Customer FX
@customerfx.bsky.social
All-Star CRM Geeks Specializing in Creatio & Infor CRM SLX (SalesLogix) Implementations and Development.
View our articles, videos, and more on https://customerfx.com
View our articles, videos, and more on https://customerfx.com
There’s no denying it Artificial Intelligence is being incorporated everywhere. When it’s incorporated with CRM it allows businesses to connect with customers, predict outcomes, and optimize operations. Join Infor for an exclusive one-hour webinar, “Admin Advantage: Next-Level CRM — AI Meets Infor
[Webinar] Admin Advantage: Next-Level CRM – AI Meets Infor CRM SLX v10.0
There’s no denying it Artificial Intelligence is being incorporated everywhere. When it’s incorporated with CRM it allows businesses to connect with customers, predict outcomes, and optimize operations. Join Infor for an exclusive one-hour webinar, “Admin Advantage: Next-Level CRM — AI Meets Infor CRM SLX v10.0”, where you’ll explore how AI is reshaping CRM as we […]
customerfx.com
November 11, 2025 at 3:00 PM
There’s no denying it Artificial Intelligence is being incorporated everywhere. When it’s incorporated with CRM it allows businesses to connect with customers, predict outcomes, and optimize operations. Join Infor for an exclusive one-hour webinar, “Admin Advantage: Next-Level CRM — AI Meets Infor
In Infor CRM SLX, it is important to set identical names for the Data Link connections in Connection Manager and Application Architect.
Importance of Maintaining Identical Connection Names in Infor CRM SLX
In Infor CRM SLX, it is important to set identical names for the Data Link connections in Connection Manager and Application Architect.
customerfx.com
November 6, 2025 at 3:00 PM
In Infor CRM SLX, it is important to set identical names for the Data Link connections in Connection Manager and Application Architect.
Once you have configured Microsoft Hosted Exchange to be able to sync with Infor CRM SLX, you can take the ID values generated and configure CRM to complete this integration.
Configure Infor CRM SLX to Sync with Microsoft Hosted Exchange
Once you have configured Microsoft Hosted Exchange to be able to sync with Infor CRM SLX, you can take the ID values generated and configure CRM to complete this integration.
customerfx.com
October 15, 2025 at 2:00 PM
Once you have configured Microsoft Hosted Exchange to be able to sync with Infor CRM SLX, you can take the ID values generated and configure CRM to complete this integration.
You need to log into Microsoft Entra in order to configure Microsoft Hosted Exchange to be able to sync directly with Infor CRM SLX.
Use Microsoft Entra to Configure Microsoft Hosted Exchange to Sync with Infor CRM SLX
You need to log into Microsoft Entra in order to configure Microsoft Hosted Exchange to be able to sync directly with Infor CRM SLX.
customerfx.com
October 9, 2025 at 2:01 PM
You need to log into Microsoft Entra in order to configure Microsoft Hosted Exchange to be able to sync directly with Infor CRM SLX.
️ Tuesday, October 28, 2025 ⏲️10:00 AM EDT | ⏱️ 1 hour | Online Webinar Artificial Intelligence is reshaping how businesses connect with customers. By automating everyday tasks and revealing meaningful insights, AI empowers teams to work smarter, make better decisions, and deliver stronger results.
[Webinar] Smarter CRM with AI in Infor CRM SLX
️ Tuesday, October 28, 2025 ⏲️10:00 AM EDT | ⏱️ 1 hour | Online Webinar Artificial Intelligence is reshaping how businesses connect with customers. By automating everyday tasks and revealing meaningful insights, AI empowers teams to work smarter, make better decisions, and deliver stronger results. Join Ed Heinsus and Mike Strieder of Infor for the […]
customerfx.com
October 7, 2025 at 2:01 PM
️ Tuesday, October 28, 2025 ⏲️10:00 AM EDT | ⏱️ 1 hour | Online Webinar Artificial Intelligence is reshaping how businesses connect with customers. By automating everyday tasks and revealing meaningful insights, AI empowers teams to work smarter, make better decisions, and deliver stronger results.
