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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 30th, 2014 by

As a result of our Infor CRM (Saleslogix) support work with clients we have discovered an issue with MS Internet Explorer 10 and using Infor CRM v8x that can be easily fixed. Many customers may not have noticed this issue if they just moved up to MS IE11or still on MS IE 9 but some client environments that standardize on a specific version have had to address. There are several messages that can be received when using Saleslogix and MS IE 10 that appears to be browser related and have been linked to a specific add-on.  Please review the error messages we have encountered, if your experience is similar, try this simple fix to remove the browser add-0n as a potential resolution.

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.

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

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

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August 30th, 2013 by

Dear Paul,

My browser is only scrolling one record at a time in the Saleslogix web client v8.0.x with Firefox 10 .  I need to scroll down the list faster than one to two records at a time.

Answer:

Great news.  Saleslogix support has recently provided a workaround for this broswer configuration issue.

  • ¬†In Firefox, from the menu¬†select¬†Tools then Options.
  • Click the Advanced tab.
  • Click the General tab.
  • Under Browsing, clear the Use smooth scrolling check box.
  • Let us know if this is a viable woraround for your record scrolling issues.

     

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

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    November 2nd, 2012 by

    Some suggested answers for installation of MS SQL Server for SalesLogix

    The MS SQL/ Windows installation is something we assume will be installed when we start the installation of SalesLogix, but often times we are asked to provide  installation recommendations.  We are glad to offer such information to help the installation of SalesLogix go more smoothly. 

    When MS SQL Server is installed there are a quite a few services that can be installed like: Database Services, Analysis Services, Reporting Services, Notification Services, Integration Services, Client Components, Documentation & Sample Data.  Most of them are not needed for a successful SalesLogix deployment.

    Here is the minimum recommendation for SalesLogix to run properly.

    Say yes to the following options:

    Under Instance Features: Database Engine Services.  Under shared features: Client tools Connectivity , Client tools backwards Compatibility, SQL Server Books online, Management tools Рbasic and complete, the two SDK options are fine.  The rest are not needed, but are optional.

    Use Mixed mode for the security model; record the SA user password for database creation and for best management practices.

    The other installation screens are typically defaulted for normal Sage SalesLogix usage.

    We typically recommend the default instance, unless there is some need to separate applications for shared services or some other unusual factor.

    Once the database is restored for SalesLogix, make sure the other servers/workstations have the appropriate SQL Native Client and the database is set to the proper compatibility.

    ‚ÄúThere is an option still left to the United States of America, that it is in their choice and depends upon their conduct, whether they will be respectable and prosperous or contemptible and miserable as a Nation‚ÄĚ
     George Washington

     

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

    Dayton, Ohio Office:
    Simplesoft Solutions, Inc.
    550 N. Main St. Suite A
    Springboro, OH 45066
    Phone: (937) 885-1204 x 3204
    Fax: (937) 885-3580
    sales@simplesoft.net

    Ripley, WV Office:
    Simplesoft Solutions, Inc.
    710 Random Rd.
    Ripley, WV 25271
    Phone: (304) 521-2387
    Fax: (937) 885-3580
    sales@simplesoft.net

    Charlotte, NC Office:
    Simplesoft Solutions, Inc.
    3635 Eastover Ridge Drive
    Charlotte, NC 28211
    Phone: (704) 910-3872
    Fax: (937) 885-3580
    sales@simplesoft.net

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    October 30th, 2012 by

    The Web Forms Designer is one of the most anticipated features in Sage SalesLogix v8.0.¬† Giving the administrative user some control in adding fields to the forms has long been a request from our customers.¬† It’s HERE!¬† We think Sage has taken a great balanced approach to putting¬†control in the hands of administrative users with regards to custom fields but done it in a way to maintain data integrity.¬† Data integrity is maintained because the fields that can be added are¬†ones¬†already developed in the database and¬†the field¬†properties¬†that can be changed¬†through the¬†Web Forms Designer are limited.¬† The flexibility to the Administrative User is still tremendous¬†over common¬†changes like caption names and adding relevant fields that have been in the database for years, but are not commonly exposed on the forms, ¬†such as Account Number field.¬† This gives the non-development administrative user more control!¬†

    SalesLogix v8.0 Web Forms Designer

    Dayton, Ohio Office:
    Simplesoft Solutions, Inc.
    550 N. Main St. Suite A
    Springboro, OH 45066
    Phone: (937) 885-1204 x 3204
    Fax: (937) 885-3580
    sales@simplesoft.net

    Ripley, WV Office:
    Simplesoft Solutions, Inc.
    710 Random Rd.
    Ripley, WV 25271
    Phone: (304) 521-2387
    Fax: (937) 885-3580
    sales@simplesoft.net

    Charlotte, NC Office:
    Simplesoft Solutions, Inc.
    3635 Eastover Ridge Drive
    Charlotte, NC 28211
    Phone: (704) 910-3872
    Fax: (937) 885-3580
    sales@simplesoft.net

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    October 26th, 2012 by

    Nice……You are going to like the new Group features.¬†¬†The Group enhancements in SalesLogix v8.0 provide several productivity improvements when creating and managing Groups.¬†¬†

    First, rather than trying to multi select records in a list view, Sage has added checkboxes to select records.

    Next, from the Group Tab using the right click menu, you can set a group default along with reverting back to the default layout for that group. 

     

     

    Even Dynamic Filtering in Groups has a new feature.  You can now clear your searches by Filter rather than just Clear All.  

    As your usage of SalesLogix Groups grows, you know finding a Group you made 2 years ago can be a challenge.  Sage has now added a Find function within the Group Manager. 

     

     

     

     

     

     

     

     

     

    Dayton, Ohio Office:
    Simplesoft Solutions, Inc.
    550 N. Main St. Suite A
    Springboro, OH 45066
    Phone: (937) 885-1204 x 3204
    Fax: (937) 885-3580
    sales@simplesoft.net

    Ripley, WV Office:
    Simplesoft Solutions, Inc.
    710 Random Rd.
    Ripley, WV 25271
    Phone: (304) 521-2387
    Fax: (937) 885-3580
    sales@simplesoft.net

    Charlotte, NC Office:
    Simplesoft Solutions, Inc.
    3635 Eastover Ridge Drive
    Charlotte, NC 28211
    Phone: (704) 910-3872
    Fax: (937) 885-3580
    sales@simplesoft.net

    Comments Off on SalesLogix v8.0 Updates – Group Enhancements


     

     

    October 24th, 2012 by

    Another request that I have heard for several years has been answered in SalesLogix v8.0 with a visible Alert function.   This alert screen does pop up to allow the user to take action. 

    Confirmations are handled in the same screen on a Confirmation tab.  They also pop up for the user to take action.                                                                                                                                                                                                                                                                                                                                                                                    

    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. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

    Dayton, Ohio Office:
    Simplesoft Solutions, Inc.
    550 N. Main St. Suite A
    Springboro, OH 45066
    Phone: (937) 885-1204 x 3204
    Fax: (937) 885-3580
    sales@simplesoft.net

    Ripley, WV Office:
    Simplesoft Solutions, Inc.
    710 Random Rd.
    Ripley, WV 25271
    Phone: (304) 521-2387
    Fax: (937) 885-3580
    sales@simplesoft.net

    Charlotte, NC Office:
    Simplesoft Solutions, Inc.
    3635 Eastover Ridge Drive
    Charlotte, NC 28211
    Phone: (704) 910-3872
    Fax: (937) 885-3580
    sales@simplesoft.net

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