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December 23rd, 2015 by

Dear Paul,

Its seems our indexupdates table is growing.  What can be done?

Although this is an older issue and now corrected, you should still monitor the table to make sure that the indexupdates table is cleaning up after itself.

There are a few short steps for the potential resolution (the steps can be time consuming but they are not difficult) with SpeedSearch rebuilding.  I have some standard disclaimers because Speedsearch is very heavy on the Disk I/O and needs to be performed off hours when users are not on the system.  The steps below are easy but could take a long time to run depending on the amount of records in the database especially the history table.

  • First, backup your production Saleslogix database.
  • Second, truncate your indexupdates table.
  • Third, rebuild the indexes.
  • Fourth, test the results.
  • Lastly, communicate the results of the work.

Let’s review more details below ( I have a few more details than above):

My Standard Disclaimers apply.

==========================================

  1. Kick off the users.
  2. Perform work off hours.
  3. Back up your database with verify options.
  4. Run the truncate table command on the indexupdates table.

Open up SQL Query analyzer, change the <Saleslogix Database Name>; to the name of your saleslogix database name and remove the <> characters and verify the following.  The Infor CRM (Saleslogix) kb article had the table name singular, but I believe it is plural, so correct me if I am wrong.

USE <Saleslogix Database Name>;

GO

SELECT COUNT(*) AS BeforeTruncateCount FROM sysdba.indexupdates;

GO

TRUNCATE TABLE sysdba.indexupdates;

GO

SELECT COUNT(*) AS AfterTruncateCount FROM sysdba.indexupdates;

5. Stop the speedsearch service

6. Go to the Saleslogix Speedsearch folder with the Speedsearch indexes

Go to the SpeedSearch share folder as noted in the SpeedSearch configuration

7. Remove /backup the contents of each folder  (Note: not the folders themselves)

8. Start the Saleslogix speedsearch service

9. Login to the administrator as admin user

From the menu, Manage SpeedSearch Configurations

Schedule tab

Rebuild all the Full indexes

Rebuild all the incremental indexes  (this could take a while)

10. Test the results in the Saleslogix client/Web client or using SpeedSearch client in the network client.

11. Communicate the test results back to operations as needed.

Going forward it is good practice to review and optimize the Speedsearch index schedules to confirm they are running at staggered times. E.g. not all running at 12:00 AM, 6:00 AM which is not optimal, but is the typical default.  You may also have indexes running for areas that are not being used as well.  Speedsearch is a great tool and works well, but needs to be monitored and optimized.

Be sure you put your feet in the right place, then stand firm.

– Abraham Lincoln

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.

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

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May 19th, 2015 by

What happens when you have a system like Infor CRM and you add users?  Not just add users, but make sure they are not trained and there are no policies and procedures for them to follow.  Compound this scenario with no concept of data and how the data will be used to create outputs (analytics, dashboards, and reports etc). Well, bad things can and do happen to good systems.  This is not the way to make smart business decisions, grow your business, or utilize a CRM investment in your front office functions.

Infor CRM is an incredible system that allows for customization flexibility and process management.  However, if you unleash a system to users without any guidance or usage basics there will be consequences for storing all that mismanaged data.  Through many unintended actions you will have created a hot data mess.  A hot data mess can dramatically affect your bottom line in expected and unexpected ways.  It is already a challenge when introducing a new system to users so make sure that you have put some thought into how you are launching and the process to make it more manageable.

How does an Infor CRM Administrator or an application Data Steward manage the expectations upfront and create a well-oiled machine (to prevent a nightmare on Elm St)?

‚ÄĘ Have a governance plan in place
‚ÄĘ Identify a Data Steward
‚ÄĘ Build a set of policies and procedures
‚ÄĘ Configure the system tools
‚ÄĘ Train to the usage¬†procedures (initial, refresh, new employee)
‚ÄĘ Monitor the results (using tools like KnowledgeSync, or data cleanup tools like DQ Global)
‚ÄĘ Offer incentives for winning (keeping customers happy with high quality results)

With interactive systems, like CRM, we are constantly adding, removing, updating, and importing records. This is called Data Management and your company should have a plan in place to make sure the data changing is not causing the system usage issues.  This will have a positive impact on acquisition of new customer as well as maintaining profitable relations with customers, partners, and vendors alike.  If you find yourself unsure about where to start, we are encouraging our customers to start by identifying a Data Steward for each user group of CRM within their organization. The Data Steward can begin to define the data requirements for their user group and then work backwards to clean up what has gone astray.  If you need assistance from Simplesoft, we have various levels of Data Cleanup Services.

