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January 23rd, 2020 by

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 ‚Äėunblock‚Äô 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.

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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.

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

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May 10th, 2016 by

Dear 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 ‚Äúmake‚ÄĚ 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:

  • Administrative Overview
  • User Management and Security
  • Team Management and Security
  • Pick List Management
  • Group Management
  • Data Management

Infor CRM Training for Administrators

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

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March 10th, 2016 by

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 ‚ÄėALL‚Äô 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 ‚ÄėALL‚Äô 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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Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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January 25th, 2016 by


“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.

Infor CRM Calendar for Marketing

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

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January 18th, 2016 by

Dear 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 ‚Äúon premise‚ÄĚ 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:

  • 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).

Detail Steps

Login to the server with the LAN Administrator.

  1. Connect RDP to the server with the LAN administrator installed.
  2. Login to the Administrator as admin user.

Create the new user or users.

  1. Select the Users icon on the right navigation.
  2. From the menu, Insert | Import Users -> From Windows…
  3. In the Search For area, type the name for setup
  4. Select the user Type option
  5. Select the template
  6. Uncheck Use Windows Authentication
  7. Select Create user(s) icon
  8. Choose OK

Confirm the tab settings.

  1. In the list of users, double click the user profile
  2. Select the Client System tab
  3. Confirm the Default Owner settings.
  4. Review the employee settings.

Login to the Web Client.

  1. Open Firefox and go to the URL of the web client.
  2. Login as the admin user.

Add Standard User role to user profile.

  1. Select administration.
  2. Select Roles.
  3. Select Standard User role.
  4. Select the ‚Äė+‚Äô icon to search for new user profile added.
  5. Add the new users to the Standard User roles.
  6. Select the Save icon to confirm the changes are saved.

Test the user Access.

  1. Login as the newly created user.
  2. Confirm the access to the menus and buttons on detail screens.
  3. Select Sales on the navigation.
  4. Confirm items include (Accounts, Contacts, Leads etc.) to confirm the typical Standard user access.

Share the results to the end user(s).

  1. Communicate to the end users and let them know that they have the ability to login and perform their routine sales, marketing, and support actions.

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.

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

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

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December 9th, 2015 by

The Saleslogix Profiler provides a database independent profiling application to trace SQL and performance counters throughout the execution path of the provider. Saleslogix applications (such as the Network Client or Web Client) that use the OLE DB Provider can be traced. The Saleslogix Profiler (SLXProfiler.exe) is located in C:\Program Files\Saleslogix. In earlier versions of Saleslogix, I have had sporadic issues with SLX Profiler not profiling applications correctly.

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:
ÔŅĹ
Stop IIS (iisreset /stop)
Stop all SLX services/apps
Stop all web related services
Delete the temp file
Then go delete anything in C:\ProgramData\SalesLogix\Profiler.ÔŅĹ
Restart SLX services
Start IIS (iisreset /start)
Restart other services
ÔŅĹ
Test the results and see if SLX Profiler can profile the applications/services again.

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

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October 14th, 2015 by

Are you getting this popup error every time you start your computer or Outlook?

“Could not process SendSlx Message:
Unable to connect to the remote server
Inner exception:
Unable to connect to the remote server…” ¬†Blah blah blah

Irritating error with a VERY simple fix!

On your computer navigate to c:\users\(your username)\appdata\roaming\saleslogix\outlook\tempmaildir
(Not sure how to get there?  See below for detailed steps.)

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
Double-Click on¬†‘Local Disk: (C:)’¬†in the left navigation tree view
Double-Click on¬†‘Users’
Double-Click on ‘your name’
Double-Click on ‘AppData’
or if AppData is not showing then Click on the address bar at the top of the window and add ‘\appdata’ to the end of ‘c:\users\(your username)’
Double-Click on ‘Roaming’
Double-Click on ‘Saleslogix’
Double-Click on ‘Outlook’
Double-Click on ‘TempMailDir’

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.

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

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

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