Yesterday’s webinar, “Mastering Infor CRM SLX on the Go: Seamless Updates and Customizations” covered many topics, such as: Mobile Setup & Customization – How to configure Infor CRM SLX Mobile, roll out updates, and create a desktop shortcut for quick access. Problem-Solving Tips – Solutions for co
Your Guide to Mastering Infor CRM Mobile – Watch On-Demand
Yesterday’s webinar, “Mastering Infor CRM SLX on the Go: Seamless Updates and Customizations” covered many topics, such as: Mobile Setup & Customization – How to configure Infor CRM SLX Mobile, roll out updates, and create a desktop shortcut for quick access. Problem-Solving Tips – Solutions for common challenges with mobile adoption and usability. Customizations – […]
customerfx.com
September 19, 2025 at 2:00 PM
Yesterday’s webinar, “Mastering Infor CRM SLX on the Go: Seamless Updates and Customizations” covered many topics, such as: Mobile Setup & Customization – How to configure Infor CRM SLX Mobile, roll out updates, and create a desktop shortcut for quick access. Problem-Solving Tips – Solutions for co
This article will look at how to use the results of a Read Data element in a Creatio process to create a comma-delimited list of the values in a single string. For this article, I’ll be reading contact records, then creating a comma-delimited list of their email addresses (with the idea that I can
Creating a Comma-Delimited List of Values from a Read Data Element in a Creatio Process
This article will look at how to use the results of a Read Data element in a Creatio process to create a comma-delimited list of the values in a single string. For this article, I’ll be reading contact records, then creating a comma-delimited list of their email addresses (with the idea that I can then […]
customerfx.com
September 5, 2025 at 2:00 PM
This article will look at how to use the results of a Read Data element in a Creatio process to create a comma-delimited list of the values in a single string. For this article, I’ll be reading contact records, then creating a comma-delimited list of their email addresses (with the idea that I can
If your team uses Infor CRM SLX Mobile, you know how important it is to keep it working smoothly in the field. This upcoming 60-minute session is designed to help developers, administrators, and power users get more out of their mobile setup. The experts at Infor will walk through how to configure
Learn How to Customize Infor CRM SLX Mobile
If your team uses Infor CRM SLX Mobile, you know how important it is to keep it working smoothly in the field. This upcoming 60-minute session is designed to help developers, administrators, and power users get more out of their mobile setup. The experts at Infor will walk through how to configure and customize the […]
customerfx.com
August 28, 2025 at 2:00 PM
If your team uses Infor CRM SLX Mobile, you know how important it is to keep it working smoothly in the field. This upcoming 60-minute session is designed to help developers, administrators, and power users get more out of their mobile setup. The experts at Infor will walk through how to configure
When performing an upgrade to the most recent version of Infor CRM SLX, there are simple way to determine whether you must upgrade Crystal Reports runtime engine.
When to Upgrade Crystal Reports Runtime Engine in 9.X versions of Infor CRM SLX
When performing an upgrade to the most recent version of Infor CRM SLX, there are simple way to determine whether you must upgrade Crystal Reports runtime engine.
customerfx.com
August 19, 2025 at 2:00 PM
When performing an upgrade to the most recent version of Infor CRM SLX, there are simple way to determine whether you must upgrade Crystal Reports runtime engine.
Here are steps for deploying an update bundle for Infor CRM SLX using Application Architect.
Using Application Architect to Deploy an Update Bundle in Infor CRM SLX
Here are steps for deploying an update bundle for Infor CRM SLX using Application Architect.
customerfx.com
August 9, 2025 at 2:00 PM
Here are steps for deploying an update bundle for Infor CRM SLX using Application Architect.
