General Options

Use the General tab to specify such settings as which view opens by default when you first log into Infor CRM Web Client, and who to use as the default owner for any new records you create.

To set general options

1. On the Tools menu, click Options.
2. Click the General tab.
3. In the Show on Startup box, select the default view you want to display when you log in to the Web Client, (for example, What's New or Calendar).
4. In the Default Owner/Team box, click the Find button, select the user or team you want to be the default owner for new accounts, and then click OK.
5. If you want to be automatically logged out of the Infor CRM Web Client after a period of inactivity, select the Enable Automatic Logoff option, and then type the allowable number of minutes of inactivity.
6. If you want to be notified when you have unsaved changes on a page, select the Prompt for unsaved data check box. This option is selected by default. Clear the check box if you do not want to be notified.
7. Select the Default Username/TIme Stamp in Memo Fields if you want to have the option to click the User Date Stamp button to add your name, the date, and time (according to your language settings) to a memo box..
   This option will only work on memo boxes on which your administrator has turned on this feature.
8. If you need updated pick list data, click the Refresh Pick List Data button.
   You should only click this button if there are updated pick list items available. For example, the Opportunity Status pick list has been updated.
9. For Multi-Currency only: To select a currency type, click the My Currency Find button, select a currency from the list, and then click OK.
10. In the Contact Sync Group, select an ad hoc contact group that will contain the contacts to synchronize. If the ad hoc group you want to sync your contacts to does not appear in the list, you must create the group.
    Do not select a contact sync group if you are only synchronizing with Outlook using Outlook sync. If you are using Outlook sync, see Configuring the Contact Sync Group.
    
11. Select the Display List view check boxes option if you want all of your list views to include a column of check boxes.
12. Select the Mail Merge Base Templates you want to use when creating a new contact e-mail, fax, or letter template.
    1. Click the Type drop-down arrow and select Contact.
    2. Click the E-mail Base Template Find button.

    3. Select a template and click OK.

    4. Repeat steps b-c for Letter Base Template and Fax Base Template.

13. Select the Mail Merge Base Templates you want to use when creating a new lead e-mail, fax, or letter template.
    

    When selecting templates for leads select only templates that end with "(Lead)".

    1. Click the Type drop-down arrow and select Lead.
    2. Click the E-mail Base Template Find button.

    3. Select a template and click OK.

    4. Repeat steps b-c for Letter Base Template and Fax Base Template.
14. In the Write Menu - Recent Templates box, enter the number of templates you want to display in the most recently used templates list.
15. In the Fax Provider box, click the drop-down arrow and select the fax provider you want to use for faxing.
16. In the Log to History box, select Prompt if you want the Complete E-mail dialog box to display after you drag and drop an e-mail message. If you want the message to be recorded to history without prompting, select Do Not Prompt.

    This option only applies to dragging and dropping e-mails. You must set options for Send to CRM and Record to History in Outlook.

17. To install Office Integration, click Install Office Integration.
18. To install Infor CRM Xbar for Microsoft Outlook, click Install Xbar for Outlook.
19. For Offline Web Client users only: To run reports while see target, ensure the Use ActiveReporting check box is selected.
20. Click Save.
    You must click Save on each tab or your option selections will not be saved.

Related Topics

Setting User Options

Troubleshooting Send to CRM and Record to History