Sharing Notes and History Items with Infor Ming.le

Infor Ming.le only. You can share notes and history items so that these are displayed to the respective colleagues in Infor Ming.le. When an item is shared, the colleagues can view the shared items in the My Feed view in Infor Ming.le. Each item has a link to that item in Infor CRM that allows the user to "drill back" to Infor CRM.

Note: 

If you edit a note or history item after sharing it, the changes will not be shared automatically. You will need to share the item again.

To share notes and history items:

  1. Navigate to the detail view with the note or history item you want to share.
  2. Click the Notes/History tab.
  3. Perform one of the following step:
    • Select one or more records by pressing the CTRL or Shift key as you click each item.
    • To share all of the notes do not select any note records. When prompted click Yes to continue.
  4. Click (Share on Ming.le) icon.

    The selected items is displayed on the colleagues My Feed view in Infor Ming.le.

  5. Click OK.
Parent topic: What is Infor Ming.le?
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