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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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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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February 18th, 2016 by Paul
I understand synchronization is not a predominate deployment method for Infor CRM today, but our company still uses it. I am a new administrator and I wondered if you can provide an overview of synchronization? Can you also show me how to tell the last time a user synchronized? Yes of Course. Sync in general is a topic that takes quite a while to explain, and even more time to fully understand, so I will try my best to be thorough but concise. From an end user’s perspective, it is easy and that is the most important part. In the Administrator, there are 2 dates that will be pertinent to the remote users. They are the ‘Last Send Date’ and ‘Last Apply Date’. The ‘Last Send Date’ is the last time the Sync Server sent files to the remote user. For the most part, this date should be fairly regular as files are sent to the remotes every sync cycle during the work day, depending on how this is configured. TEF files are sent to most (if not all) users when changes are made. The ‘Last Apply Date’ is when the remote user sends files back to the HOST database. This date can vary more widely as it only gets updated when the remote user has files (made changes) to apply. If the remote users are working inside of Saleslogix and syncing regularly, this date should be within the last few days. There are a couple of tools that we have in place to automatically monitor the Sync Service that we have modified from a partner source. Notably a Windows Script that works well with Exchange server. There is a built-in Saleslogix tool called ‘Sync Monitor Console’ that you can open and view the status of the Sync process. Let me start out with the built in tool. 1. The ‘Sync Monitor’ provides you with a GUI interface to see what the Sync Service is doing, and the date/time of the next scheduled process job along with historical jobs. It provides you with the window to make sure things are moving correctly. It is more of “pull” the status type of tool or specifically where you need to open the tool to check the status. It is a good tool, but more reactive. 2. Simplesoft has built a couple of tools that allow you to monitor the Sync Service a bit more closely than just opening up a GUI interface. Our tools are sent by e-mail and come to you as a “push”. The first tool we have is our “Sync Report’ which provides you an e-mail on a scheduled basis telling you which users are syncing (and which are not) along with some vital information about the health of your Sync Server. I have attached a screen shot of ours from this morning.
Additionally, we have developed a scheduled job that has thresholds built in to allow you to tell when the Sync Service has stopped. I don’t have an example of that one to share, but it fires off an e-mail basically telling you ‘The Sync Server has not sent files in X period of time’. Both of our tools are built off the database tables used for the sync process and are set up through a Windows task scheduler and sends e-mail alerts. We recommend using a distribution group for the e-mail. With the tools mentioned above, an Administrator can tell fairly quickly when there is an issue with the processes that run the synchronization engine. When the operational monitoring tools are put into place, corrections can be made before it becomes a bigger issue. You would then be working in proactive mode more rather than reactive mode. We can help you to configure the Administrator to review the dates a little better by turning columns “on” for visual review. We can also help you implement the monitoring tools to see the process via e-mail. 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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February 9th, 2016 by Paul
We are having trouble with remote client changes making it “to/from” the remote client during the Synchronization process. Do you have any suggestions for troubleshooting the process? Yes. Many times synchronization issues can be due to configuration settings or permissions. A good place to start is figuring out where the change files are breaking down and working to resolve from there. The following is a procedure for figuring out where the change files are failing to move properly. Sometimes an unexpected reboot of servers can cause issues. How to “follow the TEF” from remote to Synchronization server: Remote client Computer tasks ===================== 1. Start on the remote side and already synced up 2. Make sure the remote sync is off and set the Sync Options to not ‘Send changes’ 3. Have the remote create an account, let’s say ‘XYZ Corporation’ for generic tracking – Identify the AccountID on the Detail tab – confirm it is saved etc. (F5/Shift-F5) 4. Confirm the TEF file created and review in TRNVIEWER if needed 5. Confirm the size of the file and name and make a copy if needed. (Preferred) C:\Documents and Settings\All Users\Application Data\SalesLogix\Sync\Outfiles C:\ProgramData\SalesLogix\Sync Main Office Computer tasks ===================== 6. Place the synchronization server service on pause or stop (Preferred) – Reset option to ‘Send changes’ on the Remote client 7. Synchronize the Remote client and send changes to the server 8. Confirm the TEF file transferred to the Infiles (FTP/Network) and review in TRNVIEWER if needed – Confirm the size of the file and name is the same and make a copy if needed – You can sort by sitecode with the file type to filter by the specific user 9. Cycle the synchronization server manually 10. Confirm/make sure that the new account gets to the host in the client application Find the Account and confirm the information by the AccountID on the Detail tab Synchronization Server tasks ===================== 11. Confirm that the Account is being sent to other remotes as appropriate (I.E. Team membership or Account Ownership) – One thought would be to run the synchronization manually and see the new account going to team members – An additional task would be to confirm the account on an additional remote client Remote client Computer tasks (Assuming the Account is received on the remote client) ===================== 12. Create an opportunity for the Account for number 3 step 13. Repeat the steps, for the following of the TEF files (Steps 6 through 10) 14. On the remote, make updates to the account and opportunity 15. Repeat the steps, for the following of the TEF files (Steps 6 through 10) – Use history actions, create activity changes, key fields etc. 16. On the remote, make a change to the Phone Number for the account and the Probability field on the Opportunity 17. Repeat the steps, for the following of the TEF files (Steps 6 through 10) Note: We are looking for symptoms where the TEF files are not being created, moved to another folder, (for example Rejected or Archived), TEF