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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 “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:

  • 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 ‘+’ 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.

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Dayton/Cincinnati, OHCharleston, WVCharlotte, NC

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October 21st, 2014 by

If you don’t have a Sales Process, may I ask what’s the hold up?

Last week we had a training session during the Heartland Users Group event that involved implementing a custom sales process and using it to create a custom web dashboard.  Infor CRM™ (Saleslogix) allows custom processes to be created with as many tasks for each stage that is required to fulfill the sales process defined by your company.  We, at Simplesoft, are not an advocate of a particular sales process, but we do enable you to utilize any sales process by showing you how to use the Saleslogix tools.

A defined sales process with specific tasks and timing can increase your closure rate and decrease time to close.  Making that sales process user-friendly is the key to buy-in from sales reps.  That’s where Saleslogix can help.

Initiate the process by defining your goals for each Stage and Step in the process.

Does the sales rep need to send a standard email then follow-up with a phone call 2 days later?  You can schedule that in Saleslogix and it takes the guesswork out of the task.  Include a template with a rollover activity set up directly in the process.  The user just selects the contact; the rest is done for them.

What has just happened?  You have regulated the communications to the customer.  The history is recorded in Saleslogix.  Everyone that touches that account knows which contact has received what communication, and what steps are next.  In other words, control.  If you do not have a user-friendly sales process then your processes are only as good as your salesperson. And this is just ONE step in a sales process.

Enter those processes into the Saleslogix tool in the Architect or the LAN client.  Create as many as you need to fulfill your sales strategy.

Release the Sales Process to users.

Here is a sample sales process with Stages and Steps:

Measure and refine.

On the other end of the process is measurement.  Setting a process in place with specific steps is critical but measuring the success of that process is essential for improving.  You can measure the Saleslogix sales process with the Web Dashboards.

The web dashboard is a tool that utilizes filters. As you build a dashboard widget you choose filters to either group or define the widget display.

With a custom process you have to create a new filter for the dashboard so that the web client will display it on the dashboard widgets.  There are a few steps and we recommend you open the standard (Stages) filter under the Saleslogix Entities to review the settings. Notice: This is not a recommended task for everyone. This is written for experienced developers.

  1. Open Application Architect
  2. Project Explorer>Entity Model>Packages>Saleslogix Application Entities>Opportunity>Filters
  3. Open the STAGE filter and review settings.  Take note of the ORDER of the stages in the current sales process. Review the properties of the filter (‘Analytics Description’ , ‘Available for Analytics’ = True)
  4. Right-Click on the Opportunity Filter folder and ‘Add New’
  5. Enter the fields as needed (similar to the STAGE filter)
  6. Save the filter and you should see it appear in the list under opportunity filters in Application Architect.
  7. Once your items are entered and ready, you will need to do a ctrl build/deploy for the changes to be released to users.
  8. Troubleshooting tips: If the new filter is not showing on your widgets then clear the cache on the browser and/or reset IIS.

If you are interested in more information on Web Dashboard and Sales Processes, please contact us and we will be glad to assist you.  The information included in this blog is not intended to be a complete step-by-step process as each dashboard and sales process is unique to each business.

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, OHCharleston, WVCharlotte, NC

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September 12th, 2014 by

If you are planning to use the new Saleslogix Xbar in your daily Saleslogix usage, we want to offer some preparations and considerations for installing and configuring your Saleslogix Xbar to make it work as designed.

In late June 2014, Saleslogix released a new valuable tool for Saleslogix customers, and this tool has created quite a stir. The new tool is called Saleslogix Xbar. Saleslogix Xbar for Outlook is an add-on for Saleslogix that is designed to be a purpose-built application (PBA) to allow CRM features of Saleslogix to be accessible directly within Outlook. This accessibility’s main purpose is to increase adoption and productivity right where users work.

We want to help your end users get up and running with Saleslogix quickly and smoothly. Here are a few tips to make for an easier installation process:

Tip 1: Confirm that you have the right version of Saleslogix in place before doing anything.

– Xbar currently works with Saleslogix v8.0.0 and v8.1.0.

Tip 2: Confirm that you have the right version of MS Outlook in place.

– Xbar currently works with MS Outlook 2010 and MS Outlook 2013.

Tip 3: Confirm that you have the SData portal deployed and operational.

– Saleslogix Xbar is not dependent on the Saleslogix Web Client, but it does need the SData portal deployed and operational.

Tip 4: Before you install, turn off UAC.

– Turn off UAC (User Access Control) in Windows for the logged in user. Go to:

Control Panel\User Accounts\User Accounts

Note:  Need to adjust UAC to “Off” for the duration of the installation task and return to previous settings after installation is complete.

Tip 5: Make sure that you install from a local location.

-Copy the installation files, compressed, to the local machine.

-Un-compress the file locally for the duration of the installation.  No mapped drives please.

Tip 6: Match up the installation to Outlook bit edition.

– Use the install version that matches to MS Outlook bit edition, and not Windows, for instance.