Data management does not have to be complex, but it does need governance and care.  Taking care of data is one of the three pillars to CRM success that helps to support user adoption. CRMs are always pushing the limiting of technology and with platforms expanding (mobile, tablets and others) we must make sure the tools keep step with the users to enhance productivity.  Good things will happen when CRM is put into place with users trained, processes documented, and a data maintenance plan in place.
‚ÄúAre you upset little friend? Have you been lying awake worrying? Well, don’t worry…I’m here. The flood waters will recede, the famine will end, the sun will shine tomorrow, and I will always be here to take care of you. -Charlie Brown to Snoopy‚ÄĚ
— Charles M. Schulz

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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April 28th, 2015 by

Infor CRM Xbar is dependent on specific URLs in the settings and configuration.  If you make any change to the web client URL for Infor CRM, you will have users reporting their Xbar or Outlook is no longer communicating and getting an error.  This issue will appear even when the user can still log in to the web client due to a web page redirect.

If you are an Infor Cloud customer your URL has changed or will be changing as they re-brand Saleslogix to Infor CRM.   If your Xbar has stopped working and your URL information has changed this may be the culprit.  The web client OLD URL will be accessible for 14 days after the change utilizing a website redirect.  Xbar will not function correctly with that redirected URL.

For cloud users that were recently migrated to the new URL, you were sent an email informing you of that change to connect to the website along with some desktop manager and Outlook connector changes.  These too are impacted by any URL change, but the one item that was missed as part of the integration changes was the Xbar configuration.

When you first installed the Xbar you were shown the initial log-in screen for Xbar. ¬†But what if you need to change the URL information and its not showing like the initial login screen but you are getting a connection error? ¬†By clicking on the SETTINGS button on the Xbar (highlighted yellow below) you can open the configuration settings and review the URL’s used by Xbar.

The published changes for the cloud customers are as follows: (http or https)

o   If your current URL is: yourcompany.saleslogixcloud.com
o   Your newly changed URL will be: yourcompany.crmcloud.infor.com

ORIGINAL LOG IN SCREEN FOR XBAR:
The Service URL field will be the link you use to connect to the web client with the /slxclient replaced with /sdata
The Client URL field will be the link you use to connect to the web client with the /slxclient

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 26th, 2015 by

Infor CRM has released update set 05 for Saleslogix v8.1.0. These updates re-brand Saleslogix to Infor CRM and also address reported defects.

Re-branding of the Saleslogix interface has taken place and here is the new look! As you can see the colors and logo have changed as well as the general tab and button appearance.

*All current updates to Infor CRM v8.1.0 (Saleslogix) are cumulative and contain all preceding updates.

SNC Update 05 for Infor CRM v8.1.0 (Saleslogix)

Prerequisite: No prerequisites except a currently working Infor CRM v8.1.0 environment.
The summary of the fixes are listed below:

Defect Description
13091852 In an Oracle environment, when users with full Administrative Role privileges attempt to create a user from a template, the error “Access Denied – Administrator Access required” displays.
13093779 Remote databases upgraded from a version prior to 8.1 are missing views.
13094101 In the Windows Client, SpeedSearch does not search on the History entity.
14095573 Ticket Activity ‚ÄúCharge Type‚ÄĚ picklist does not return results when using the ‚ÄúStarting With‚ÄĚ or ‚ÄúContains‚ÄĚ operators.
14095768 The legacy GetPropertyOf function returns corrupted characters.
14095845 In a localized Windows Client, the Dashboard Options view displays corrupted characters.
14096145 Importing Leads in the Windows Client causes the error “An error occurred executing active form script (System:ImportLeads) Error calling method cmdImportClickconvers”.
14096203 The Reporting Assistant should be localizable.
14096388 When adding a group to a campaign using the “Add from Group” option, the error “An error occurred executing active form script (System:Manage Targets)” occurs.
