Troubleshooting Send to CRM and record to history

Problem	Possible Causes	Possible solutions
My Send to CRM option 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 Infor CRM SLX Xbar for Microsoft Outlook
My email do 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, the email is not recorded to history in Infor CRM SLX.	Check your Send to CRM/Record to History settings in Infor CRM SLX Options. See Setting Infor CRM SLX Connector Send to CRM/Record to History Options
	Your options to prompt for duplicate contacts or leads may be disabled. If more than one contact or lead have the same email address and you are not prompted to resolve those records, 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. See Setting Infor CRM SLX Connector Send to CRM/Record to History 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 does not attempt 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 Infor CRM SLX Xbar for Microsoft Outlook You can only drag and drop emails onto the Contact, Account, Lead, Opportunity and Ticket detail views.

My Send to CRM option 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 Infor CRM SLX Xbar for Microsoft Outlook

My email do 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, the email is not recorded to history in Infor CRM SLX.

Check your Send to CRM/Record to History settings in Infor CRM SLX Options. See Setting Infor CRM SLX Connector Send to CRM/Record to History Options

Your options to prompt for duplicate contacts or leads may be disabled. If more than one contact or lead have the same email address and you are not prompted to resolve those records, 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. See Setting Infor CRM SLX Connector Send to CRM/Record to History 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 does not attempt 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 Infor CRM SLX Xbar for Microsoft Outlook

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