Editing User Options

Infor CRM provides tools that you can use to modify some parts of the interface based on your requirements. The user options allow you to set specific preferences to customize the view that is displayed when you start the Infor CRM Web Client and Alerts. These settings are specific for each user you and are not visible to the other Infor CRM users. Some options are shared between the Infor CRM Client and Infor CRM Web Client.

To edit user options:

  1. From the Tools menu, select Options.
  2. Select the tab for which the options must be edited.
    1. On the General tab, you can edit the initial startup view, the default owner or team, the Mail Merge base templates, the number of templates in the most recently used list, or email options.
    2. On the Group tab, you can select the group of records to use as your default group for each record type.
    3. On the Calendar tab, you can set options for the Calendar view. You can determine the information that displays on your calendar, the default view, or the day start and end times.
    4. On the Change Password tab, you can change your password.
    5. On the Opportunities tab. you can set the default values for the new opportunities.
    6. On the Alerts tab, you can set the default method to receive the alerts.
    7. On the Activities tab, you can set the values for the Activity Main view, follow-up activities, or activity alarms.
    8. On the Authorize Services tab, you can set the values for third party integrations.
    9. On the User Profile tab, you can set the default values to customize your preferences. For example, you can set your language preference.
    10. On the Customer Service Options tab, you can set the values for customer service items, such as Tickets.
  3. Click (Save).

    You must click (Save) on each tab to save your settings.

Parent topic: Getting Started with the Infor CloudSuite CRM Web Client