Customer FX Corporation

11/13/2024

If you're on Bluesky, we'd love to connect there too! Come find us!

All-Star CRM Geeks Specializing in Creatio & Infor CRM SLX (SalesLogix) Implementations and Development. View our articles, videos, and more on https://customerfx.com

02/10/2023

Get the module “SysValuesService” from the new Creatio DevKit SDK, and you'll be on your way to getting system values on a Creatio Freedom UI page.

To access the current user contact, and other system variables from a Creatio Freedom UI page, there is a simple, built-in module named

02/09/2023

[Video] New Search capabilities in Infor CRM v9.

https://customerfx.com/video/infor-crm-9-0-new-search-capability-which-searches-across-all-phone-fields-and-all-email-fields/

02/08/2023

All the information you need to start receiving server side messages in the new Freedom UI

01/30/2023

These are the steps you need to take if you want to be able to associate a custom entity with an Activity in Infor CRM.

How to get the activity association functionality in Infor CRM to actually work with custom entities.

01/27/2023

Need to access the current user contact, and other system variables, from a Creatio Freedom UI page?

To access the current user contact, and other system variables from a Creatio Freedom UI page, there is a simple, built-in module named

01/26/2023

We have a comprehensive list of the new features added from Infor CRM v8.2 all the way to the newest release v9. Find it at the link below.

Infor CRM SLX contains the following updates: Version 9.0 Updated user interface Ability to select a theme color from the Theme menu Ability to specify light, dark, or high-contrast mode Information is emphasized Editable information is bold Read-only information is in black text Labels are now a li...

01/20/2023

[Video] You can now use Territory Realignment in the Infor CRM 9.0 Web Client.
https://customerfx.com/video/infor-crm-9-0-territory-realignment-is-now-available-in-the-web-client/

01/19/2023

If you need to show or hide the loading mask for a Freedom UI page this article will give you the information you need, including how to access the MaskService, which is found in the DevKit SDK.

When working with a Freedom UI Page you'll come to learn just about everything you need, as far as other libraries & modules, is accessed via the DevKit SDK. For showing & hiding the loading mask for a Freedom UI page, this is also true. In classic Creatio pages, I have an article showing how to sho...

01/18/2023

Many customers are ready to start upgrading to Infor CRM SLX v9. This article provides some helpful information about upgrading.

Important information about the 9.0 Install/Upgrade – There is no v9.0 database. Use the provided 8.5 database for a new install You will need to run the conversion utility There are no project backups, instead apply these bundles: ICRM SLX v9.0 Web VFS.zip ICRM SLX v9.0 Web Actions.zip – For in...

01/17/2023

I definitely think that Creatio's commitment to continuous investment into platform innovations and their strong partner channel is a key contributor of their ability to grow in a less than ideal economic environment.

Creatio, a global vendor of one platform to automate workflows and CRM with no-code and a maximum degree of freedom, today shares its annual achievements and milestones. Growth in 2022 was fueled by accelerated new customer acquisition and expansion of existing relationships. It was possible thanks....

01/13/2023

[Video] Infor CRM 9.0 – Merging duplicate Contacts from an Account screen.
https://customerfx.com/video/inforcrm-9-0-merging-duplicate-contacts-from-an-account-screen/