14096404 In the Windows Client with UK regional settings, if the Campaign Manage Targets dialog box uses a group that is based on a modified date that is not in the standard US or UK date format, an error occurs.
14096418 In a German localized Windows Client with Advanced Outlook Integration, the Invite Contact email corrupts extended characters.
14096424 In a German environment or an environment with German regional settings, the Literature Requests view displays corrupt characters.
14096439 In a Korean Windows Client, some toolbar characters corrupted.
14096528 In a localized Windows Client, extended characters in the Mail Merge dialog box are corrupt.
14096544 In a localized Windows Client, extended characters entered in the Toolbars Editor are corrupt.
14096583 Any user should be able to log on to the Reporting Assistant.
14096605 When the database connection is changed in Application Architect or the Reporting Assistant the extended properties are updated for all connections in the registry under HKEY_CURRENT_USER\Software\SalesLogix\ADOLogin to include TIMEZONE=NONE.
14096625 The Administrator help needs to specify that Advanced Outlook Integration and Outlook Sync are not compatible and may cause duplicates if both are running.
14096670 In the Administrator, Execute SQL does not show the contents of Blob fields.
14096686 The Xbar Go to SLX does not work if the Windows Client takes too long to open or if a dialog box displays upon opening.
14096687 The Xbar Go to SLX sometimes opens the Windows Client in the background.
14096748 The Administrator help Windows Authentication steps need to be updated.
14096749 In the Architect, setting a function argument for a new toolbar button causes the error: “Internal Error: OnCreateNodeClass. ItemClass must inherit from TTNtTreeNode.”
14096756 In a localized Windows Client extended characters entered in the Lead Detail view Notes are corrupted.
14096772 Query Builder View SQL for new group displays ValueParam0 instead of the condition value.
14096842 Upgrading a Remote Client from 7.5.4 to 8.1 and then using the Outlook sync Connection options Test button in Outlook causes the error “Invalid table name” to occur because the Outlook sync options views were not in the remote database before the upgrade.
14096877 In a localized Windows Client, some labels do not display on the Add Contact/Account Information dialog box.
14096879 In a Russian localized Windows Client, extended characters are corrupt on the Schedule Phone Call and Schedule Meeting dialog boxes.
14096895 In a French localized Windows Client, an error occurs during a lead import when inserting matching fields.
14096904 In a French localized Windows Client, extended characters are corrupt in Notes/History tab records.
14096910 In the Administrator, when adding Network users and importing user information from Windows the list may be empty.
14096919 In a German environment or an environment with German regional settings, extended characters are corrupt in the Literature Request cover letter created from a mail merge.
14097018 Running silent parameter installs does not install patches automatically.
14097020 In the Architect, when a label is set to enabled=false using code the label does not redraw when the enabled is set back to true.
014097027 In a localized database, the Lead Source Status is not translated.
14097044 Modify the Windows Client, Administrator and other executables to correctly handle the UTC offsets
14097081 Changing the contact on an activity does not save and reverts back to the original contact.
14097153 In a Russian localized environment, when installing a bundle on a Russian operating system Cyrillic characters appear corrupted.
14097182 Outlook integration does not offer an option for using ad hoc groups as distribution lists.
14097201 The policy.8.1.Sage.SalesLogix.NetExtensions.Framework.dll needs to be rebuilt whenever the  Sage.SalesLogix.NetExtensions.Framework.dll is rebuilt.
14097270 Include the localization resource file for the Reporting Assistant.
14097314 SLXLoggingTrigger.dll does not have a file version or copyright.
014097352 Rebrand CRM views in Microsoft Outlook.
14097368 Rebrand the Sales Client.
14097442 In a Russian environment, the Architect Project Manager is blank.
14097523 In the Administrator, rebrand Send SLX to Send to CRM in the Outlook options.
14097536 In the Architect, when a Widget type plugin has a family value, the value does not display which causes problems when trying to update the plugin
14097541 In Outlook, replace the icons for Record to History, Sync Now, Options and Send to CRM.

