Setting Infor CRM Advanced Options

Use the Advanced tab to enable the ability to drag and drop from Microsoft Outlook to the Infor CRM Web Client. Once you select this option you will be able to drag and drop e-mail history records to the Infor CRM Web Client in a non-Internet Explorer browser.

This option is for Infor CRM Web Client users only. Drag and drop is already available for all Infor CRM Windows users. Dragging and dropping from Microsoft Outlook to the Infor CRM Web Client in a non-Internet Explorer browser is only supported for Infor CRM version 8.3.0.04 and later.

To set options

1. Click the Infor CRM Options button and, if necessary, click Advanced.
2. Select Enable drag-and-drop from Outlook to all browsers.
   By default this option is selected.
   

   If you do not select this option, dragging and dropping an e-mail record to the Infor CRM Web Client in a non-Internet Explorer browser will not work. You will not be notified that the record was not recorded to history.

3. Click OK if you are finished setting all of your options, or select another options tab.

Related Topics

Configuring Outlook Sync and Outlook Integration