Understanding the Infor CRM Web Client Workspace

The workspace is the area in which, various views appear in the main Infor CRM Web Client.


Element	Description
Title Bar	The title identifies which record is currently being displayed in the active view. When you are in a detail view, the title bar displays the name of the current record.
Navigation Bar	Located on the left side of the Infor CRM Web Client workspace, the Navigation Bar contains the buttons that open the main Infor CRM Web Client views. The Navigation bar can be docked or hidden. If you cannot see the Navigation Bar, click the icon in upper left corner of the workspace. To dock the Navigation bar, so that it always appears, click the icon. To hide the Navigation Bar, click the icon. The administrator can group the buttons into Navigation Group subsets that focus on specific elements of the business, such as Sales or Support. For example, the Support group contains Contacts, Tickets, Defects, Activities, Calendar, and Reports.
Menu Bar	The menu bar contains the Infor CRM Web Client commands. These include Recently Viewed, New, Schedule, Tools, Write, , Alerts , Job Notification , SpeedSearch, and the Help button. Click a menu to expand it.
Lookup	The Lookup button, located to the left of the group tabs in most list and detail views, allows you search from records using one or more search conditions.
Speed Search	SpeedSearch helps you find information stored in the database. For example, you can search through existing tickets or procedures to help solve a customer's problem, or search for a specific document, like a presentation.
Tabs	Tabs organize information on many of the list views, detail views and dialog boxes.
Pick Lists	A pick list is a set of values you can select from when entering data. Pick lists are useful because they encourage consistent data entry. The access rights determine if you can add, edit, or delete pick list items. To open a pick list, click the in the box.
Task Pane	The Task Pane displays to the right of the main window pane. The Task Pane consists of filters, common tasks and other features designed to help you complete the work. The available options depend on the record type and type of view where you are working.
Status Bar	The status bar displays the user, date, time zone and Log Off button

Using List Views

List views display information in a list with columns and rows of information. Each tab in the list view contains a group of contacts, accounts, opportunities, or tickets and so on.

You can customize the list view by sorting information in the columns, rearranging the order of columns, and adjusting column widths.
Clicking a column header sorts the information in that column. The arrow marker indicates whether the column is ascending or descending.

Using Detail Views

Most records in Infor CRM display information in both a List view and a Detail view. The Detail view consists of information boxes, tabs, and a user-defined middle section.

The upper section shows basic information about the selected record. When you add a new record, dialog boxes guide you through entering the information that appears in the Detail view. To edit information, click the box you want to change.
The middle section is called the user-defined area. You can use this area to keep the tab you use most often visible. To move a tab to the middle section, click one of the tabs in the bottom section, hold the mouse button, and drag the tab to this area. The tab remains open in the user-defined area each time you use the Infor CRM Web Client. If you want to change the tab in the middle section, select another tab and drag it to replace the current tab.
The lower section contains a group of tabs. Each tab shows specific information you need for the related record. The system administrator can create custom tabs for the company. Click the and select the check box of the columns you want to appear in the grid and clear the check boxes of the columns you want to hide in the grid. When finished, move the mouse cursor off of the menu and click to close the menu.