.
    -19810 Context-sensitive help for Infor CRM v8.4 Web Client is broken.
    -19811 Update the context-sensitive help link in the Infor CRM v8.4.0.1 Customer Portal.
    -19812 Update the context-sensitive help link in the Infor CRM v8.4.0.1 Web Client.
    -19814 (ICBOE) Sales order and quote records are promoted automatically when an associated product is deleted from the record.
    -19816 Updating account addresses and accepting the prompt to update associated contacts fails to update the associated contact addresses..
    -19820 The Quote Generate Proposal secured action is misspelled GeneratePropasal.
    -19831 Filters can be added to a group even if the associated fields are not present in the layout.
    -19912 SQL injection security issue.
    -19914 (ICBOE) The BODFieldMapping and BODMapping query results are not cached which may lead to poor performance.
    -19930 The Infor CRM Web Client does not set AccountSummary.ParentID field like the Windows Client does.
    -19936 Reading the values from Request(QueryString, Requst.params) and sending to clientside via RegisterClientScript call causes an xss security error.
    -19952 In the Infor CRM Web Client General Options help topic, step 19 for “Use Active Reporting” should be removed.
    -19963 SQL injection security issue.
    -20033 Mail Merge must be compatible with the Microsoft Store version of Microsoft Outlook.
    -20065 Running any opportunity report with a date range condition causes the error “There was an unknown error in response to an HTTP request.”. If you look it up i
    -20067 The contact Suffix field is blank if the Suffix was added when the contact was created.
    -20070 In a Russian environment, Cyrillic characters display as symbols.
    -20097 When the Display List view check boxes option is selected any groups changed to display in Summary view will not revert to List view.
    -20130 The Recently Viewed list does not display recently viewed records until the browser is refreshed.
    -20169 Multi-select picklists require two clicks on the ellipses icon to show the available values.
    -20190 Running the Open Opportunity by Account report with a date range condition causes the error “There was an unknown error in response to an HTTP request.”.
    -20197 (ICBOE) An OutOfMemoryException may occur in Saleslogix.Integration.BOE.Jobs.Message.ItemMasterHandler.GetUOMConversionsList ().  -20221 Processing CustomerP
    -20229 If a contact’s work phone number is blank, the Send To Word feature in the Notes/History tab creates the document, but is truncated after Contact Phone.
    -20246 To improve performance, use the NHibernate IStatelessSession when inserting/updating GroupStatistics.
    -20253 Some of the countries in the Countries view are lowercase and should start with an uppercase letter.
    -20298 When adding or editing an opportunity, typing an Estimated Close Date does not save upon leaving the field.
    -20299 When a lead is converted to a contact and account, the Import Source is not carried over.
    -20302 If a new multi-regional picklist is added with a Filter value, the Filter value of all other picklists is changed to the new value.
    -20308 In localized environment, in Application Architect, Cyrillic characters in an entity’s Display Name cause an error.
    -20318 (ICBOE) In a Visual integrated environment, when the Inbound CustomerPartyMaster BOD is processed by the ICRM Job Service it is not setting the default value
    -20336 In an environment with restricted bandwidth, when uploading an attachment file, after the progress bar has reached 100%, an alert titled “undefined” appears
    -20339 When a Standard user and the admin use the same browser session, if the admin creates a new team, then the user will see blank fields in any new account crea
    -20352 (ICBOE) In an integrated environment, BODs generated from Workflows do not include Unicode data.
    -20357 When using the Add Members and Resources lookup for Activity Availability an incorrect number of results is returned.
    -20453 (ICBOE) Running the Master Consolidation conversion on a large database may result in a database deadlock.
    -20457 When running the CreateUnicodeDB, The ALTER TABLE statement becomes part of the trigger implementation after the conversion. this ALTER TRIGGER statement get
