Dragging and Dropping

Use the drag and drop feature to rearrange portions of the Infor CRM interface or add attachments. If you have installed Xbar, you can also drag and drop Microsoft Outlook email messages to Infor CRM.

Using drag and drop feature you can:

• Rearrange items in the interface:
  1. Move the mouse over the item you want to move. If the tab can be moved, the cursor changes.
  2. Press and hold the mouse button on the item and drag it to the desired position.

     For example, another position in a grid, on the tab bar, in the More Tabs area, or in the user defined middle section.

  3. Release the mouse button.
• Attach a file:
  Note:  Drag and drop is not available on the history or activity Attachments tabs
  1. Browse to the file you want to add.
  2. Drag the file and drop it onto the appropriate record detail view.

     The Add Attachment(s) dialog box opens.

  3. In the Description field, specify a description for the file if the default description is not clear.
  4. Click OK.
• Record an email message to history:
  1. Open the detail view of the appropriate contact, account, lead, opportunity or ticket.
  2. In Microsoft Outlook select the email message you want to add to Infor CRM.
  3. Click the message and press and hold your mouse button on the item and drag it to the open detail view in Infor CRM.

     Depending upon the options, you may be prompted to enter history information.