Understanding the Infor CRM Customer Portal Workspace

The workspace is the area where various views appear in the main Infor CRM Customer Portal.

Each view in your Infor CRM Customer Portal contains many of the following elements.

Element Description
Title Bar

The title identifies which record is currently being displayed in the active view.

Navigation Bar Located on the left side of the Infor CRM Customer Portal workspace, the Navigation Bar contains the button that opens the Ticket List view.

The Navigation bar can be docked or hidden. If you cannot see the Navigation Bar, click the icon in upper left corner of your workspace.

To dock the Navigation bar, so that it always appears, click the icon. To hide the Navigation Bar, click the icon.

Menu Bar The menu bar contains the Infor CRM Customer Portal commands. These include Recently Viewed, Add Ticket, Help, and the SpeedSearch button.
Lookup The Lookup button, located to the left of the group tabs in most list and detail views, allows you search from records using one or more search conditions.
Speed Search SpeedSearch helps you find information stored in the Infor CRM database. For example, you can search through existing tickets or procedures to help solve a customer's problem, or search for a specific document, like a sales presentation.
Tabs Tabs organize information on many of the list views, detail views and dialog boxes.
Pick Lists A pick list is a set of values you can select from when entering data. Pick lists are useful because they encourage consistent data entry. Your access rights determine if you can add, edit, or delete pick list items. To open a pick list, click the drop-down arrow in the box.
Status Bar

The status bar displays the user, date, time zone and Log Off button
Using List ViewsClosed

List views display information in a list with columns and rows of information. Each tab in the list view contains a group of contacts, accounts, opportunities, or tickets and so on.

  • You can customize your list view groups by adding or removing columns, changing the column order and adjusting column widths.
  • Clicking a column header sorts the information in that column. The arrow marker indicates whether the column is ascending or descending.
Using Detail ViewsClosed

Most records in Infor CRM display information in both a List view and a Detail view. The Detail view consists of information boxes, tabs, and a user-defined middle section.

  • The upper section shows basic information about the selected record. When you add a new record, dialog boxes guide you through entering the information that appears in the Detail view. To edit information, click the box you want to change.
  • The middle section is called the user-defined area. You can use this area to keep the tab you use most often visible. To move a tab to the middle section, click one of the tabs in the bottom section, hold the mouse button, and drag the tab to this area. The tab will remain open in the user-defined area each time you use the Infor CRM Customer Portal. If you want to change the tab in the middle section, select another tab and drag it to replace the current tab.
  • The lower section contains a group of tabs. Each tab shows specific information you need for the related record. Your system administrator can create custom tabs for your company. Click the and select the check box of the columns you want to appear in the grid and clear the check boxes of the columns you want to hide in the grid. When finished, move your mouse cursor off of the menu and click to close the menu.