Troubleshooting Send to CRM and Record to History

You may encounter the these issues with Send to CRM:

Problem Possible Causes Possible solutions
My Send to CRM button is missing from Microsoft Outlook Infor CRM SLX Xbar for Microsoft Outlook is not installed. You must install Xbar to use these features. See Installing Xbar for Microsoft for more information.
My email does not record to history The Infor CRM SLX database information is not set up. You must set your Outlook options.
The option to prompt for unresolved contacts or leads may be turned off. If a contact or lead cannot be found and you are not prompted to resolve those records, then the email is not be recorded to history in Infor CRM SLX. Check your Send to CRM/Record to History settings in Infor CRM SLX Options.
Your options to prompt for duplicate contacts or leads may be turned off. If more than one contact or lead have the same email address and you are not prompted to resolve those records, then the email is recorded to history for the record that has the most history records. Check your Send to CRM/Record to History settings in Infor CRM SLX Options.
I received a message that my Send to CRM message cannot be processed. Xbar is unable to communicate with the Infor CRM SLX Server.
  • Xbar attempts to resend the email message at specific intervals up to 24 hours after the first attempt. You are notified each time the message fails to be sent.
  • Those intervals are 5 minutes, 10 minutes, 20 minutes, 45 minutes, 90 minutes, 3 hours, 6 hours, 12 hours and 24 hours.
  • After 24 hours Xbar no longer attempts to send the message.
I cannot drag and drop an email onto the Infor CRM SLX Web Client. Infor CRM SLX Xbar for Microsoft Outlook is not installed.

You must install Xbar to use these features. See Installing Xbar for Microsoft for more information.

You can only drag and drop emails onto the Contact, Account, Lead, Opportunity and Ticket Detail views.