Web Core Update 05 for Infor CRM v8.1.0 (Saleslogix)

Prerequisite: SNC Update 05 is required to have been applied to the environment prior to applying Web Core update 05 to your system.  Please be sure to read the documentation thoroughly if you plan to apply these updates to your system.
The summary of the fixes are listed below:

1-79577 Duplicate Contacts occur when adding a Contact group to a Campaign when the group has duplicates hidden by using the Return Distinct Rows Only option.
13091368 In the Application Architect, editing a quick form does not expose the ClientBindingMgr instance.
13091445 When changing Opportunity Status to Closed-Won, an error occurs depending on how an Asset was added.
13092302 When a user adds a new group, duplicate values display when CONTACT.TYPE is added as a condition.
13092487 In the Query Builder, when editing a condition, the Date Conditions in Groups intermittently shows an incorrect value.
13092714 Searching by phone number using Lookup Main Phone returns all records when pressing the Enter key instead of clicking the Search button.
13093269 In a grid, columns with user data display Id’s instead of names for some users when there are more than 100 users in database.
13093686 When clicking the Contact link of a drag and drop email under the Opportunity Notes/History Tab the message ” the entity you have requested cannot be located.” is displayed.
13094372 When a pick list that stores code is displayed in an editable grid, the pick list column shows the code not the text.
14094526 In a localized environment, the links to the Getting Started Guide and Quick Reference Card do not open the localized versions.
14094845 The Received date and Last Updated date in the Ticket List view displays as one day after the actual Received and Last updated date.
14094933 Changes to the tab order in Account Detail view do not save.
14095040 Sorting columns multiple times causes a group list to display blank records.
14095206 The Report Manager CurrencyParameter kind prompt does not work causing a parameter error when a report is run.
14095333 Export to Excel of Lookup Results exports a 0kb file.
14095529 In Customer Portal groups for Account, Contact, or Opportunity entities do not show.
14095536 An error occurs when extended characters are entered as search criteria in any of the Lookup dialog boxes.
14095542 Performing a contact Lookup by Birthday shows results for contacts with a birthday one day after the selected birthday.
14095560 Date Only fields display the time with a GMT conversion resulting in incorrect dates.
14095700 The Web Client Library will not display more than 100 files in a folder.
14096087 The Group List in the detail view sometimes resets to the first record in the list.
14096088 When exporting to Excel against a filtered group, the warning message indicates that number of records to be exported matches the filtered count rather than the full group count.
14096124 The Contact Association tab may hang after adding five or more associations to a contact.
14096141 In a French localized environment, the Reporting dialog boxes require some user interface changes.
14096164 When moving a contact to another account in the Mobile Client the error “A server error occurred while requesting data” error displays.
14096190 On the Log on screen the “Find out more…” link does not display localized help files.
14096202 The reporting related assemblies should be localized.
14096230 After deleting the mobile portal, the portal cannot be re-installed.
13092487 In the Query Builder, when editing a condition, the Date Conditions in Groups intermittently shows an incorrect value.
13092714 Searching by phone number using Lookup Main Phone returns all records when pressing the Enter key instead of clicking the Search button.
13093269 In a grid, columns with user data display Id’s instead of names for some users when there are more than 100 users in database.
13093686 When clicking the Contact link of a drag and drop email under the Opportunity Notes/History Tab the message ” the entity you have requested cannot be located.” is displayed.
13094372 When a pick list that stores code is displayed in an editable grid, the pick list column shows the code not the text.
14094526 In a localized environment, the links to the Getting Started Guide and Quick Reference Card do not open the localized versions.
14094845 The Received date and Last Updated date in the Ticket List view displays as one day after the actual Received and Last updated date.
14094933 Changes to the tab order in Account Detail view do not save.
14095040 Sorting columns multiple times causes a group list to display blank records.
14095206 The Report Manager CurrencyParameter kind prompt does not work causing a parameter error when a report is run.
14095333 Export to Excel of Lookup Results exports a 0kb file.
14095529 In Customer Portal groups for Account, Contact, or Opportunity entities do not show.
14095536 An error occurs when extended characters are entered as search criteria in any of the Lookup dialog boxes.
14095542 Performing a contact Lookup by Birthday shows results for contacts with a birthday one day after the selected birthday.
14095560 Date Only fields display the time with a GMT conversion resulting in incorrect dates.
14095700 The Web Client Library will not display more than 100 files in a folder.
14096087 The Group List in the detail view sometimes resets to the first record in the list.
14096088 When exporting to Excel against a filtered group, the warning message indicates that number of records to be exported matches the filtered count rather than the full group count.
14096124 The Contact Association tab may hang after adding five or more associations to a contact.
14096141 In a French localized environment, the Reporting dialog boxes require some user interface changes.
14096164 When moving a contact to another account in the Mobile Client the error “A server error occurred while requesting data” error displays.
14096190 On the Log on screen the “Find out more…” link does not display localized help files.
14096202 The reporting related assemblies should be localized.
14096230 After deleting the mobile portal, the portal cannot be re-installed.
14096234 Date fields added to the LookupProperty do not convert from JSON date format.
14096235 The Sage.Saleslogix.Activity.dll History class truncates a Description greater than 64 characters.
14096259 When associating a contact to an asset after the original associated contact is deleted, the error: ‚ÄúNo row with the given identifier exists‚ÄĚ is returned.
14096293 In Reports, multi-selection “contains” does not filter some non-alphanumeric characters.
14096310 In a localized environment, the Account Summary view contains untranslated strings.
14096402 There are styling issues in the Reporting parameter widgets.
14096413 When exporting to Excel, sometimes the results are different from the group being exported.
14096417 Export to Excel with filters exports all of the records, not just the ones that meet the filter criteria.
14096503 When completing an activity where the Result is set to In-Process, the error “The data in one or more fields has exceeded its limit. HTTP status: Internal Server Error (500) is displayed.
