Understanding the Available Buttons

Many features in the Infor CRM SLX Web Client are accessed through buttons. The following list shows each of the buttons available, and describes the action each button performs. When you drag the mouse across a button in the Infor CRM SLX Web Client, a tool tip explaining the button function appears. Buttons are referred to by the respective tool tip.

Button	Tool tip or Description	Event
	Accepted	Indicates an activity has been accepted.
	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 Custom Product	Click this button to add a custom product to a sales order or quote.
	Add File	Click this button to attach a file.
	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.
	Camera	Click this button to take a forecast snapshot.
	Clear	Click this button to clear a lookup selection.
	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.
	Declined	Indicates an activity has been declined.
	Delete or Remove	Click this button to delete or disassociate an item.
	Duplicate	Click to create a copy of a record to create a new record.
	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.
	Email	Click this button to open a new e-mail message.
	Expand	Click this button to view additional information in a list row.
	Filter	Click this button to filter a list of records.
	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 the assigned job. The number next to the icon shows the number of jobs that are available 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 MapQuest using the current address information.
	Mark this item as useful	Click this button if you find a solution helpful, but are not pasting it into the assigned ticket.
	Maximize pane	Click this button to maximize the size o
	Meeting	Identifies a meeting, or click this button to schedule a meeting from the Activities tab.
	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.
	Past Due	Click this button to open the Activities view Past Due tab.
	Personal Activity	Identifies a personal activity, or click this button to schedule a meeting from the Activities tab.
	Phone call	Identifies a phone call, or click this button to schedule a meeting from the Activities tab.
	Previous	Click this button to view the previous record.
	Recurring	Identifies that an activity is part of a recurring activity series.
	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 that you have made since the last update.
	Save	Click this button to save the changes.
	Save & Clear	Click this button to save the current record and clear the information in order to insert a new record.
	Save & New	Click this button to save the current record and retain the account information.
	Search	Infor Ming.le only. Available from the Infor Ming.le toolbar. Opens Infor Ming.le search.
	Send to Email	Click this button to open an email message with the contents of the note or history copied and pasted in the message.
	Send to Word	Click this button to open a Microsoft Word document with the contents of the note or history copied and pasted in the document.
	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.
	Sync or Sync Enable	Click to start a manual synchronization or enable synchronization.
	Sync Disable	Click to disable synchronization.
	To Do	Identifies a to do, or click this button to schedule a meeting from the Activities tab.
	Unconfirmed	Indicates an activity has not been accepted or declined.
	Update Target	Click to update the campaign target list.
	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 the assigned ticket notes.
	View Parent/Child Hierarchy	Click to view an account’s parent and child relationships to other accounts.
	WWW	Click this button to go to the account's Web site.