    -20459 A database deadlock may occur when the Account.OnBeforeUpdate() business rule method is called. The Account.OnBeforeUpdate() method should not call account.A
    -20460 A database deadlock may occur when an Address is added or updated because other Address methods each create their own new ISession and Flush() the changes.
    -20465 After rolling over an activity, the start date that displays on the Activities list is two days earlier, but when the activity is opened it is shows the prev
    -20468 Changing an account owner does not update the SECCODEID on any associated tickets.
    -20482 (ICBOE) If a BOD cannot locate the BaseUOMCode for a product the error “System.ArgumentException: An item with the same key has already been added” displays.
    -20483 (ICBOE) If a BOD includes multiple product entries with the same Product.ErpUniqueId the error “System.ArgumentNullException: Value cannot be null” displays.
    -20484 (ICBOE) The error “System.Collections.Generic.KeyNotFoundException: The given key was not present in the dictionary” occurs in SaveOrUpdateEntity() if Evict(
    -20485 (ICBOE) A database deadlock may occur when deleting SYSBODOutOfOrderRef records using a large IN clause.
    -20486 (ICBOE) If the entity associated with a SYSBODOutOfOrderRef record has been deleted from the database A NullReferenceException error will occur.
    -20487 (ICBOE) Logged events should record the MessageId (C_ID) when possible.
    -20488 (ICBOE) If the XPath is invalid an XPathException error may occur in BodDataArea.SelectSingleNode() .
    -20518 The Saleslogix.Integration.BOE.Jobs.Database.DBManager class does not close or dispose of database connections.
    -20522 If a sales process step is completed after 5PM, the Completed Date displays the next day’s date.
    -20524 Viewing Opportunity Statistics for a group with a filter based on Estimated Close causes an error to display.
    -20527 With some regional settings, dates manually typed instead of selected from the calendar are not saved.
    -20533 In the Application Architect, using External Assemblies causes errors to occur.
    -20535 Custom business rules and event steps may become uneditable.
    -20570 Custom business rules may become corrupt and therefore cannot be opened or edited.
    -20572 Adding attachments to a custom entity allows only the user who added the attachment and the ADMIN to view the attachment in the Attachments list.
    -20574 (ICBOE) A quote proposal created for an account with associated bill to and ship to records does not include the bill to and ship to information.
    -20633 If a user does not have permission to view a user, the message should indicate that the user does not have permission to view the user.
    -20634 Using the CreateUnicodeDB to convert a database will fail if the database contains any invalid views.
    -20660 The error “Sage.SalesLogix.Web.SessionCookieManagerModule – XSRF Attack Detected!” may occur in Event Viewer if a user tries to sign in with the wrong passwo
    -20707 After adding a custom filter to Opportunities the filter can be applied or cleared as normal, however opening an opportunity from the group that uses the cus
    -20725 If an email address contains a special character, such as an apostrophe or umlaut, when the email address is clicked to open an email message in Gmail or Mic
    -20727 User names with apostrophes should be supported.
    -20750 (ICBOE) New users replicated from Ming.le are not created in Infor CRM, because the Sync.SecurityUserMaster BOD is ignored and left in the IOBOX with a statu
    -20783 On the Ticket Detail view, after making a change without saving the record, clicking the Ticket Find button to search for tickets does not return any results
    -20794 When opening an activity from a sales process, the title does not include the activity type, only the Regarding value.
    -20826 On the Activities list view, selecting multiple activities to Complete and selecting the “Individually” option at the prompt, only one activity is opened to
    -20837 Selecting a filter for a group in a list view, causes incorrect counts to display for other filters.
    -20839 Opening, closing, and reopening a lookup causes a vertical scroll bar to appear in the Lookup screen.