14096505 Add filters for reporting list view filters.
14096540 When performing a lookup from the Dashboard the message “No records found” displays.
14096567 Dragging and dropping an email into Opportunity Notes/History creates a History record with a ContactID value that contains the prefix ‚ÄėJ‚Äô.
14096608 Outlook sync removes contacts from Outlook if contacts are in a group based on a shared ad hoc group.
14096619 When editing a scheduled job with range values, the range values should be blank.
14096626 On the Complete Activity page, repeatedly hitting either “Now” or “As Scheduled” results in duplicate History records.
14096629 Assigning activities and history to another contact when moving a contact does not correctly reassign the activityattendee and historyattendee records.
14096641 The default sort for the Attachments tab should sort the Modify Date/Time in descending order so that the newest records are on top.
14096647 In a localized environment, the Mobile Total History chart does not display localized content.
14096668 In the Application Architect, when using Create Manifest by Project Differences, receive an “Application Exception Value Cannot Be Null” error.
14096678 In the Mobile Client, the ‘Total Accounts’ KPI displays different records than in the Web Client.
14096683 Clicking the OK button multiple times when scheduling an activity creates multiple copies of the activity.
14096699 Filter manage searches for a native “ICollection” match when inferring table names through collection properties.
14096700 When basic/digest credentials change without closing browser, the group context needs to be recreated to prevent context leaks between users.
14096738 For X3 integrations, the Sales Order real time data view grid goes blank when scrolling down to the bottom of the list of records if the list has more than 25 records.
14096774 Reporting database values are not displayed for dynamic parameters.
14096784 There are missing, mismatched, and extra keys in the SR localization resources.
14096789 Remove the SData IsValid check just prior to filter execution in order to improve performance.
14096813 Viewing a group in list view mode generates two identical requests for the same group count which negatively impacts perfromance.
14096814 Reduce the number of group data queries generated in group list view mode to improve performance.
14096836 When scrolling the Groups list the group count query is duplicated with each scroll.
14096839 Increase the number of records retrieved in the extended group list from 25 to a more optimal value.
14096850 Export to Excel may export the records for a different user.
14096861 Navigating from group to group when there are a large number of groups (9000 or more) can take a long time and may even result in the Web Client timing out.
14096868 The activities endpoint returns an unexpected time for StartDate in a Mobile 3.0.4 on version 7.5.4.
14096874 When running a report with a sub-report that contains dynamic parameters, the following error occurs “The “Account:Account Detail” report cannot run or be scheduled because it is invalid for the following reason(s): “The dynamic parameter “Dynamic Subreport Parameter” (“Enter ACCOUNT:”) is invalid: The native dynamic parameter information could not be located the dynamic parameter ‘Dynamic Subreport Parameter’. “
14096875 Incorrect records are exported when groups that contain certain greater than or less than date condition are exported to Excel.
14096907 Users created from a template in the Web Client are missing Calendar access to Other Calendars.
14096920 Attachments with brackets in the name are not uploaded correctly.
14096921 Customer Portal groups using OR conditions may display Tickets associated with other accounts.
14096928 The activity rollover job fails when a contact is associated to an activity but the contact’s account is not associated with the activity.
14096929 Change .List calls to .Count calls in the Business Rules project.
14096931 The SData request used to retrieve a list of users only retrieves the first 100 users.
14096948 When exporting to Excel from the Lookup Results tab the call to GetGroupsNodes() fails with the error “An error occurred requesting job manager”
14096952 When a custom filter is added to the Activity Entity, the Activities List view groups and filters no longer display.
14097029 If a dynamic parameter is not mapped the Report Manager should display an error.
14097070 In an Italian localized environment, when logging on to a Firefox browser with Italian language settings, the page does not load.
14097103 In Query Builder, If two like fields are marked as Entity Linked, the hyperlink will always take you to the second link.
14097107 When disassociating a user from a department on the Web Client, the SECRIGHTSID records are not properly removed .
14097121 Under certain conditions, the Activities Ssystem SData endpoint returns the wrong value in $totalResults.
14097132 After navigating between groups, the record count may be incorrect.
14097163 Navigating through the new portal wizard and changing the specified portal alias does not update the auto populated virtual directory on the next page.
14097164 After creating a new portal the support files are nested under an extra “SupportFiles” folder.
14097165 The Quickforms Checkbox does not paint correctly to show caption alignment
14097179 The Saleslogix.Reporting.Jobs.dll should be deployed to the SlxClient and SData portals.
14097318 Groups defined to return DISTINCT values may fail with a stack overflow error if the group SQL cannot be parsed by the SLXOLEDB.
14097320 After Web Client failure and IIS restart, some users are logged off when they view activities or calendar related views after successfully logging in.
14097322 Improve Offline Web Client performance.
14097383 Clear All does not correctly clear User Lookup filters on Activities.
14097385 The Sage.Integration.Server may cause an unhandled NullReferenceException which terminates the ASP.NET worker process.
14097398 The fslog (fail-safe log) folder should be configurable.
14097399 An Oracle query cannot include more than 1,000 items in an IN clause.
14097412 After selecting the deploy target checkbox, the field is not updated for remote users, which means the target may be skipped when trying to do a deploy all.
14097416 Filtering reports by create date causes an error to occur.
14097445 In Query Builder it should not be possible to save a query where “End” is not the last condition.
14097461 When creating repositories internally, the EntityFactory class doe snot map
proxy in stances to their associated POCO type. 14097478 Improved implementations of the GetTableName and GetFieldName methods.
14097520 In the Application Architect Entity Wizard, the grid of columns does not display.
14097553 The GroupInfor.extractTableAlias method causes an if the column parameter is null.
14097558 The Open Opportunities, My Activity Trend, My Completed Activities by Type and Recent Lead Creation History widgets do not load.
15097707 Occasionally users are unexpectedly logged out of the Web Client.