In this article I will setup the new calendar control in a custom section. In the example for this article I have a section for requests and I want to show these requests in my calendar based on a start and end date. The end results will look like the picture below. One of the […]
Using the Calendar Control in a Custom Creatio Section
In this article I will setup the new calendar control in a custom section. In the example for this article I have a section for requests and I want to show these requests in my calendar based on a start and end date. The end results will look like the picture below. One of the […]
customerfx.com
August 8, 2025 at 2:00 PM
In this article I will setup the new calendar control in a custom section. In the example for this article I have a section for requests and I want to show these requests in my calendar based on a start and end date. The end results will look like the picture below. One of the […]
Creatio’s No-Code Day is back — and this year, it’s been completely reimagined. With a fresh, immersive format and a special focus on the financial services industry, this event is designed to empower professionals at every level with the tools, insights, and connections needed to lead digital tran
Coming to Chicago: No-Code Days The Age of AI
Creatio’s No-Code Day is back — and this year, it’s been completely reimagined. With a fresh, immersive format and a special focus on the financial services industry, this event is designed to empower professionals at every level with the tools, insights, and connections needed to lead digital transformation. Whether you’re a banking executive, fintech innovator, […]
customerfx.com
August 1, 2025 at 2:00 PM
Creatio’s No-Code Day is back — and this year, it’s been completely reimagined. With a fresh, immersive format and a special focus on the financial services industry, this event is designed to empower professionals at every level with the tools, insights, and connections needed to lead digital tran
The No-Code Playbook was originally released a couple years ago with the goal of becoming a trusted guide for teams looking to build business applications using a no-code approach. By offering clear, vendor-agnostic guidance, it helped organizations plan and deliver applications of varying complexi
Now Available – The Second Edition of No-Code Playbook: Age of AI
The No-Code Playbook was originally released a couple years ago with the goal of becoming a trusted guide for teams looking to build business applications using a no-code approach. By offering clear, vendor-agnostic guidance, it helped organizations plan and deliver applications of varying complexity while still maintaining structure, collaboration, and oversight. Now, the Second Edition […]
customerfx.com
July 23, 2025 at 2:00 PM
The No-Code Playbook was originally released a couple years ago with the goal of becoming a trusted guide for teams looking to build business applications using a no-code approach. By offering clear, vendor-agnostic guidance, it helped organizations plan and deliver applications of varying complexi
It is possible to prevent Xbar from locking a user's Infor CRM SLX account when the password is changed by temporarily directing Xbar away from the CRM server.
Avoid Locking User Account When Changing Password in Infor CRM SLX with Xbar
It is possible to prevent Xbar from locking a user's Infor CRM SLX account when the password is changed by temporarily directing Xbar away from the CRM server.
customerfx.com
July 11, 2025 at 2:00 PM
It is possible to prevent Xbar from locking a user's Infor CRM SLX account when the password is changed by temporarily directing Xbar away from the CRM server.