    -20886 On the Sales Order and Quote detail views, he Bill To and Ship To tabs should display even on non-integrated environments.
    -20888 In a Russian environment, the Add Condition button on a lookup may not be aligned correctly.
    -20896 The Sales Order and Quote detail view snapshots do not reflect product totals correctly if they are less than 0.
    -20956 Workflows are not triggering because the CRM ProcessWorkFlow BOD is not generated.
    -20977 In the Architect, adding line breaks to a calculated field prevents all calculated fields displaying in the Web Client
    -20983 After enabling X-Content-Type-Options (nosniff) some. png images no longer display.
    -21022 Creating a mashup in Application Architect and using a substring in the query causes all column headings to change to Value1, Value2, and so on.
    -21024 On the Opportunity detail view Sales Processes tab, clicking an activity link does not open the activity window.
    -21037 Viewing the Dashboard, then navigating to a list view, and returning to the Dashboard may cause any funnel widgets to display incorrectly.
    -21059 (CPQ only) If CPQ is enabled and the configuration group is defined, all fields in configuration tab are disabled preventing users from making the product co
    -21069 Creating an activity for an opportunity and an unrelated account replaces the unrelated account with the account for the selected opportunity when saved.
    -21074 There is no email validation on emails, allowing invalid emails to be saved.
    -21078 Changing the contact on an activity appears to leave the account as the previous value, but changes the account to the new contact’s account upon saving.
    -21080 The Account Detail report right hand margin is off the page which causes several fields to be truncated.
    -21140 On the Dashboard, the Groups list widget for a quotes groups does not display any records.
    -21161 In the Query Builder, on the Conditions tab, selecting Opportunity.Status and using the Browse button to select a value causes an error.
    -21173 On the Quotes list view the All Quotes group may load slowly, due to the queries being run in the background.
    -21199 When a change is made to an account, if the user tries to navigate to another account using the Group List the Account detail view will not refresh correctly
    -21205 (ICBOE) In a CSI environment, the sales order product unit price is being rounded up when calculating the Extended Price (Base) causing the value to be incor
    -21211 (ICBOE) In a CSI environment, the invoice product unit price is being rounded up incorrectly.
    -21232 If a user with the Team Owner Profile updates the Account Owner field to be the same Team that they own, an error is thrown.
    -21262 The Memcached UDP Amplification Attach needs to be upgraded to a more recent version.
    -21263 In a Windows 10 environment with an Internet Explorer 11 browser, in Mail Merge, the call to QueryInterface for IID_IWebBrowser2 may fail.
    -21299 The LOGINATTEMPTS does reset to 0 once a user successfully signs on or the Lock timeout limit expires.
    -21338 If the CORS module is configured in the SData portal, the CORS headers are only sent with the preflight OPTIONS request. Since the CORS headers are not prese
    -21413 When editing an address, updating the country code does not update the country code in the database.
    -21462 Update Quartz.NET with fixes associated with blocked jobs.
    -21487 In Xbar, on a Contact, selecting the All Open ticket group does not display any tickets for that contact.
     -4440  Stages picklist on Sales Process tab is null.
    Web Model Update 01 for Infor CRM version 8.4 addresses the following issues:
    Defect Description
    -5148 In the Campaign Summary view, the Targets and Responses lists are empty,
    -5555 Pressing the ESC key to close a dialog box opened from a tab, switching to a different tab, and then opening another dialog box causes an error.
    -5806 When dragging or dropping a file attachment to a recurring meeting, the error “The data in one or more fields has exceeded its limit. HTTP status: Internal Server Error (500)” occurs.
    -5821 On the Opportunity detail view Products tab, after deleting a product, when editing remaining products in the grid the adjusted price and quantity do not display any data.