Web Model Update 05 for Infor CRM v8.1.0 (Saleslogix)

Prerequisite: Web Core Update 05 is required to have been applied to the environment prior to applying Web Model update 05 to your system.  Please be sure to read the documentation thoroughly if you plan to apply these updates to your system.

The summary of the fixes are listed below:

13091818 Remove the splitter bar from detail views so that all areas of the screen can be accessed at low screen resolutions.
13092241 The slxdata.ashx (SData Handler) does not enforce the portal security.
13092388 When creating or editing campaign tasks changes to the Assign To, field does not save.
13092544 In a localized environment, pick lists with extended characters in the pick list name do not display correctly in the Web Client.
14095236 ComboBox controls with a large number of items should scroll.
14096252 Debugging Dialog actions does not work with MS Visual Studio 2013, using the default web.configuration settings.
14096253 German translation changes for Outlook Sync.
14096302 In an environment with Multicurrency enabled, the opportunity product Adjusted Price (User) does not retain a manually entered value.
14096338 In a localized environment, some Dashboard columns on the Welcome page are not translated.
14096536 Opening the Contact Detail view Notes/History tab takes a long time to load.
14096541 When performing a search from the Add Targets view, the Add From Group tab does not remain in focus.
14096705 An error should be returned when calling SData instance service operations with missing entity context.
14096706 SData should support the passing of entity context by resource selector in the request URL.
14096844 Using SendSLX with an Outlook E-mail template (oft file) does not send changes made to the body of the E-mail.
14096854 In an environment with Multicurrency enabled, the sales order product Adjusted Price (User) does not retain a manually entered value.
14096892 Rebrand the Web Client for Infor CRM.
14096893 When using SendSLX or Record to History and there is a contact in the To field and CC field, the error message “Could not process SendSLX message: Object reference not set to an instance of an object.” displays.
14096967 Rebrand Customer Portal for Infor CRM.
14097043 On some machines the Sage Saleslogix Desktop Integration Module Helper causes errors.
14097056 Rebrand localized resource files for Infor CRM.
14097186 The Grouplayout.resx files are not deployed in the SData portal.
14097353 Rebrand Outlook sync and Outlook Integration elements within Microsoft Outlook for Infor CRM.
14097365 Rebrand Desktop Manager for Infor CRM.
14097400 When there is an ASP.NET application shutdown, the reason, a message, and a stack trace should be logged.
14097410 A portal error occurs after a dynamic entity is added to a project model.
14097542 Change the icons for Record to History, Sync Now, Options and Send to CRM that appear in Outlook.

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.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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December 11th, 2014 by

Back in 2010 I wrote an article on Data Management for the Sage Saleslogix community site.  The site changed to Saleslogix community under the hands of Swiftpage and now the portal has moved to be a private community.  I thought it was an appropriate time to repost under our Simplesoft blog to keep the information alive for those who have referenced it or linked to it. 

Nine Practical Strategies for Data Management  

Data quality is one of the core pillars for Customer Relationship Manage­ment (CRM) success. It does not take long to realize when using a CRM tool, like Infor CRM, that the need for data quality management is paramount. The grueling pains of poor data management can range from the costs of inaccurate printing and re­turned mailings to the subtle troubles of us­ers not trusting the data like they should. The effectiveness of customer facing operations (sales, marketing, and support) depends on having clean data. Think of the implications of marketing to customers using inaccurate data and sending them a prospecting letter (maybe you have lived it). The costly mistakes speak for themselves. 

Research studies from the Data Warehous¬≠ing Institute suggest it only takes about four and a half years for a database to become ninety-eight percent ‚Äúbad‚ÄĚ if data is not man¬≠aged properly, and regularly. On-going T.L.C (Tender Loving Care) will keep the data constant, but changes that occur with records when customers move, marry, divorce, pass away, go out of business, etc., render them obsolete quickly. Users can become skeptical of the data and resort to deploying their own data repositories. Of course, no one plans to use a tool where the data is outdated and not trusted. So, what can an Infor CRM¬†Administrator or Data Steward do to ensure high quality data? ¬†

Strategies for Data Success  

First, establish the processes and tools to prevent inaccuracies.  

Tip: We have found it helpful to develop a document to define user policies and pro­cedures to establish data standards. Define the policies and procedures for managing change early before the system is deployed and communicate those policies to the end users of the system.  

Clean up existing data inaccuracies (if they exist).  

Our customers find it helpful to use a data survey checklist that helps you think about areas of review. 

Review critical data suppliers and entry points. Insist they provide accurate and current data. 

Especially important before importing data with G.I.G.O. (Garbage In, Garbage Out) in mind. 

Build in data accuracy by enforcing re­quired fields and pick lists. Also, use script­ing to enforce business rules whenever possible. 

Tip: Focus on the most important data first, especially for mailing and reporting. I am sure you have observed a state field with OH, Oh., OH., Ohio, OH-IO and other variations. This scenario can be easily prevented.  

Don’t be seduced by the promise of CRM data cleanup tools without a plan for pre­vention, too. There is no substitute for pre­venting errors at the source. 

Tip: You can enforce both clean up and pre­vention at the same time with QGate’s Pari­bus and PowerEntry utility.  

Select specific software tools to solve spe­cific problems rather than general tools for general problems. The Groups features is an easy-to-use built-in tool in Infor CRM. 

Tip: There are many built in tools and meth­ods to manage data so spend the time or work with your channel partner to learn them all.  

Assign a data steward (or trustee) to be responsible for each data element (Con­tacts, Accounts, pricing information, etc.). 

Typically, this role is the business process administrator; whereas the power user role manages the data and both should have strong execu­tive support. 

Establish a process through which the accuracy and quality of data in all sys­tems can be reviewed and assured on a reoccurring basis. Schedule regular tasks to review and clean up data, such as on a weekly or monthly basis. The data stew­ard/administrator should be held ac­countable for completing those tasks. 

