Understanding the Infor CRM Web Client Workspace
The workspace is the area where various views appear in the main Infor CRM Web Client.
Element | Description |
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Title Bar |
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Navigation Bar |
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Menu Bar |
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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. |
Status Bar |
The status bar displays the user, date, time zone and Log Off button |
Understanding the Available Buttons