Bookmarking Infor CRM Records or Views

Infor Ming.le only. Use bookmarks to create a list of records or views that you use often or want to return to quickly. You can also view and manage your bookmarks in Infor Ming.le.

Activity records and views cannot be bookmarked.

How Do I?

Add a bookmarkClosed
  1. Select the record or records you want to bookmark.
    • To select a single record to bookmark, click the link to open the detail view.
    • To select multiple records, open a list view and open a group, perform a Lookup, or filter the list to find the record or records you want to bookmark.
      All of the records in the list will be selected to bookmark.
  2. In the InforMing.le toolbar click the BookmarksClosed button and select Bookmark this page.
  3. Verify the correct view or record is selected.
  4. Click Save.
    The bookmark is added to the list.
Manage my bookmarksClosed
  1. In the Infor Ming.le toolbar click the BookmarksClosed button and select Manage Bookmarks.
  2. Use the Bookmarks view in Infor Ming.le to edit or delete bookmarks.
View a list of my bookmarksClosed
  • In the Infor Ming.le toolbar click the BookmarksClosed button and view the list of bookmarks.

 

 

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.