In the case of multiple systems using the same data, identify a system of ‚Äúofficial record‚ÄĚ. That is, a system in which data will originate and ‚Äúfeed‚ÄĚ other systems that re¬≠quire the data (accounting and sales inte¬≠gration come to mind).¬†

Identify Data Quality Issues in Infor CRM  

Infor CRM administrators can create ad­ministrative Account / Contact / Opportunity Groups for various data segmentation such as missing required fields, duplication of data, and data that needs to be reviewed because the records have not been updated or reviewed, within a specified period of time, such as a six months or a year, for example. 

Infor CRM¬†also includes tools to mass ‚Äėswap‚Äô the content of fields, change values, and merge records. As a standard procedure, first complete the actions in a test environment to verify the steps and desired results. After veri¬≠fying, perform the steps in your production sys¬≠tem.¬†

Tip: Always backup a production database be¬≠fore making mass changes and complete during non-working hours. You also may want to use the built in ‚Äúuser fields‚ÄĚ to mark which records are changing, this will simplify an otherwise irrevers¬≠ible change and provide a temporary audit. ¬†

Cleaning Data Using Infor CRM 

There are some basic built-in tools for managing and de-duplicating data in Infor CRM, which can be supplemented with and enhanced by third-party tools, such as QGate’s Paribus and several other data management solutions. 

Nevertheless, a data management strategy, as outlined above, is required. Some of the data de-duplication tools available in Infor CRM include: 

Administrative Groups ‚Äď groups can be created to help administrators identify and cleanup data issues such as missing data or duplicate data¬†

Check for Duplicates Wiz¬≠ard ‚Äď an automated method of finding and eliminating data duplicates¬†

Merging Records Manually ‚Äď a simple method of merging two or more records from the Group view¬†

Increasing the reliability of CRM data within an organization is priceless. Avoiding costly mis¬≠takes such as targeting a current customer as a new prospect is critical.¬† Now is a great time to review and clean your¬†Infor CRM¬†data. Remember to review and clean existing data, clean the data being entered, and prevent the current data from becoming ‚Äústale‚ÄĚ. Managing data quality is an ever moving target and must be a part of your overall system management strategy.¬†

Data helps solve problems.¬† — Anne Wojcicki¬†

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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 Users Group Events. 

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December 8th, 2014 by

One of my associates found the reason for some major slowness in certain areas of the Saleslogix Network application.  In case you noticed a drastic change for the worse with Saleslogix performance on your laptop back in November, there is a Windows Update to blame. The procedure below corrects the issue but removes the Windows Update.  Hopefully, Microsoft will create a fix to their patch.

http://www.infoworld.com/article/2848574/operating-systems/microsoft-botches-kb-2992611-schannel-patch-tls-alert-code-40-slow-sql-server-block-iis-sites.html

Assuming Windows 7 the instructions are below:

To uninstall the patch, navigate to Control Panel -> Programs -> Uninstall a Program -> View installed updates

or Start |  Run:  then paste the following:  Control Panel\Programs\Programs and Features

From here, type in ‚ÄúKB2992611‚ÄĚ in the Search box in the upper right.

Right-click the update and select ‚ÄúUninstall‚ÄĚ.

You’ll probably need to reboot your laptop after the uninstall.

After the reboot, go to Start -> All Programs -> Control Panel -> System and Security -> Windows Update.

Control Panel\System and Security\Windows Update

In the list of required updates, find the pesky update with ‚ÄúKB2992611‚ÄĚ in the name. Or run Windows Updates if needed.¬† Right-click the patch¬†and chose Hide . This should prevent it from installing again automatically.

Test your application and it will be running at pre-patch speeds again.

I’m never fully satisfied with any Microsoft product. — Bill Gates

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 Users Group Events.

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October 31st, 2014 by

Infor CRM (formerly Saleslogix) has this terrific engine called SpeedSearch that works behind the scenes and helps to index entities. The indices and structure is based on a third-party searching and indexing engine called dtSearch.  The main idea is that it provides high performance searching so that a user can perform a Keyword search and Saleslogix returns records based on that keyword.  It is well designed, integrated, and works well when it is properly configured and managed.   SpeedSearch comes in two flavors: Standard and Advanced licensing.  The main difference with the Advanced licensing is the ability to add and customize, which is outside of this discussion today.

The secondary function is that SpeedSearch helps to identify duplicates on imports using the lead import tool.  Speedsearch works in both the web and windows without any differences in result sets, as expected!  If there is one area of the tool that I would be critical of,  it is what I would call default madness.   This article is dedicated to helping administrators review the setup and configuration to make sure that they have reviewed and optimized the settings for SpeedSearch.  The various settings can have a huge impact to your end user experience.

First, we need to evaluate where you are with Speedsearch configurations and operations in place.  Is the SpeedSearch service running today?  Are indexes enabled and being run successfully?  Are they all set to the default of 12:00 AM?  Are the indices matched to the areas of your usage?