    -5834 In the Edit Product dialog box, after editing the price, the Adjusted Price value is calculated incorrectly upon tabbing into another field.
    -5924 When editing a product, editing the Adjusted Price (User) instead of the Adjusted Price (Base) causes incorrect price conversion.
    -5928 In the Tickets list view, the date field shows a date 1 day later than the actual date.
    -5956 On the Campaign detail view, when updating a selected target to add a response, clicking the Lead Source find button does not return any records.
    -5959 When adding an opportunity, removing more than one product causes the Web Client to stop responding.
    -5968 When editing a product, after editing the Adjusted Price (User) value, the value entered is doubled upon leaving the field, which also affects the calculatedAdjusted Price (Base).
    -5992 “An item with the same key has already been added” error occurs when user closes the form by pressing ESC key.
    -6005 When copying sales order details to an e-mail, duplicate contact email addresses are added to the To: field.
    -6070 On the Defect detail view, when adding a return or ticket that is already associated with the defect, an error occurs.
    -6072 When deleting a defect task, an error occurs.
    -7073 Text fields added in the Form Designer cannot be populated or edited by users.
    -7928 Web Client Library does not display more than 200 folders in the Library.
    -8056 User Tasks on the Users list view are not accessible to users that are assigned to the Admin role.
    -8131 When emailing the details of a ticket, the My Manager field does not display the signed in user’s defined manager.
    -8226 A ticket activity end time can be earlier than the start time
    -10117 The Dashboard funnel widget fails to load opportunity data if the opportunity is associated with a custom sales process.
    -10207 If auditing is enabled on TicketSolution or TicketProblem entities, upon updating a ticket’s Resolution field, the error ‘”Unable to cast object of type ‘Sage.Saleslogix.Entities.TicketSolution’ to type ‘Sage.Entity.Interfaces.ITicket'” occurs.
    -10772 Importing Leads does not populate the Address Type field even when the Address Type field is mapped to a field in the import file.
    -11054 Fulfilling a literature request results in the error ‘There was an unexpected error in ExecuteMaiMerge(). There was an Unexpected error. Type mismatch. Details: name=TypeError; number=2146828275’.
    -12783 Cannot clear and select Case Sensitive Compare checkbox in the assign condition form.
    -13028 When adding an account and contact, braces ‘{}’ are inserted around the entity ID which causes a 404 error.
    -13464 On the Campaign detail view Targets tab, clicking Refresh displays the “unsaved data” message.
    -16131 On the Contact detail view, Addresses tab, the Edit Contact Address Description drop-down list only has one option.
    -16674 On the Ticket detail view, Ticket Activity tab, the Type and Public columns represent the value of Internal or Customer but in the Ticket Activity grid those columns show the ID values instead of the text values.
    -16824 On the Contact detail view, unsaved changes to check boxes do not produce the unsaved data prompt.
    -17068 The Office Profile, Groups tab is missing the Save button.
    -17071 Using a comma in Area / Category / Issue causes everything after the comma to not display.
    -17298 When a SpeedSearch query returns attachments or Library files that are stored in a different domain, a “Page not Found” error displays.
    -17995 An opportunity should not be moved to a different account.
    -18137 On the Import History details view, the Detail Report common task should be removed.
    -18234 Some Administrative roles with View access allow edits to be made.
    -18438 In a German environment, in Query Builder Boolean field format results are not translated.
    -18490 When resolving duplicate accounts, on the Merge Contacts page if contacts are not merged, the “Next” button finalizes the merge, there is no other page. There should be an additional page with a Merge button as there is when contacts are merged.
    -18755 Editing Picklists in Web Client creates duplicate picklist items.
