Understanding the Available Buttons

Many features in the Infor CRM Web Client are accessed through buttons. The following list shows each of the buttons available, and describes the action each button performs. When you drag your mouse across a button in the Infor CRM Web Client, a tool tip explaining the button function appears. Buttons are referred to by their tool tip.

Button	Tool tip or Description	Event
	Account Service information	Click this button to open the Account Service Information dialog box.
	Add, Associate	Click this button to add or associate an item.
	Add Condition	Click this button to add another parameter to the Lookup on the List or Detail views.
	Add URL	Click this button to attach a Web address URL.
	Alerts	Click this button to view activities with triggered alarms and unconfirmed activities.
	App Menu	Infor Ming.le only. Available from the left side of the Infor Ming.le toolbar. Use this menu to select another Infor application.
	Associate	Click this button to associate an item.
	Bookmarks	Infor Ming.le only. Available from the Infor Ming.le toolbar. Displays the Bookmark menu where you can put a "bookmark" on the current view for quick access, manage your bookmarks, or view a list of your bookmarks.
	Calendar	Click this button to select a date and time.
	Collapse	Click this button to hide additional information in a list row.
	Complete	Click this button to complete an activity.
	Copy Information to the Clipboard	Click this button to copy contact information to the Clipboard.
	Delete or Remove	Click this button to delete or disassociate an item.
	Edit	Click this button to edit information.
	Edit Form	Click this button to open the Web Form Designer. Only users with the appropriate role can access this feature.
	Ellipsis	Click this button to open a multi-select pick list.
	E-mail	Click this button to open a new e-mail message.
	Expand	Click this button to view additional information in a list row.
	Find	Click this button to perform a lookup.
	First	Click this button to view the first record in a group.
	Help	Click this button to open Web Client Help.
	Job Notification	Click the drop-down arrow to display notification details and to access the result of your job. The number next to the icon shows how many jobs are available for you to view.
	Last	Click this button to view the last record in a group.
	List View	Click this button to switch to the list view.
	Map	Click this button to open a map using the current address information. If Contour integration is enabled and configured it will open a map using the Contour provider. If a provider is not configured then the address will open in MapQuest.
	Mark this item as useful	Click this button if you find a solution helpful, but are not pasting it into your ticket.
	Maximize pane	Click this button to maximize the size of the window pane.
	Minimize pane	Click this button to minimize the size of the window pane.
	Move	Click this button to move a contact to a different account.
	Next	Click this button to view the next record.
	Past Due	Click this button to open the Acitvities view Past Due tab.
	Previous	Click this button to view the previous record.
	Refresh	Click this button to refresh the list of records in a list view.
	Remove Condition	Clck this button to remove a parameter from the Lookup on the List or Detail views.
	Reset	Click this button to clear any changes you've made since the last update.
	Save	Click this button to save your changes.
	Search	Infor Ming.le only. Available from the Infor Ming.le toolbar. Opens Infor Ming.le search.
	Share	Infor Ming.le only. Available from the Infor Ming.le toolbar. Click this button to share the current record or view with Infor Ming.le.
	SpeedSearch	Click this button to open SpeedSearch.
	User	Infor Ming.le only. Available from the Infor Ming.le toolbar. Displays the Infor Ming.le user profile menu to access Infor Ming.le Alerts, Tasks, Notifications, Posts, Admin Settings, User Settings, User Management, Mobile Apps, Help, and About, and to sign out of your Infor Ming.le session.
	User Date Stamp	Click this button to put a user name and date stamp in your ticket notes.
	WWW	Click this button to go to a Web site.

What's New in this Release

For a list of new features, see the What's New In This Release topic.

Other Resources

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.