Setting Infor CRM Xbar Side Panel Options

Use the Xbar Side Panel tab to set options specific to Xbar. This tab is not available unless Xbar is installed.

To set options:

  1. Click Infor CRM Options, and then click Xbar Side Panel.
  2. The cards for Members listed on an email selected in Microsoft Outlook are filtered in Xbar by All, From, and To. Expand the Default email filter options to select which filter group you want to see first.
    The other filter groups are accessible at any time by clicking All in the upper right corner of the Xbar pane.
  3. In the Members to display field, specify a value to limit the number of Member cards that are displayed when you first click on an email.
    The maximum value can be 20 because displaying a large number of Member cards slows down the performance of the application.
  4. In the Members "Load More" adds field, specify the number of Member cards to be added more, each time you click Load More.
    The maximum value can be 20 because displaying a large number of Member cards slows down the performance of the application.
  5. Expand the Opportunity Group option to select the default group that is displayed when you click the Opportunity totem in a Member card.
    Note: The following default fields are required to enable the Opportunity Groups to display correctly: ADDTOFORECAST, DESCRIPTION, ESTIMATEDCLOSE, SALESPOTENTIAL, CLOSEPROBABILITY, STAGE. Add these fields to your group using the Infor CRM Web Client.
  6. Expand the Ticket Group options to select the default group that appears when you click the Ticket totem in a Member card.
    Note: The following default fields are required to enable the Ticket Groups to display correctly - TICKETNUMBER, SUBJECT, URGENCYDESCRIPTION, NEEDEDBYDATE. Add these fields to your group using the Infor CRM Web Client.
  7. Select the Preload all Associated Records check box to improve Xbar response time by delaying loading records until they are needed. When this check box is selected, the expand arrow is replaced by a plus icon on the summary view for any applicable entity.
  8. Click OK if you are finished setting all of your options, or select another options tab.
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