files with errors, sitecode issues, malformed TEF files etc., Keybase issues with a naming mismatch, or missing files waiting for sequence processing during a synchronization of service. All the settings need to be set back to the original settings after testing. — How to use the TEF Viewer ===================== Open SalesLogix Transaction Viewer (Default location is C:\ProgramFiles\SalesLogix\Trnviewer.exe) Log in as the Admin user Click the “Foldername” folder and click Open (you can filter to the specific user by choosing them from the bottom dropdown) Click the TEF in question and click Open Simplesoft can assist with this process by helping to analyze the TEF files with you. If you are requesting help from Simplesoft or Saleslogix/Infor CRM, you will need to compress the following files and send with your request: – syncerrors.txt and log file for the just completed sync from the Host server – syncerrors.txt and syncstatus.txt text files from the Remote client computer and any Saved TEFs on host (copy of them before they get processed) It takes some time to work through this list. Other testing can be performed as needed. “We cannot solve our problems with the same level of thinking that created them” 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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January 5th, 2016 by Paul
I am looking forward to 2016 as I look back to positive strides that Infor has made to the Infor CRM product stack. I thought I would mention a few highlights as we begin 2016. 1. Mobile continues to be a cutting edge toolset for Ipad, Iphone, and Android. 2. Purpose built applications (PBA) will continue to be improved and have international capabilities. – Xbar 3. Browser compatibility continues to keep up and improve. 4. Web client continues to be improved and refreshed with Infor’s Hook and Loop designs. 5. Infor CRM v8.2.x LAN client is stable and the v8.3 release is around the corner. 6. Cloud continues to expand offerings (from Single tenant models to multi-tenant) to lower the entry points. 7. Integrations are becoming more available with ION and Sdata for the Infor ERP offerings and other Accounting systems. 8. Tools to help automation tuning and performance of Windows components. 9. Released and updated Advanced Analytics for metrics visibility and decision making. So here is to 2016 and the positive changes that Infor will continue to bring to our customer base. As we begin to look forward here are a few items I believe are on the horizon with Infor CRM: – The strategic emphasis on micro vertical markets and industry solutions. Attend the Q1 Heartland Users Group Meeting on Tuesday, January 12th and learn more about Infor CRM for 2016! Click to register – Planning for an Agile Enterprise with Infor CRM. The best thing about the future is that it comes one day at a time. – 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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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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December 30th, 2014 by Paul
1. “The message received from the server could not be parsed. Common causes for this error are when the response is modified by calls to Response.Write(), response filters, HttpModules, or server trace is enabled.” 2. We’re sorry, you have encountered an error. If applicable, please try again. HTTP Status: Internal Server Error (500). SLX Error ID:SLXDC17E1636ADA2023 3. The following SData diagnosed occurred: Description = Failed Operation. Message=no connection could be made because the target machine refused it. HTTP Status: Internal Server Error (500). SLX Error ID: SLX7B1FODAA87ODO6E3 The procedure for disabling the helper in MS IE 10. Pre-test to confirm the issue: 1. From Start / All programs / Accessories / system tools / Open Internet explorer (no Add-ons). 2. Test logging in to the Web client. 3. NOTE: This will tell you if an add-on is the problem. If it works in No Add-ons mode then follow the next steps. Action to correct the issue: 1. Open Internet Explorer. 2. From the gear control (top right icon) select Manage add-ons. 3. Change the drop down menu to show all add-ons. 4. Locate the Saleslogix desktop integration module helper and disable it. 5. Close out of Internet Explorer. 6. Reopen Internet Explorer. 7. Test the results in the web client. Note: There could be other potential causes for these errors but the above is a reasonable first step to resolution testing. I just became one with my browser software. — Bill Griffith 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 1st, 2014 by Paul
An administrator writes: Dear Paul, How do I set a user profile for a creating a ticket? When I tried to create a ticket I received the following: I have a user that is having issues with creating a ticket. It says, “(User Name) is no longer available for calls to (Account Name). Please choose a different user” The answer is this–You need to make sure that the user configuration has the ‘Available for calls’ check box set for their user profile. There is two ways to perform that task to allow the user to create a ticket. Windows 1. Login to the administrator. 2. Double-click the user profile. 3. Select the tab for Service/Support. 4. Check the check box for Available for calls. 5. Lastly, have the user retest the creation of a ticket. Web Administration 1. Login to the Web Client as the administrative user. 2. Select Administration on the navigation bar. 3. Double-click the user profile to edit. 3. Select the tab for Service/Support. 4. Check the checkbox for Available for calls. 5. Select the Save icon. 6. Lastly, have the user retest the creation of a ticket. Allowing users to be available for ticket work is just a matter of configuration and is easy to setup. Following these steps will allow you to seamlessly set up a User Profile quickly and easily. Tell me and I forget. Teach me and I remember. Involve me and I learn. — Benjamin Franklin For more Saleslogix tips and tricks, stay tuned to our blog! 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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April 21st, 2014 by Teri Unger
SNC Update 02 for Saleslogix v8.1.0 This SNC update replaces SNC Update 01. SNC Update 02 for Saleslogix 8.1 contains fixes released in previous updates (SNC Update 01). Important! –> With SNC 02 and Web Core 02, Oracle Databases are now supported for Saleslogix v8.1.0! Please be sure to read the documentation thoroughly if you plan to apply these updates to your system. Oracle implementation has specific steps and those steps are outlined in the documentation. The summary of the defects are listed below:
We recommend and encourage you to review the update documents in order 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. 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 Saleslogix Users Group Events.
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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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