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.png 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.png 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.png Filter Click this button to filter a list of records.
Find Click this button to perform a lookup.
first.png First Click this button to view the first record in a group.
help Help Click this button to open Web Client Help.
job_notf 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.png 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_used Mark this item as useful Click this button if you find a solution helpful, but are not pasting it into the assigned ticket.
max Maximize pane Click this button to maximize the size o
meeting.png Meeting Identifies a meeting, or click this button to schedule a meeting from the Activities tab.
min Minimize pane Click this button to minimize the size of the window pane.
move.png Move Click this button to move a contact to a different account.
next.png Next Click this button to view the next record.
pastdue Past Due Click this button to open the Activities view Past Due tab.
personal activity.png Personal Activity Identifies a personal activity, or click this button to schedule a meeting from the Activities tab.
phone call.png Phone call Identifies a phone call, or click this button to schedule a meeting from the Activities tab.
previous.png Previous Click this button to view the previous record.
recurring.png Recurring Identifies that an activity is part of a recurring activity series.
refresh.png Refresh Click this button to refresh the list of records in a list view.
removecondition.png Remove Condition Click this button to remove a parameter from the Lookup on the List or Detail views.
reset.png Reset Click this button to clear any changes that you have made since the last update.
save.png Save Click this button to save the changes.
save clear.png 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.png Search Infor Ming.le only. Available from the Infor Ming.le toolbar. Opens Infor Ming.le search.
sendtoemail.png 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.
sendtowrod.png 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.png 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.png SpeedSearch Click this button to open SpeedSearch.
sync.png

Sync or

Sync Enable

Click to start a manual synchronization or enable synchronization.
syncdisable.png Sync Disable Click to disable synchronization.
todo.png To Do Identifies a to do, or click this button to schedule a meeting from the Activities tab.
uncomfirmed.png Unconfirmed Indicates an activity has not been accepted or declined.
update target.png Update Target Click to update the campaign target list.
user.png 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.
userdatestamp.png User Date Stamp Click this button to put a user name and date stamp in the assigned ticket notes.
viewparentchildhierarchy.png View Parent/Child Hierarchy Click to view an account’s parent and child relationships to other accounts.
www.png WWW Click this button to go to the account's Web site.