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January 23rd, 2020 by Jessica Wert
Here are a few tips for installing Infor CRM Xbar into Outlook with Windows 10. If you miss these items it’s likely that Xbar won’t install properly and cause errors to occur. First, UAC must be off. For Windows 10 this includes a registry setting at : HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\System. Set EnableLUA to ‘0’ and reboot machine. Note: the User must be a local admin on the PC. After you have downloaded the Xbar install file be sure to unblock it. Right-click the file and click the properties line. On the window that appears, look for ‘unblock’ at the bottom of the window, click the unblock and then apply to allow the install.
Stay connected, subscribe to our Blog. We recommend these steps for all versions of Infor CRM Xbar. If you need help or a complete training on installing Xbar reach out at support@simplesoft.net.
Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton OH surrounding areas. We provide implementation, integration, development and training for Infor 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 Xbar Install Tips – Infor CRM
August 17th, 2017 by Cassie
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 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.
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May 24th, 2016 by Paul
Scenario The administrator has set a password setting to lockout unsuccessful attempts. Generally, either the timeout time needs to elapse or the password needs to be reset manually. First, the user can be reset using the LAN Administrator or the Web Administration. The Web Administration steps will be covered in this article.  Infor CRM – Account Locked
Criteria Use the following criteria to reset the user:
How To Identify A “Locked Out” User
How To Reset The User By Web Administrator
 Reset Locked Out User in Infor CRM Web Client
How To Change A User’s Password
Share The Results To The End User(s) Communicate to the end user and let them know they have the ability to log back into Infor CRM. Dost thou love life? Then do not squander time, for that is the stuff that life is made of. If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions. Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.
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May 10th, 2016 by Paul
Our Infor CRM Business Administrator is no longer with our company. We need to get our new administrator up to speed quickly without disruption to our Infor CRM users. What topics do you recommend be covered to train our new administrator? Great question and we have a ready answer. We can schedule Infor CRM Administration training almost anytime. The roles that “make” up the administrative tasks in the system range in complexity from technical administrator, data steward, power user, to a business administrator. I even have one company where the President is able to perform the administrative tasks with ease. We can help you get to the level that you want to obtain from basics to expert. Here are the main subject topics to get a new administrator running at a basics level:
First, a good overall review of the administrative tools (LAN and/or web) with an explanation of the tools, and associated roles of the tools, is important. Next, user management and the various tasks (add, edit, retire, etc.) is a fundamental training area. This subject includes focus on creating and managing user profiles with an emphasis on security. Team Management, if you’re using teams, would be an important subject combined with security. Pick list management and a review of data management principles that corresponds with the proper management of pick lists would be next. Lookups, groups, and various management tasks are important data segmentation subjects. In the web, filtering data and managing the data for users. Slicing and finding data easily is key to user adoption. Data management tasks is a nice optional learning area. Subjects covered here are developing training and policy to prevent duplicate data and how to update mass data when changes occur in your company. There are many other subjects that can be covered but these are the basics to get you moving in the right direction. Training is an important part of any information system and CRM is no different. Make sure you provide the training to your administrators and they have the skills and experience to help your front office employees be successful. Ultimately, we are here to serve you and empower your employees to serve your downstream customers. ” The secret of getting ahead is getting started.” – Mark Twain If you would like to discuss upgrading your system or to see a free demonstration, please contact Simplesoft Solutions. Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.
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March 10th, 2016 by Janetta
Teri Unger will be conducting quarterly web training sessions for Infor CRM Technical Administrators called Tips, Tricks, and Tools. This blog article chronicles one of her tips from the February session. She created this summary, Teri’s Tips,Trick, and Tools – February Session for your reference. Plan to attend the May session by registering here. TIP: Default Groups Applies to: New or existing users Platform: Web/LAN Benefit: All detail pages (entities) in LAN or WEB build based on a group. When entities have defined groups that are SMALLER in record count this significantly decreases the page load speed since a smaller set of records has to be loaded before the page can display. Notes: Always set the groups to a smaller set, like a MY group or latest. The ‘ALL’ groups should be avoided. The main considerations for most users will be Account, Contact, Opportunity, Lead, and Ticket. All users, including admin, should have entity groups defined. Users can set their own in Tools > Options > Lookups & Groups. Admin can set groups in the Administrator program under each user profile. LAN user:
WEB user: Caveat: web users MUST set their own default groups as it is stored in a web configuration file within the web client. This means that the settings are LOGGED-IN user specific. Notice that the default for a new user comes in with the ‘ALL’ group selected. This NEEDS to be changed!
ADMINISTRATOR user profile: Open a user profile > Client Settings tab These settings ONLY apply to a LAN user.
If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions. Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.
