Category Archives: Support

Activities Regarding Meltdown and Spectre – Infor Announcement

Summary: Announcement from Infor – Activities Regarding Meltdown and Spectre Article Type: Announcement / Support Related Product: This article relates to the following products: Infor CRM (formerly Saleslogix) Please read Infor’s statement regarding New Security Vulnerabilities against underlying chip architectures: “Infor is aware of and actively addressing the new Security Vulnerabilities reported by various experts against underlying […]

Using Workflow to add Last Activity Date to a Case

Summary: Using workflow to update the Last Activity Date on a Case Article Type: Information / Troubleshooting / Support Related Product(s): This article relates to the following products: Microsoft Dynamics 365 Microsoft Dynamics CRM Related Articles:  Blog article – Last Activity Date in Dynamics 365 – Rollup field vs Workflow It’s important to maintain communication […]

Using a Rollup Field to add Last Activity Date to a Case

Summary: Using rollup fields to update the Last Activity Date for a case Article Type: Information / Troubleshooting / Support Related Product(s): This article relates to the following products: Microsoft Dynamics 365 Microsoft Dynamics CRM Related Articles:  Blog article – Last Activity Date in Dynamics 365 – Rollup field vs Workflow It’s important to maintain communication […]

aBILLity Dynamics 365 Solutions Comparison Matrix

Summary: This article provides a matrix which compares the aBILLity Standard Solution with the aBILLity Standard Sales Order Processing Solution Article Type: Information / Troubleshooting / Support Related Product(s): This article relates to the following products: aBILLity Dynamics 365 Solutions Related Articles: aBILLity Standard Solution User Guide aBILLity Sales Order Processing Solution User Guide aBILLity […]

Ticket/Case Management – which platform should be used?

Summary: This article explains how you may use either Microsoft Dynamics 365 or aBILLity as your system of record when handling tickets/cases. Article Type: Information Related Product(s): This article relates to the following products: aBILLity Dynamics 365 Solutions Related Articles: aBILLity Standard Solution User Guide The aBILLity platform and the Microsoft Dynamics 365 platform both […]

Controlling Date Selection in QlikView

Summary: Quick guide on controlling date selection in QlikView Article Type: Support/Troubleshooting Related Product: This article relates to the following products: QlikView  Related Articles: QlikView Set Analysis with Calculated Values Refreshing the View of Active QlikView Documents on Access Point QlikView Document Design Resourses Adding Default Selections in QlikView   Scenario When using QlikView, the […]

Refreshing the View of Active QlikView Documents on Access Point

Summary: Quick guide on how to refresh the View of Active QlikView Documents on Access Point, ensuring that users are looking at the most recent data Article Type: Troubleshooting / Support Related Product: This article relates to the following products: QlikView  Related Articles: QlikView Set Analysis with Calculated Values QlikView Document Design Resourses Adding Default Selections in […]

Calling a web service from Infor CRM LAN

Summary: How to call a web service from Infor CRM Article Type: Troubleshooting / Support Related Product: This article relates to the following products: Infor CRM (formerly Saleslogix)  Related Articles: Infor CRM XBar: What a CRM Consultant Really Thinks Infor CRM Web Client Quick Reference Card How to Remove Infor CRM Components Resetting Locked Out […]

Uploading files and databases to FTP

Summary: Steps on how to prepare files and databases ready for upload to the QGate FTP. Article Type: Information / Troubleshooting / Support Related Product(s): This article relates to all products Related Articles: Uploading files and databases to FTP From time to time, it may be required to upload files to the QGate FTP site. […]

Setting Composite Field Labels in Microsoft Dynamics 365 / Dynamics CRM

Summary: Instructions on how to set composite field labels in Microsoft Dynamics 365 / Dynamics CRM Article Type: Information / Troubleshooting / Support Related Product(s): This article relates to the following products: Microsoft Dynamics CRM 2015 Microsoft Dynamics CRM 2013 Related Articles: Since the 2013 version, Dynamics CRM has come with Composite Fields for address data. […]