Date: Tuesday, July 8, 2025Time: 10:00 AM Eastern Daylight TimeDuration: 1 hour When it comes to streamlining business operations, integrating your CRM and ERP systems just makes sense. If you’re evaluating CRM solutions or planning to connect Infor CRM SLX with Infor CSD, this session is designed
Infor CRM SLX and CSD Integration: Real-World Insights, ROI, and Lessons Learned
Date: Tuesday, July 8, 2025Time: 10:00 AM Eastern Daylight TimeDuration: 1 hour When it comes to streamlining business operations, integrating your CRM and ERP systems just makes sense. If you’re evaluating CRM solutions or planning to connect Infor CRM SLX with Infor CSD, this session is designed to give you a clear, practical perspective. Join […]
customerfx.com
July 1, 2025 at 2:00 PM
Date: Tuesday, July 8, 2025Time: 10:00 AM Eastern Daylight TimeDuration: 1 hour When it comes to streamlining business operations, integrating your CRM and ERP systems just makes sense. If you’re evaluating CRM solutions or planning to connect Infor CRM SLX with Infor CSD, this session is designed
Having recently posted the steps to set-up a PostgreSQL Creatio test server, I figured I should also post the MSSQL version of that procedure. I realize I posted a MSSQL version not too long ago, and that this post is mostly the same as my previous post. But I am hoping some folks will find […]
Set Up an All-in-one Creatio Test Server Using MSSQL
Having recently posted the steps to set-up a PostgreSQL Creatio test server, I figured I should also post the MSSQL version of that procedure. I realize I posted a MSSQL version not too long ago, and that this post is mostly the same as my previous post. But I am hoping some folks will find […]
customerfx.com
June 28, 2025 at 2:00 PM
Having recently posted the steps to set-up a PostgreSQL Creatio test server, I figured I should also post the MSSQL version of that procedure. I realize I posted a MSSQL version not too long ago, and that this post is mostly the same as my previous post. But I am hoping some folks will find […]
Retiring End Users from the Infor CRM Web Client
Retiring a User in Infor CRM SalesLogix
Retiring End Users from the Infor CRM Web Client
customerfx.com
June 28, 2025 at 2:00 PM
Retiring End Users from the Infor CRM Web Client
In this article I’ll show you how to filter a contact lookup to display only users using a business rule in Creatio Freedom UI. First, open the form page where your lookup is and go to the business rules. Then choose to add an object business rule not a page business rule and click “Add […]
How to Filter a Contact Lookup to Display Only Users on a Creatio Freedom UI Page
In this article I’ll show you how to filter a contact lookup to display only users using a business rule in Creatio Freedom UI. First, open the form page where your lookup is and go to the business rules. Then choose to add an object business rule not a page business rule and click “Add […]
customerfx.com
June 20, 2025 at 2:01 PM
In this article I’ll show you how to filter a contact lookup to display only users using a business rule in Creatio Freedom UI. First, open the form page where your lookup is and go to the business rules. Then choose to add an object business rule not a page business rule and click “Add […]
If you need to detect if a Freedom UI page needs to be saved, you can do this easily using the page’s HasUnsavedData attribute. This attribute will be changed to true if the record needs to be saved. This attribute is also what provides the save button its visibility. Additionally, you can listen f
Detecting if a Page Needs to be Saved on a Creatio Freedom UI Page
If you need to detect if a Freedom UI page needs to be saved, you can do this easily using the page’s HasUnsavedData attribute. This attribute will be changed to true if the record needs to be saved. This attribute is also what provides the save button its visibility. Additionally, you can listen for changes […]
customerfx.com
June 20, 2025 at 2:01 PM
If you need to detect if a Freedom UI page needs to be saved, you can do this easily using the page’s HasUnsavedData attribute. This attribute will be changed to true if the record needs to be saved. This attribute is also what provides the save button its visibility. Additionally, you can listen f
There are likely times that business rules might not work as you need for some scenarios for disabling controls. For example, some scenarios might include reading data from other records using a model query. Luckily, you can do this programmatically pretty easily using the steps below: Add an attri
Programatically Disabling Controls on a Creatio Freedom UI Page
There are likely times that business rules might not work as you need for some scenarios for disabling controls. For example, some scenarios might include reading data from other records using a model query. Luckily, you can do this programmatically pretty easily using the steps below: Add an attribute Bind the attribute to the control’s […]
customerfx.com
June 19, 2025 at 2:00 PM
