General Options

On the General tab you can specify default settings for which view opens by default when you first log into Infor CRM SLX Web Client and the default owner for new records created.

To set general options:

From the Tools menu, click Options.
Click General tab.
From the Show on Startup box field, select the default view you want to display when you log in to the Web Client, (for example, What's New or Calendar).
In the Default Owner/Team field, click and select a user or team which you wish to set as the default owner for new accounts, and click OK.
For Multi-Currency only: To select a currency type, click on My Currency field and select a currency from the list, and click OK.
To get updated pick list data, click Refresh Pick List Data. This button should be clicked only if updated pick list items available. For example, the Opportunity Status pick list has been updated.
To get notifications about unsaved changes on a page, select Prompt for unsaved data check box. Clear this check box to stop notifications about unsaved changes.

Note: This option is selected by default:
Select the Default Username/Time Stamp in Memo Fields to create an option to click the User Date Stamp button to add your name, the date, and time (according to your language settings) to a memo box. This option will work only on those memo boxes for which your administrator has turned this feature on.
Select the Display List view check boxes check box to include a column of check boxes in all the list views.
To automatically log off Infor CRM SLX Web Client after a period of inactivity, select the Enable Automatic Logoff check box. Specify the allowable number of minutes of inactivity in the Log off after field, after which the Infor CRM SLX Web Client should log off.
In the Contact Sync Group field, select an ad hoc contact group which contains a contact list to be be synchronized. If the desired ad hoc group is not present in the list, you must create the group. Do not select a contact sync group if you are only synchronizing with Outlook using Outlook sync. If you are using Outlook sync, refer to "Configuring the Contact Sync Group" in the Infor CRM SLX Web Client Help.
In the Log to History field, select Prompt if you wish to view the Complete E-mail dialog box to be displayed after you drag and drop an e-mail message. If you wish to record the message to history without prompting, select Do Not Prompt.

Note: This option applies only to drag and drop e-mails. You must set options for Send to CRM and Record to History in Outlook. Refer to Configuring Outlook Integration.
To install Xbar for Outlook, click Install Xbar for Outlook. For more information, see Installing Infor CRM SLX Xbar for Microsoft Outlook.
To install the Mail Merge for Microsoft Word add-in, click Install Mail Merge for Microsoft Word. For more information, see Installing Infor CRM SLX Mail Merge For Microsoft Word
For Offline Web Client users only: To run reports while offline, ensure the Use ActiveReporting check box is selected.
Click Save. You must click Save on each tab else your selections will not be saved.