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 Account/Contact	Quickly add an account and contact when creating a quote or sales order.
	Add/Remove Column	Click this button to add or remove grid columns in a list view or tab.
	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 Step	Click this button to add a step to a CRM Workflow.
	Add URL	Click this button to attach a Web address URL.
	Alerts	Click this button to view activities with triggered alarms and unconfirmed activities.
	Approve	Identifies a CRM Workflow Approve step.
	Associate	Click this button to associate an item.
	Attachment	In the Activities list view, identifies if an activity has an attachment.
	Branch	Identifies a CRM Workflow Branch step.
	Business Rule	Identifies a CRM Workflow Business Rule step.
	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.
	Create Activity	Identifies a CRM Workflow Create Activity step.
	Create Entity	Identifies a CRM Workflow Create Entity step.
	Create History	Identifies a CRM Workflow Create Entity step.
	Database Change	Indicates the history record type is a database change.
	Declined	Indicates an activity has been declined.
	Delete	Click this button to delete an item.
	Document	Identifies a document or mail merge.
	Down	Click this button to move a product below another product to change the order on the Opportunity, Quote, or Sales Order Products tab.
	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.
	Edit Step	Click this button to edit a CRM Workflow step.
	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.
	Literature	Indicates the history record type is a literature request.
	Mail Merge	Indicates mail merge step in a customer journey.
	Map	Click this button to open MapQuest using the current address information.
	Maximize pane	Click this button to maximize the size of the window pane.
	Meeting	Identifies a meeting or meeting step, or click this button to schedule a meeting from the Activities tab.
	Merge	Click this button to merge two contacts on an Account detail Contacts 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.
	None	Indicates a none step in a customer journey. A none step does not have an action, this is a checklist item.
	Note	History item is a Note.
	Open Windows Explorer	Click this button to open Windows Explorer to select a file or folder.
	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 phone call step, or click this button to schedule a meeting from the Activities tab.
	Previous	Click this button to view the previous record.
	Promote	For Back Office Integration only. Click this button to promote a record to a back office application.
	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 (association)	Click this button to remove an association between two records. For example, to remove a product from an opportunity.
	Remove Condition	Click this button to remove a parameter from the Lookup on the List or Detail views.
	Report	Indicates a history item is a Report.
	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.
	Send Email	Identifies a CRM Workflow Send Email step.
	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	Click this button to share a place in Contour.
	SpeedSearch	Click this button to open SpeedSearch.
	Start	Identifies a CRM Workflow Start step.
	Start Workflow	Identifies a CRM Workflow Start New Workflow step.
	Stop Workflow	Identifies a CRM Workflow Stop Workflow step.
	Sync or Sync Enable	Click to start a manual synchronization or enable synchronization.
	Sync Disable	Click to disable synchronization.
	Test Condition	Identifies a CRM Workflow Test Condition step.
	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.
	Up	Click this button to move a product above another product to change the order on the Opportunity, Quote, or Sales Order Products tab.
	Update Entity	Identifies a CRM Workflow Update Entity step.
	Update Target	Click to update the campaign target list.
	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.
	Workflow	Indicates workflow step in a customer journey.
	WWW	Click this button to go to the account's Web site.
	Zoom In	Click this button to zoom in closer in the workflow on the CRM Workflow Designer tab.
	Zoom Out	Click this button to zoom out closer in the workflow on the CRM Workflow Designer tab.
	Zoom Reset	Click this button to reset the zoom to 100% in the workflow on the CRM Workflow Designer tab.