Understanding the Infor CRM Web Client Workspace
The workspace is the area where various views appear in the main Infor CRM Web Client.
|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
|Task Pane||The Task Pane displays to the right of the main window pane. The Task Pane consists of filters, common tasks and other features designed to help you complete your work. The available options depend on the record type and type of view where you are working.|
The status bar displays the user, date, time zone and Log Off button
List views display information in a list with columns and rows of information.
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.
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 Web Client. 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.
Understanding the Available Buttons
What's New in this Release
For a list of new features, see the What's New In This Release topic.
Getting Started with Infor CRM Web Client
Infor CRM Quick Reference for the Web User
This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at email@example.com.