Understanding the Available Buttons
Many features in the Infor CRM SLX Customer Portal are accessed through buttons. The following list shows each of the buttons available, and describes the action each button performs. When you drag your mouse across a button in the Infor CRM SLX Customer Portal, a tool tip explaining the button function appears. Buttons are referred to by their tool tip.
Button | Tool tip or Description | Event |
---|---|---|
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. | |
Calendar | Click this button to select a date and time. | |
Collapse | Click this button to hide additional information in a list row. | |
Delete or Remove | Click this button to delete or disassociate an item. | |
Edit | Click this button to edit information. | |
Ellipsis | Click this button to open a multi-select pick list. | |
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. | |
Last | Click this button to view the last record in a group. | |
List View | Click this button to switch to the List view. | |
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. | |
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. | |
Save | Click this button to save your changes. | |
SpeedSearch | Click this button to open SpeedSearch. |