There are likely times that business rules might not work as you need for some scenarios for disabling controls. For example, some scenarios might include reading data from other records using a model query. Luckily, you can do this programmatically pretty easily using the steps below: Add an attri
Previously, I posted on how to set up an all-in-one Creatio test server. Having recently tested a Creatio environment using PostgreSQL as the database, I wanted to post the procedure to create a PostgreSQL test server. I will also be highlighting some of other things I picked up while going through
Set Up and All-in-one Creatio Test Server Using PostgreSQL
Previously, I posted on how to set up an all-in-one Creatio test server. Having recently tested a Creatio environment using PostgreSQL as the database, I wanted to post the procedure to create a PostgreSQL test server. I will also be highlighting some of other things I picked up while going through the installation multiple times. […]
customerfx.com
June 17, 2025 at 2:00 PM
Previously, I posted on how to set up an all-in-one Creatio test server. Having recently tested a Creatio environment using PostgreSQL as the database, I wanted to post the procedure to create a PostgreSQL test server. I will also be highlighting some of other things I picked up while going through
Join Creatio’s Executive Team on June 25 for a live presentation of the new Creatio 8.3 “Twin” Release. This important update introduces a new level of collaboration between your teams and AI-powered digital “twins”—intelligent agents designed to work alongside people, not replace them. During this
Creatio 8.3 “Twin” Release Live Presentation June 25th
Join Creatio’s Executive Team on June 25 for a live presentation of the new Creatio 8.3 “Twin” Release. This important update introduces a new level of collaboration between your teams and AI-powered digital “twins”—intelligent agents designed to work alongside people, not replace them. During this session, you’ll see how Creatio 8.3 enhances CRM and business […]
customerfx.com
June 4, 2025 at 7:11 PM
Join Creatio’s Executive Team on June 25 for a live presentation of the new Creatio 8.3 “Twin” Release. This important update introduces a new level of collaboration between your teams and AI-powered digital “twins”—intelligent agents designed to work alongside people, not replace them. During this
Tuesday, June 3 | 11AM CDT If you’re an Infor CRM Administrator looking to get more out of your system, this upcoming webinar is designed with you in mind. Ed Heinsus and Mike Streider of Infor will walk through practical, real-world methods for creating effective customer journeys and workflows th
Mastering Customer Journeys and Workflows in Infor CRM SLX: A Must-Attend Webinar for Admins
Tuesday, June 3 | 11AM CDT If you’re an Infor CRM Administrator looking to get more out of your system, this upcoming webinar is designed with you in mind. Ed Heinsus and Mike Streider of Infor will walk through practical, real-world methods for creating effective customer journeys and workflows that boost efficiency and reduce manual […]
customerfx.com
May 27, 2025 at 7:11 PM
Tuesday, June 3 | 11AM CDT If you’re an Infor CRM Administrator looking to get more out of your system, this upcoming webinar is designed with you in mind. Ed Heinsus and Mike Streider of Infor will walk through practical, real-world methods for creating effective customer journeys and workflows th
In Creatio, you can create virtual objects that work similar to any other object. The difference being that a virtual object doesn’t represent a database table. Instead, a virtual object contains data that is populated from code, the data itself could come from anywhere. Some common uses for virtua
Using Virtual Objects in Creatio
In Creatio, you can create virtual objects that work similar to any other object. The difference being that a virtual object doesn’t represent a database table. Instead, a virtual object contains data that is populated from code, the data itself could come from anywhere. Some common uses for virtual objects is to natively expose data […]
customerfx.com
May 20, 2025 at 5:50 PM
In Creatio, you can create virtual objects that work similar to any other object. The difference being that a virtual object doesn’t represent a database table. Instead, a virtual object contains data that is populated from code, the data itself could come from anywhere. Some common uses for virtua
It is possible to update a local installation of Creatio through an updater Creatio has made available for download. It can be bit of work to get all the needed elements lined up, and the update can take a while to run.
Automated Upgrade Procedure for On-premise Implementation of Creatio
It is possible to update a local installation of Creatio through an updater Creatio has made available for download. It can be bit of work to get all the needed elements lined up, and the update can take a while to run.
customerfx.com
May 9, 2025 at 3:37 PM
It is possible to update a local installation of Creatio through an updater Creatio has made available for download. It can be bit of work to get all the needed elements lined up, and the update can take a while to run.