  1. Start | Run | Services.msc  and confirm the service is running
  2. Start | Program Files | Saleslogix | SpeedSearch Configuration  and confirm the basic configurations
    1. Check the servername,  Share Path,  and database options
    2. Start | Program Files | Saleslogix | Administrator | Menu for Manage | SpeedSearch Indexes…
      1. Confirm the indexes enabled
      2. Start | Program Files | Saleslogix | Administrator | Menu for Manage | SpeedSearch Configuration… | Schedule tab
        1. Confirm the jobs are running and which jobs are needed
        2. Table Check:  Select count(*) from sysdba.IndexUpdates to make sure that SpeedSearch is cleaning up changes after the index jobs are being ran.

Once SpeedSearch has been reviewed and confirmed operational, we have a few recommendations for optimization.

Top Recommendations:

Only index areas that are required for Infor CRM (Saleslogix) and areas of Infor CRM (Saleslogix) that are being used.  If you are not using defects for instance, turn off the index.

Only schedule the type of index jobs, adding change differences, for the areas required.   For instance if you are indexing Account, but you only need to see updates on a daily or weekly basis, then delete the incremental jobs.

If there are schedules for areas that are not being used (like defects mentioned earlier) delete them and make sure they are not enabled.

Stagger the times that the index build runs.  By default, they are set to run at 12:00 AM and if all the indexes are running at the same time that is not optimal and may cause issues.

So now you have evaluated SpeedSearch, thought through the changes to make, and lastly you need to schedule time to make the changes and confirm the results.  You will need to pause the services, make the changes, and turn the services back on.

Finally, you will need to monitor two areas.  First making sure the services are running properly and secondly the jobs are cleaning up the speedsearch tables properly.

Don’t dwell on what went wrong. Instead, focus on what to do next. Spend your energies on moving forward toward finding the answer.

Denis Waitley

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 Users Group Events.

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October 23rd, 2014 by

A few years ago I wrote an article on cleaning dirty data in your CRM system, See link for details on Dirty Data cleaned Dirt Cheap.  http://community.saleslogix.com/t5/The-Saleslogix-Journal/Dirty-Data-Cleaned-Dirt-Cheap-Guest-Blog-by-Paul-Hansford/ba-p/9974. The gist of the article is that data management needs to be a sustained activity that is accomplished over time and not a one-time event.  CRM Data management is like technology compatibility in the sense that it is an ever moving target.

Data does not have to be perfect all the time, but does need to be fit for¬†use in your sales operations cycles. Even if your CRM platform is backed up, updated, and managed on your behalf, your data management is an area that needs to be maintained and included in your CRM strategies.¬†¬†¬† A CRM tool is the central repository for the lifeblood of your business ‚Äď sales.¬† When your business is using your CRM tools (Mobile, Web, Social etc) well then it becomes a tool where dashboards, data lists, reports, become a way to help your teams win the heart of your customers.

What is clean high quality data?

The top five characteristics of high quality data are:   Accurate, Complete, Consistent, Unique, and Timely. These items can all be addressed with a system usage guide (user policy document) to ensure that everyone knows what is expected.

Data are of high quality if “they are fit for their intended uses in operations, decision making and planning.” (J. M. Juran)

http://en.wikipedia.org/wiki/Data_quality

Practical Steps to help your situation

  1. Establish usage guidelines for data entry (intelligent naming conventions)
  2. Confirm your integrated system are not creating data issues (E-mail, Social, ERP/Accounting, web)
  3. Confirm your imported data, is compared either before or after, and has not creating duplicates
  4. Assign a Data Steward (DS) to help advocate and educate on data compliancy
  5. Use the proper built in tools and 3rd party tools to assist
  6. Use experienced consultants to give you the jump start you need

We’re entering a new world in which data may be more important than software.¬†¬† Tim O’Reilly

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, 2014 by

Infor has released updates for Saleslogix v8.1.0. This update addresses reported defects and should be evaluated for application to your environment.

SNC Update 03b for Saleslogix v8.1.0 and Web Core Update 03b for Saleslogix v8.1.0.

The summary of each are listed below:

SNC Update 03b for Saleslogix v8.1.0

This Saleslogix v8.1.0 SNC Update 03b is cumulative, it contains fixes released in previous updates (SNC 01, 02, 03).

Defect Description
14096773:
In the Architect adding a function with an argument to the standard toolbar returns an error.

**********

Web Core Update 03b for Saleslogix v8.1.0

This Core update is cumulative, so Web Core Update 03b for Saleslogix 8.1.0 contains fixes released in previous updates (Web Core 01,02,03).

Prerequisite: SNC Update 03b is required to have been applied to the environment prior to applying Web Core update 03b to your system.  Please be sure to read the documentation thoroughly if you plan to apply these updates to your system.

Defect Description
14096847:
No records found” message when performing a lookup from the Saleslogix Dashboard. This is also true when performing a lookup from Activities and¬†Reports.
14096771: Unable to bundle support files after applying 8.1 Web Core Update 03.
14096764:
Unable to edit Adjusted Price in the Opportunity Products tab grid after applying 8.1 SNC Update 03 and Core Update 03.

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 Saleslogix, and to review any new features or updates with your version of Saleslogix.

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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