    -18987 The word “occurred” is misspelled in multiple strings.
    -19007 Unable to schedule an activity on the Contour Account Search view if the Account has double quotes in its name.
    -19026 In the web resource file, the string value should be ION Workflow Name.
    -19076 When inserting an opportunity, if the account is changed, then the Opportunity Description no longer displays.
    -19101 The string <value>Invalid value for required of type</value> should be <value>An invalid value was provided for one of the supplied parameters</value>.
    -19104 Incorrect source text: “Lead has Clicked out the {{Subject}} Link.”
    -19123 Update strings with “Sales Insights” to “Sales Insight”.
    -19124 Update string with “Create By” to “Created By”.
    -19158 (ICBOE) On the Back Office detail view, Custom Price Services tab columns do not sort.
    -19206 In a localized environment, the Marketo Leads list view contains untranslated strings.
    -19215 If a contract is copied, any changes made to the copied record revert to the values of the original contract.
    -19224 When viewing the Insert Product dialog, the Product Variant label is not formatted correctly.
    -19261 (ICBOE) When editing an Account Entity, the title of the dialog box should be “Edit Back Office Accounting Entity”.
    -19267 On the Add Custom Product dialog box, the Pricing fields are not tab enabled.
    -19276 In Options, on the User Profile tab, changing the Language Selection should automatically update the Regional Format to a matching region.
    -19330 The Return detail view date fields in the right column are missing labels.
    -19331 On the Return Ship to Details view, the Special Instructions field is too small for data. Selecting the User Date Stamp option fills the entire dialog box is filled making it impossible to view other information entered.
    -19423 The Meeting Regarding picklist contains duplicate items.
    -19431 The Quote detail view, Add Products lookup does not include packages.
    -19435 Users created in the Windows Administrator do not have access to default groups.
    -19437 In a localized environment, the Marketo Leads list view contains an untranslated column heading.
    -19442 In the Contract detail view, the tooltips for the Save and Delete buttons display “Contract Details” instead of “Save” and “Delete”.
    -19508 Unable to add products to opportunities when using Internet Explorer 11.
    -19551 In the ION workflow integration edit condition form, Unicode Text fields are not being listed in the entity attribute field.
    -19558 In the Offline Web Client Tools, Options, General tab, the “Use Active Reporting (requires ActiveX and Crystal Runtime)” check box is no longer needed and should be removed.
    -19566 Unable to add users when there are mismatched values between the APPID column of USERINTEGRATIONMAP and the APPID column of the APPIDMAPPING table.
    -19610 In the Account Hierarchy dialog box, sorting the Account column on the Opportunity tab throws an exception with the following details in the event log: “message”: “could not resolve property: AccountName of: Sage.SalesLogix.Entities.Opportunity.”,”source”: “NHibernate.Persister.Entity.AbstractPropertyMapping, NHibernate, Version=3.3.1.4000, culture=neutral, PublicKeyToken=aa95f207798dfdb4″,”type”: “NHibernate.QueryException”.
    -19636 The More tabs tab should not be available on the ION Work Flow view.
    -19662 On the Opportunity detail view Sales Processes tab the Sales Process drop-down list is empty when loading the form.
    -19671 (ICBOE) If a quote contains more than 700 line items, duplicate BODs are created.
    -19692 In a multi-currency environment the What’s New Opportunities tab shows currency for the Language selected at sign in, not the opportunity currency.
    -19761 In the Entity Manager, the Filters and Metrics tabs labels are missing.
    -19800 On the Back Office Integration detail view, Back Offices tab the grid cannot be sorted byVersion.
    -19927 In a Visual integrated environment, changing the Account Manager on a contact or account sets the Account Manager to Administrator.
    -19937 Update the “Viewing Quote ERP Details Tab” help topic with information for Quote Location.
    -19999 In the Check for Duplicates Search Options step, the Type section no longer has a Contacts option.
