Unspecified Error logging into Infor CRM / SalesLogix
Posted By: anoshwadia on June 29th, 2015 in Saleslogix
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If you’ve worked with Infor CRM / SalesLogix for a while, you’ve probably run into the issue where you enter your username and password (correctly!) and all you get is an Unspecified error! Very descriptive, isn’t it?

Cause: Essentially what the error means is that the application is unable to connect successfully with the SQL server database. There are several reasons for this, hence many possible fixes.

 

1) Correct Native Client Installed – the most common issue (and this affects Windows Client users or any web user who has any of the Windows based tools installed) is that the correct SQL Native Client is not installed.

The SQL Native client is like a “driver”, you can install multiple versions on the same machine (for example SQL 2005 Native Client, SQL 2008 R2 Native Client and SQL 2012 Native Client) without any adverse effects.

However you do need to verify you have the CORRECT one installed. The correct one is the one being used on the Infor CRM / SalesLogix server in the Saleslogix Connection Manager. In the example below you’ll notice that the EVAL81 database is using SQLNCLI10.1

ConnectionManager

 

Here’s how the various versions of SQL Native client show up as in the Data Link Properties:

NativeClients

 

Version Number Product Version
9.x SQL 2005
10.x SQL 2008 (or 2008 R2)
11.x SQL 2012
12.x SQL 2014

 

 

 

So based on the above, this tells us that the database connection is being made using a SQL 2008 (R2) Native client and that’s the version that should be installed to ensure connectivity.

Note that the version of the SQL Native client doesn’t necessarily have to match the version of SQL Server being used, technically a SQL 2005 Native Client could be used to connect to a database on a SQL 2008 platform. However it is recommended that the same version as SQL server is used. Using the wrong version of the SQL Native client causes issues with SQL 2012 databases in particular.

 

2) Saleslogix Connection Manager – Often the Saleslogix connection manager has not been setup correctly. A quick way to test this is to try connecting from another client machine or from the server itself. Check to ensure that the connection to the database has been setup correctly and for SQL 2008 Native Client and higher, ensure that you click on the Advanced Settings and set the following:

  • Integrated Security  – Click the Reset Button
  • Persist Security Info – Set to True

 

3) SQL Server Network Access – If none of the clients can connect, you may have an issue with the SQL server itself. By default SQL Express instances do not have TCP/IP protocol enabled so they are accessible via the local machine only. Check the settings in the SQL Server Configuration Manager to ensure TCP/IP protocol is enabled for your SQL instance.

 

4) Firewall and Network Connectivity – Even though the client connects via the Saleslogix Application Server, it still needs direct access to the SQL server as well. See if you can ping the SQL server from the client machine. You can also try to Telnet to the SQL server at port 1433.

 

5) Corrupt Connection Settings – occasionally you run into a client machine that has corrupt SalesLogix Connection settings, even though they appear to be correct and pass the connection test. Its recommended that the client connection be deleted and re-created. You may also have to delete all subkeys under:

HKCU\Software\SalesLogix\ADOLogin

 

6) Reboot – When all else fails, maybe all that’s needed is a reboot! Sometimes SQL settings don’t take effect until a reboot is done.

 

Hope this brings some clarity to this very vague error message! If you need further assistance, call our support line at 1-877-777-9779 and we’ll be happy to help you!


Logging into the Infor CRM Mobile Client with an iPhone / iPad
Posted By: anoshwadia on June 29th, 2015 in Saleslogix, SLX Mobile
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We’re often asked, why can’t I login to the Infor CRM (SalesLogix) mobile client using my iPhone / iPad?

Here are some common things to check on your device:

1) Click on Settings   unnamed

 

2) Click on Safari –> Under Privacy and Security –> Block Cookies –> Always Allow

Capture

 

3) Go one step back…now scroll down and click on Advanced –> Make sure Javascript is set to ON.

Capture

 

4) Clear your Safari cache. This is done in 2 steps:

a) Click on “Clear History and Website Data”. Tap the Clear button when prompted.

Capture         clear-safari-history-and-website-data

b) Click on Advanced –> Website Data –> Remove All Website Data

open-website-data

Usually these steps should let you login to the mobile client if you try again.

 

Assuming the above does not resolve your issue, here are some additional things to try:

a) Try logging into the Mobile client using your regular desktop browser on your computer (Chrome / Firefox). If you cannot login there, it indicates either an issue with either the version of the Mobile client being incompatible with your version of iOS, or an issue with your login.

b) Verify your login works by logging into the Infor CRM web client using your credentials. Often a concurrent user is locked out of the system due to several invalid login attempts and is not made aware of this when they login to the mobile client.

 

If you need further assistance, call our CRM support line at 1-877-777-9779 and we’ll be happy to help you!


How to make a SalesLogix Quickform control AutoPostback
Posted By: anoshwadia on October 19th, 2011 in General
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Before we dig deeper into the solution, lets understand….what is AutoPostback anyway?

Autopostback is the mechanism by which a page will be posted back to the web server automatically, based on events in the web controls. The page is then dynamically updated with results, without requiring a page reload for the update data to display. This is a very handy ASP.Net feature which makes web pages/forms work closer to how a regular windows based form would work.

A big limitation of SalesLogix Quickforms is that the controls on a quickform do not have an AutoPostback property. Unfortunately the RefreshForm property doesn’t cause an Autopostback either. (more…)


Posted By: anoshwadia on July 21st, 2011 in General
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Using Javascript with QuickForms for Client Side validation/events

Typically if you want to run some Javascript, you’d need to convert your QuickForm into a Custom SmartPart. However if you only have minor changes and your changes don’t warrant going through the process of converting to a Smartpart, it is possible to still implement some javascript for your form controls.

 

Learning by Example:

In our example we will use a text field and format it as a social security number. We’d like the behavior to be as follows:

  1. When a user enters a 9 digit number, we format it as XXX-XX-XXXX
  2. Less than 9 digits, we warn the user with a message box.
  3. If nothing is entered, we do nothing.
  4. When the user clicks on the field to edit the value, the “-” signs should be removed so the user only sees numbers.

(more…)


Create & Attach Remote Databases in SalesLogix
Posted By: anoshwadia on February 8th, 2011 in General
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Prerequisites:

To attach a remote database you need the following:

A) The sa password for the SQL server hosting Saleslogix.
B) The sysdba password (usually ‘masterkey’).
C) The SalesLogix “admin” password to log in to the Administrator.
D) Determine if the user needs a new site code (see explanation below).
E) Determine if the user needs the attachments re-sent to the new remote.
D) A way to transfer the database to the user’s laptop. (This can typically be accomplished by transferring the database file over the network or by burning the remote database to a CD/DVD).

Create Remote Database Instructions:

1) Login to the SalesLogix Administrator as admin
2) Click on Tools –> Create Remote User Databases

3) From the list of available users, select the user for whom the remote database needs to be created. Click on the > button to add the user to the list on the right.

(more…)