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customerfx.bsky.social
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
AI is changing CRM — but not all innovation delivers real business value. The next evolution isn’t just automation; it’s agentic AI combined with no-code platforms, enabling organizations to move faster while staying in control. That’s the focus of Creatio No-Code Days Florida: Agentic Leadership,
Creatio No-Code Days Florida 2026: What CRM Leaders Need to Know About the Agentic Era
AI is changing CRM — but not all innovation delivers real business value. The next evolution isn’t just automation; it’s agentic AI combined with no-code platforms, enabling organizations to move faster while staying in control. That’s the focus of Creatio No-Code Days Florida: Agentic Leadership, taking place June 11–12, 2026. This flagship Creatio conference brings […]
customerfx.com
January 29, 2026 at 3:00 PM
How to correct the style of image buttons in the Infor CRM web client so that different user themes render icons correctly.
Infor CRM Web Client Image Button Style Problem
How to correct the style of image buttons in the Infor CRM web client so that different user themes render icons correctly.
customerfx.com
January 27, 2026 at 3:00 PM
Some the possible remedies for a sluggish Infor CRM SLX system include setting up content expiration and/or multiple application pools, and having the site precompile after a deployment.
Additional Remedies for Sluggish Infor CRM SLX
Some the possible remedies for a sluggish Infor CRM SLX system include setting up content expiration and/or multiple application pools, and having the site precompile after a deployment.
customerfx.com
January 23, 2026 at 3:00 PM
Some the possible remedies for a sluggish Infor CRM SLX system include upgrading the server specs, clearing out unused groups for the database, and clearing out the INDEXUPDATES table in the database.
Remedies for Sluggish Infor CRM SLX
Some the possible remedies for a sluggish Infor CRM SLX system include upgrading the server specs, clearing out unused groups for the database, and clearing out the INDEXUPDATES table in the database.
customerfx.com
January 17, 2026 at 3:00 PM
At Customer FX, working closely with organizations to help them get more value from their CRM is our goal, both today and as their needs evolve. That’s why we recommend that you join this upcoming Infor-hosted webinar unveiling Infor CRM SLX v10 and the Product Roadmap. This is a major release focu
Upcoming Webinar: What’s New in Infor CRM SLX V10 and Product Roadmap
At Customer FX, working closely with organizations to help them get more value from their CRM is our goal, both today and as their needs evolve. That’s why we recommend that you join this upcoming Infor-hosted webinar unveiling Infor CRM SLX v10 and the Product Roadmap. This is a major release focused on performance, usability, […]
customerfx.com
January 15, 2026 at 3:00 PM
If you've ever opened a support case and thought, "where do I start?", you're not alone.

Between long descriptions, activity histories, emails, attachments, and multiple tabs, support cases can quickly become information overload. When you’re trying to help a customer—or jump into a case someone
Using AI in Creatio to Understand a Case
If you've ever opened a support case and thought, "where do I start?", you're not alone. Between long descriptions, activity histories, emails, attachments, and multiple tabs, support cases can quickly become information overload. When you’re trying to help a customer—or jump into a case someone else has been working—you don’t always have time to read everything line by line.  This is a great time to make use of AI Case Summary in Creatio.
customerfx.com
January 15, 2026 at 3:00 PM
In 2025, Infor hosted a series of Infor CRM SLX webinars designed to help CRM administrators, power users, and business leaders get more value from their Infor CRM investment. These on-demand Infor CRM SLX webinars cover a wide range of topics, including Infor CRM SLX administration best practices,
2025 Infor CRM SLX Webinar Roundup: Admin Tips, Workflow Automation, Mobile & AI
In 2025, Infor hosted a series of Infor CRM SLX webinars designed to help CRM administrators, power users, and business leaders get more value from their Infor CRM investment. These on-demand Infor CRM SLX webinars cover a wide range of topics, including Infor CRM SLX administration best practices, workflow automation and customer journey optimization, mobile […]
customerfx.com
January 9, 2026 at 3:00 PM
This article will look at how to execute a process via client-side Javascript code and pass multiple records. Refer to the previous articles on executing a process via code below: Starting a Process from Client-Side Code on a Creatio Freedom UI Page Programmatically Starting a Process from Client C
Executing a Process and Passing a Collection of Records via Javascript Code in Creatio
This article will look at how to execute a process via client-side Javascript code and pass multiple records. Refer to the previous articles on executing a process via code below: Starting a Process from Client-Side Code on a Creatio Freedom UI Page Programmatically Starting a Process from Client Code on a Classic Creatio Page In […]
customerfx.com
December 20, 2025 at 3:00 PM
Dec 9, 10:00 AM – 11:00 AM The team at Infor will hold an exclusive LinkedIn Live session to showcase the latest Infor CRM innovations to help you get more from your sales processes.  Using AI, you will be able to improve lead scoring, customer insights, and predictive analytics.  This will benefit
See it First: Unlock AI-Powered Sales with Infor CRM SLX
Dec 9, 10:00 AM – 11:00 AM The team at Infor will hold an exclusive LinkedIn Live session to showcase the latest Infor CRM innovations to help you get more from your sales processes.  Using AI, you will be able to improve lead scoring, customer insights, and predictive analytics.  This will benefit your sales teams […]
customerfx.com
December 3, 2025 at 3:00 PM
Understanding the new vs old appearance of the web client in system at version 9.0 and higher.
Infor CRM 9.x Smart Part Style Definitions Defined
Understanding the new vs old appearance of the web client in system at version 9.0 and higher.
customerfx.com
December 3, 2025 at 3:00 PM
Upgrading Infor CRM does not have to be stressful. This guide covers the top five best practices for preparing your environment, handling customizations, merging web.config changes, and running a clean, predictable upgrade.
Top 5 Best Practices for a Smooth Infor CRM Upgrade
Upgrading Infor CRM does not have to be stressful. This guide covers the top five best practices for preparing your environment, handling customizations, merging web.config changes, and running a clean, predictable upgrade.
customerfx.com
November 26, 2025 at 3:00 PM
Once you have configured Gmail to be able to sync with Infor CRM SLX using the Google console, you can take the ID values generated and configure CRM to complete this integration.
Configure Infor CRM SLX to Sync with Gmail
Once you have configured Gmail to be able to sync with Infor CRM SLX using the Google console, you can take the ID values generated and configure CRM to complete this integration.
customerfx.com
November 22, 2025 at 3:00 PM
You need to uses Google console to set your company's Gmail settings to allow sync with Infor CRM SLX.
Configure Google Console to enable Infor CRM SLX to sync with Gmail
You need to uses Google console to set your company's Gmail settings to allow sync with Infor CRM SLX.
customerfx.com
November 14, 2025 at 7:53 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
[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
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
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
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
️ 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
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
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
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
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
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
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
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