Tip 7: Close MS Outlook before the installation tasks.

We want you to have the best experience with installation and configuration as possible.  If you follow the few simple tips above, you will have an easy installation for the tool and will experience fewer issues getting started.

To request a demonstration of the Xbar:

http://www.simplesoft.net/sagesaleslogixcrmppcfreedemo.asp

To register for a demonstration of the Xbar:

http://www.simplesoft.net/trainingregistration.asp?regtype=cal&id=313

To find out “how to” request Xbar, if you are a Simplesoft Saleslogix customer with an active agreement:

http://www.simplesoft.net/blog/index.php/2014/07/saleslogix-xbar-available-from-simpleoft-solutions/

To read other Saleslogix Xbar blog articles:

http://www.simplesoft.net/saleslogixxbar.asp

To preview the Xbar Data Sheet, click here:

http://www.simplesoft.net/downloads/marketing/product/Saleslogix%20Xbar%20Data%20Sheet.pdf

If you want to explore more Saleslogix information:

http://saleslogix.com/crmthreads/

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.

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

Dayton/Cincinnati, OHCharleston, WVCharlotte, NC

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July 11th, 2014 by

Swiftpage has released Web Core 07 for Saleslogix v8.0.0. This update addresses reported defects and should be evaluated for application to your environment.

Web Core updates are cumulative, so Web Core Update 07 for Saleslogix 8.0.0 contains fixes released in previous updates (Web Core 1-6).

Prerequisite: Microsoft .NET Framework v4.5.1 is recommended to support Internet Explorer 10 and higher.  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:

Read the rest of this entry »

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December 6th, 2013 by

Swiftpage has announced the release of Web Core Update for Saleslogix v8.0. This update addresses 22 reported defects, and contains fixes released in previous updates. Several of the defects addressed pertain to the Calendar and to Groups:

Defect Description
1-80625: When a large volume of records is requested, “The data necessary to complete this operation is not yet available” error message occurs and groups fail to load.
13091880: On Sales Process, manually updating the “Completed On” date on an already completed stage doesn’t work.
13092585: Changes made to dates on the Sales Process tab do not save.
13092664: The User Lookup filter type prohibits refresh of the filter list on group change.
13092715: Activities disappear momentarily from Calendar Week and Work Week View when there are more than 10 activities on that day of the week.
13092724: Creating a Group that uses the ‘Within the last xxx days’ displays as the default SQL date of 18991230 (30/12/1899).
13092782: A count query should not occur every time a user navigates to the next or previous record.
13092850: Sage Saleslogix Client and Web Client calendars calculate the display of completed Activities differently.
13092878: When an activity is completed As Scheduled it populates the History completed date with the start date of the activity.
13092912: Web Viewer users are unable to see their calendar.
13092945: Web Client calendar only displays the latest 100 completed items on the calendar for each user.
13092973: When exporting any group to a standard csv file, the file produces extraneous code.
13092982: Double-clicking on tabs in the Detail view causes the tab to stop responding at ‘Loading’ with a server time out error.
13092993: The Account Timeline Mashup displays an error if there are null values when subtracting values.
13093043: The calendar displays only the latest 100 activity items on the calendar for each user.
13093076: An error displays if there is a failed SData login attempt.
13093094: When a group contains conditions with the operator ‘within last xxx days’ and value ‘365’, the “We’re sorry, your request could not be completed.” error occurs.
13093106: Exception errors occur when selecting Status filters within the My Tickets group.
13093133: When the browser language setting is “En-gb” and a user creates or edits a group, the top two panels in the Query Builder screen are blank.
13093161: The Primary Shipping flag switches to the Primary Billing flag when editing an account with two identical addresses (except for the Address Type).
13093446: When clicking an account hyperlink generated from a group list widget on the Dashboard, the error ““We’re sorry, your request could not be completed….”displays.
13093657: After applying 8.0 Web Core Update 04 and 8.0 Web Model Update 04, dragging and dropping of calendar items stops working after the first use.

SNC Update 00 must be installed prior to installing Web Core Update 05, if your environment was upgraded from Saleslogix v7.5.4. SNC Update 06 is a prerequisite for installing this update.

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 Saleslogix v8.0.

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.

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

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October 23rd, 2013 by

Swiftpage has released the newest version of the Saleslogix Compatibility Checklist for Saleslogix. This Compatibility Checklist will help you determine the best environmental configuration for a new implementation or version upgrade. If you have questions about items contained in the checklist, your Saleslogix Business Partner, Simplesoft Solutions, is here to assist you in your Saleslogix needs.

*Changes in the Compatibility Checklist include the coverage of the iOS7 operating system for the newly released iPad/iPhone in the new Saleslogix Mobile 3.0 version.

Please note that the hardware requirements for Saleslogix are a guideline only. Hardware requirements depend on the number of users, activity, size of database, number of records, operating system, and RDBMS, among other factors.

Saleslogix v8.0.0 Compatibility Checklist

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

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