Setting Infor CRM SLX Connector Send to CRM/Record to History Options

Use the Send to CRM/Record to History to set email history and attachment options.

Note: 
  • This tab is required for Outlook Integration only.
  • These options may already be configured for Web Client users who set their options in the Mail Merge Word add-in.

To set options:

  • Click Infor CRM SLX, Options and click Send to CRM/Record to History.
  • Select when you want to be prompted when logging an Outlook email as an Infor CRM SLX history record.
    • Prompt for Contacts and Leads - Prompts you to select which contacts or leads the history item should be associated with.
    • Display History Details before saving - Prompts you with the Complete email dialog box before an email message is recorded to history.
    • Display Tray Notifications - Displays pop-up messages that describe activities when occurred.
  • In When processing history records, select one of the following:
    • Always use Xbar
    • Always use Infor CRM Windows Client
    • Use Xbar only if you are not signed into the Infor CRM Windows Client
  • Set attachment options.
    • Select the Minimum image attachment size to ignore. Use this option to ignore small file attachments, such as email signatures, so that they are not saved as Infor CRM SLX attachment.
    • In the Ignore attachments with these file names field, list the file extensions or any file types that should not be saved as Infor CRM SLX attachments.
  • Click OK if you are finished setting all of your options, or select another options tab.