Sharing Records with Infor Ming.le

Infor Ming.le only. You can share records so that these are dispalyed to selected users in Infor Ming.le. When a record is shared, the selected users receive a notification in Infor Ming.le with a link to that record in Infor CRM that allows the user to "drill back" to Infor CRM.

Note:

Shared records are only displayed within Infor Ming.le if the user has access to the record.
Activity records cannot be shared with Ming.le.

To share records:

Open a list view.
Select the record or records you want to share.
- Open a group, perform a Lookup, or filter the list to find the record or records you want to share.All of the records in the list are selected to share.
- To select a single record to share, click the link to open the detail view.
In the Infor Ming.le toolbar, click (Share) icon.
In the Share window identify the user, to receive the notification and who can view the shared records.
1. In the field, specify any comments you want other people to see and tag users or groups with whom you want to share the record or records. To tag a user or group, press the @ key and specify the user's name or group name. Repeat for each user or group with whom you want to share the record or records.
  Each tagged user or member of the selected group receives a notification for the shared records. However, if a user does not have the security to view the record or the user is not identified in the next step the user is not be able to view the record.
2. Identify who can see the shared records in Infor Ming.le and select from the list:
  This determines who can view the shared records in Infor Ming.le, but these users must not receive a notification unless they are also tagged or part of a tagged group in the previous step.
  Tagged Users and Groups
  
  Record is posted to the feed page and the feed page of any users and groups you tagged.
  
  Connected Users
  
  Record is posted to the Infor Ming.le feed page and on all of the connected users' feed pages.
  
  Public
  
  Record is only updated on the feed page, but is viewable by all Infor Ming.le users.
  
  Groups
  Record is posted to the feed page and the feed page of all group members.
  
  Select the Infor Ming.le group from the list that displays below Groups.
  Streams
  
  Record is posted to the feed page and the feed page of any owners or participants in the stream. Streams are administrator-created templates that contain a series of steps and "stream owners" or "participants".
  For more information about sharing content see the Infor Ming.le online help.
To add an attachment, click Add Attachments, navigate to the file you want to add, and then click Open.
Click Share.