    -20009 In the Quote Detail View, remove the Total and Description fields.
    -20084 On the Quote or Sales Order detail view Products tab, Add Custom Product does not add a product.
    -20092 On the Quote detail view, clicking the E-mail link causes the error message “No primary email available.” to display.
    -20101 In the Contacts list view, the contact’s Birthdate displays 1 day later than the birthdate in the Contact detail view Details tab.
    -20103 The SlxClient portal web.config file is missing the section for setting the Max attachment size.
    -20126 In an Oracle environment, selecting the Override the Hosted Help option, adding a new URL and saving the changes causes the error “Infor CRM Error Id: SLXC3E4E5BF8C070888 ” to display.
    -20133 When editing a product from the Quote detail view Products tab, the Edit Product dialog box display size is too large.
    -20142 In the Add or Edit Picklist dialog box, entering special characters in the Name filed and then clicking OK or Cancel causes an error to display.
    -20177 When exporting to Microsoft Excel, web string is not recognized as a valid DateTime.
    -20191 Not-null property references a null or transient value when saving a Ticket.
    -20207 On the Defects list view, some filters do not list any items.
    -20211 Customer Portal sign in screen shows the wrong copyright year.
    -20287 In a Dutch (European-Asian) environment, the Invoices list view Open group, the Status contains untranslated values and the currency columns display decimals incorrectly.
    -20288 In a Dutch (European-Asian) environment, the Receivables list view, All Receivables group, the Status contains untranslated values and the currency olumns display decimals incorrectly.
    -20322 (ICBOE) In an integrated environment, when merging an account created in an ERP with an account created in Infor CRM, an exception error occurs.
    -20364 Users allowed “view” permissions to an administrative action should not be able to make any edits.
    -20435 Updating an open opportunity to either Closed-Won or Closed-Lost, increases the Est. Close date by one day and sets the Actual Date to the day before the date the opportunity was closed.
    -20456 (ICBOE) Records can be inserted by Back Office extension that allow data with unsafe request form validation characters, causing an Unsafe request pop up message when the record is opened.
    -20499 On the Opportunity Sales Process tab the Sales Process and Stages lists do not populate when a sales process is selected in some cases.
    -20555 If a lead pushed from Marketo is skipped a SQL exception occurs.
    -20591 After updating an account address from the Addresses tab, the Update Matching Contacts Address dialog box may be blank.
    -20632 In an Internet Explorer 11 environment, you cannot add products to an opportunity.
    -20673 When a group is shared, upon reopening the Share Group dialog box the list is blank.
    -20820 On the Quotes Detail view, Products tab, sorting on the Description column causes the list of products to become empty until another column is selected.
    -20897 Unable to update the Exchange Rate provider URL in the provider configuration field which is required in order to successfully fetch exchange rates from third party provider fixer.io.
    -21046 When performing a Check for Duplicates, the “Finding duplicates please wait” dialog does not update the number of records completed as they are completed.
    -21101 Selecting a picklist item to delete, but canceling the deletion when prompted, still deletes the picklist item.
    -21131 It may take a long time to display a large list of users.
    -21187 After creating a new opportunity, a sales process cannot be selected from the Sales Processes tab until the opportunity has been edited.
    -21362 In a Multi-Currency environment, changing an opportunity product Price Level calculates the incorrect Opportunity Adjusted Price.
    -21450 Exporting a group with 2 or more of the same column in the layout causes the error “An error occurred requesting job manager. Field is a column or row field. Can’t add it to the PageFields collection.”
    -21679 The Campaign Name and Campaign Description fields should have a field length of 255 characters.