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January 25th, 2016 by Janetta
“Necessity is the Mother of all Invention.” – Albert Einstein This short post is an example of the quote above. We had a need to create a company Marketing Calendar in Infor CRM so everyone on our team would know when Web Training Events and Public Demos were scheduled so they could mention on the phone during their interactions. We decided to setup a new Infor CRM User called “Marketing.” Setting Up a “Marketing User” allowed us to create activities such as Training or Demo events logged in as this Marketing user. Other Infor CRM Users can see these Marketing Activities by viewing the Marketing Users’ calendar. Alternatively, if you want all your users to be aware of the events you can add “Everyone” as a member of the activity when it is scheduled. Your decision on how to make the Marketing events viewable to your users would depend on your environment and the necessity of your users to be aware of the events.
If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions. Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.
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January 18th, 2016 by Paul
Is there a practical way to use active directory for creating user profiles in Infor CRM (Saleslogix) for my on-premise deployment? Absolutely, thanks for asking! Remember you can always reference the Help files, but please find the step-by-step instructions below. Overview The ability to login and use Infor CRM is determined by user profile in the Web Client. There are additional actions that are determined by roles. You can create any number of users to Infor CRM if you have at least one concurrent license type added. Typical users are setup with a Network license type. With an “on premise” deployment, the most effective way to create a user profile is using the LAN Administrator and using the Windows import option using a template at the same time. This allows the employee information to come from Windows AD settings and the rest of the tabs are set by a template setting. Lastly, add the appropriate role to the user profile in the web client. Scenario One of the best practices for settings up users is to setup the user via the LAN Administrator. In this how-to document we will outline the steps to create a user profile to provide individuals who should have access to Infor CRM the access they need to get started. Assumptions: Windows Active directory users are accessible with employee information, licenses are available, template is setup, and administrative login credentials are available to the Administrator and Web client. Overview Steps Use the following steps to complete the setup confirmation:
Detail Steps Login to the server with the LAN Administrator.
Create the new user or users.
Confirm the tab settings.
Login to the Web Client.
Add Standard User role to user profile.
Test the user Access.
Share the results to the end user(s).
This is the best practice to create a standard user for a situation in which the business administrator has access to both the LAN Administrator and the web administrator access for setting up new users. Additional considerations may need to be factored for custom configurations or differences in versions/releases over time. If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions. Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.
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December 9th, 2015 by Paul
Here are some quick steps to make sure SLX Profiler is working properly. For mass data changes and system work, I recommend the work be completed when users are not on the system and after the database has been backed up. It is important to make sure this work is completed when no one is using the Web client. Tasks to correct SLX Profiler not running right: If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions. Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.
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December 3rd, 2015 by Teri Unger
This is all shown in a tree view display accessed from the hierarchy icon on the toolbar A visual representation of the hierarchy allows an overview of the connections and allows the user to select and move to a specific account OR contact based on their need. This link enables a user to move between the associated accounts without knowing the exact school(account) name.
On the child account, the parent will show as a lookup link and a user can navigate to the parent account easily by clicking the link.
If you have a business model that would benefit from the parent/child architecture, this functionality is a critical tool to link and manage your accounts within the client with one click. This feature not only visually links the data but provides a connection between parent/child ACCOUNTS in the database for powerful rolled up reporting. This functionality is installed automatically with the Windows client but not in the web client. We can help you with the installation to add this functionality to your environment. The software is a free bundle available for v8.0 and above but the install will take a few hours to add to your system. This means that for a very small investment, you can have an outstanding feature connecting all your critical accounts to their subsidiaries. Give us a call or email if you would like additional information at Simplesoft Solutions. If you would like to discuss upgrading your system, or to see a free demonstration, please contact us at Simplesoft Solutions. Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.
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October 14th, 2015 by Teri Unger
“Could not process SendSlx Message: Irritating error with a VERY simple fix!On your computer navigate to c:\users\(your username)\appdata\roaming\saleslogix\outlook\tempmaildir You will see two folders here: EML and MSG. What to do now that you have located the folders… Remove ANY and ALL files within these folders. They are only meant to temporarily hold the message as you send it in Outlook and any left there will continue to try to record to Infor CRM (Saleslogix). You have just eliminated the error. Note: if you get a failed SendSlx email message in the future it will save the file in this location, so save this set of instructions in case it happens again. The failed SendSlx error can be a result of a temporary outage of your Infor CRM (Saleslogix) database, corrupt data, or internet disconnect. Here’s how to get there, the details… Open a Windows Explorer Window You should now see the two folders and can complete the steps above. If you have any questions on this or any other issue, or would like assistance with this process, don’t hesitate to contact us. If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions. Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.
Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC
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In recent releases of Infor CRM, the user profile password policies can be established to include a lockout feature. If a user gets locked out, they will receive a message on the login page, “Your account has been locked”.
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