Understanding the Available Buttons
You can access the features of Infor CRM Web Client through buttons. The following list displays the available buttons, and the actions performed by them. When you drag your mouse across a button in the Infor CRM Web Client, a tool tip explaining the button function appears. Buttons are referred to by their tool tip.
Button | Tool tip or Description | Event |
---|---|---|
Account Service information | Click this button to open the Account Service Information dialog box. | |
Add, Associate | Click this button to add or associate an item. | |
Add Condition | Click this button to add another parameter to the Lookup on the List or Detail views. | |
Add URL | Click this button to attach a Web address URL. | |
Alerts | Click this button to view activities with triggered alarms and unconfirmed activities. | |
App Menu | Infor Ming.le only. Available from the left side of the Infor Ming.le toolbar. Use this menu to select another Infor application. | |
Associate | Click this button to associate an item. | |
Bookmarks | Infor Ming.le only. Available from the Infor Ming.le toolbar. Displays the Bookmark menu where you can put a "bookmark" on the current view for quick access, manage your bookmarks, or view a list of your bookmarks. | |
Calendar | Click this button to select a date and time. | |
Collapse | Click this button to hide additional information in a list row. | |
Complete | Click this button to complete an activity. | |
Copy Information to the Clipboard | Click this button to copy contact information to the Clipboard. | |
Delete or Remove | Click this button to delete or disassociate an item. | |
Edit | Click this button to edit information. | |
Edit Form | Click this button to open the Web Form Designer. Only users with the appropriate role can access this feature. | |
Ellipsis | Click this button to open a multi-select pick list. | |
Click this button to open a new email message. | ||
Expand | Click this button to view additional information in a list row. | |
Find | Click this button to perform a lookup. | |
First | Click this button to view the first record in a group. | |
Help | Click this button to open Web Client Help. | |
Job Notification | Click the drop-down arrow to display notification details and to access the result of your job. The number next to the icon shows how many jobs are available for you to view. | |
Last | Click this button to view the last record in a group. | |
List View | Click this button to switch to the List view. | |
Map | Click this button to open a map using the current address
information.
If Contour integration is enabled and configured it will open a map using the Contour provider. If a provider is not configured then the address will open in MapQuest. |
|
Mark this item as useful | Click this button if you find a solution helpful, but are not pasting it into your ticket. | |
Maximize pane | Click this button to maximize the size of the window pane. | |
Minimize pane | Click this button to minimize the size of the window pane. | |
Move | Click this button to move a contact to a different account. | |
Next | Click this button to view the next record. | |
Opportunity Statistics | Click this button to open Opportunity Statistics. | |
Past Due | Click this button to open the Activities view Past Due tab. | |
Previous | Click this button to view the previous record. | |
Refresh | Click this button to refresh the list of records in a list view. | |
Remove Condition | Click this button to remove a parameter from the Lookup on the List or Detail views. | |
Reset | Click this button to clear any changes you've made since the last update. | |
Save | Click this button to save your changes. | |
Search | Infor Ming.le only. Available from the Infor Ming.le toolbar. Opens Infor Ming.le search. | |
Share | Infor Ming.le only. Available from the Infor Ming.le toolbar. Click this button to share the current record or view with Infor Ming.le. | |
SpeedSearch | Click this button to open SpeedSearch. | |
Update Multiple Opportunities | Click this button to update multiple opportunities at one time. | |
User | Infor Ming.le only. Available from the Infor Ming.le toolbar. Displays the Infor Ming.le user profile menu to access Infor Ming.le Alerts, Tasks, Notifications, Posts, Admin Settings, User Settings, User Management, Mobile Apps, Help, and About, and to sign out of your Infor Ming.le session. | |
User Date Stamp | Click this button to put a user name and date stamp in your ticket notes. | |
WWW | Click this button to go to a Web site. |