     

    Breaking Changes
    This update contains changes to the Sage.Platform.dll 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.

     

    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.

    http://www.simplesoft.net/blog/wp-content/uploads/2012/11/SS-Border.png

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

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    Infor CRM Web Client online help is displaying a 404 error
    February 6th, 2018 by

    Hello everyone,
    If you’ve been trying to reach Infor’s help documents from your web browser and have been receiving a 404 error:  Error accessing online help in the web client

    Infor did announce this with a Product Advisory Report early this week. This was caused from a change in the name of the Infor server that hosts Infor CRM Online help. This will cause a 404 error when users click the help button to access context sensitive help. To address this, manually edit the URL used by your instance of Infor CRM Web Client.

    This has affected Infor CRM versions 8.3 – 8.4 in environments that access help by Infor CRM.

    Here is how to update the URL.  Please contact Simplesoft if you would like assistance with this update or are unsure of your current version of CRM.

    To edit the name of the server in the online help :

    1. Sign in to your Infor CRM Web Client as Administrator user.
    2. Expand Administration> Office Profiles in the left navigation.
    3. In the Office Profiles List view, select your office.
    4. In the Office Detail view, click the Help tab.
    5. In the Infor CRM Web Client pane, Check the Override Hosted Help check box.
    6. In the Help URL field, edit the help url as follows:
    Version of Infor CRM Replace this URL With this URL
    Infor CRM v8.4 http://docs.infor.com/crm/8.4.x/ https://docs-classic.infor.com/crm/8.4.x/
    Infor CRM v8.3.0.9 http://docs.infor.com/crm/8.3.x/ https://docs-classic.infor.com/crm/8.3.x/
    Infor CRM versions 8.3.0.7 or 8.3.0.8 with KB 1941296 applied to modify the appConfig file http://docs.infor.com/crm/8.3.x/ https://docs-classic.infor.com/crm/8.3.x/
    Infor CRM versions 8.3.0.7 or 8.3.0.8 without KB 1941296 applied to modify the appConfig file http://docs.infor.com/crm/8.3/ https://docs-classic.infor.com/crm/8.3/
    Infor CRM versions 8.3 through 8.3.0.6 http://docs.infor.com/crm/8.3/ https://docs-classic.infor.com/crm/8.3/

     

      1. If your implementation uses Customer Portal, in the Infor CRM Customer portal pane, select the Override Hosted Help check box..
      2. In the Help URL field, edit the help url as follows:
      3. Click Save.
    Version of Infor CRM Replace this URL With this URL
    Infor CRM v8.4

     

    		 http://docs.infor.com/crm/8.4.x/ https://docs-classic.infor.com/crm/8.4.x/
    Infor CRM v8.3 through 8.3.0.9 http://docs.infor.com/crm/8.3/ https://docs-classic.infor.com/crm/8.3/

    Note:
    Changing “http:” to “https:” is recommended to avoid a security page error displaying to your users. It is still possible to access the help system if your organization request that https is not used.

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    Infor Contour for Infor CRM v8.3.0.04 and Higher
    August 17th, 2017 by

    What is Infor Contour?

    As Teri said in her blog titled, “Infor v8.3.0 Update 05 – This one packs a Wallop“, Contour integration provides the ability to map contact and account addresses in order to vastly improve vicinity-related scheduling.   You also have the ability to add places that are not contacts or accounts, such as a hotel or airport.

    • Contour is only available in Infor 8.3.0 update 04 or later and it is a free feature.
    • It geo-codes all the addresses of your accounts in Infor CRM.
    • Once implemented, you navigate to “Places” in your left-hand side sales navigation of the web client. This is where the ‘FROM’ directions can be stored, such as your home or office address, this will be useful when you plan visits to accounts and need directions to get there. It is also possible to use a temporary position as needed.

     
    (Click on image to view larger)

    • If you open the detail view for a specific “account“, notice you now have an option towards the bottom right-hand corner that says “Show on map“. This will allow you to see exactly where that account’s address is on a map and from there you can get generate directions.


    (Click on image to view larger)

    • Also, if you click on the “Tools” tab in the top toolbar pane, you can select “Contour distance search“.  In this section you will be able to define an area and map all accounts that are within that area. For example, say you are traveling from your office to Dayton OH and you want to plan visits to all the companies in that city, this tool will show you where they are and even create a logical path for you to take to visit them all.


    (Click on image to view larger)


    (Click on image to view larger)

    • This functionality is also available in the mobile client.

    Contour for Infor CRM is a mapping tool built right into the application.  Sales and support visits can now be scheduled with vicinity-related accuracy to better utilize your business resources and increase coverage availability.  Contour does rely on Bing and Google API accounts for the trip mapping and some cost can be accrued for the ‘calls’ to the API, but there is a free level of API from both providers that will allow you to test the system functionality.  Additional plans for increased usage can be purchased directly from each provider and they are based on transaction rates.  Google API information HERE and Bing API information HERE

    Here is a step by step guide to implement in Infor CRM  :  Infor Contour

    If you would like to have a demo or get more information on the Contour feature, please let us know and we will be glad to help.

    ***

    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.

    http://www.simplesoft.net/blog/wp-content/uploads/2012/11/SS-Border.png

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

    Comments Off on Infor Contour for Infor CRM v8.3.0.04 and Higher

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