Setting up Group options

Use the Groups Options tab to determine how your groups, list views and lookups can display and behave. These options only apply when the current user is signed in to the Infor CRM SLX Web Client.

To set group options:

  1. Click Options from the Tools menu.
  2. Click the Group tab.
  3. Set the Group options.
    1. Click the Main View field and select a view from the list.
    2. Click the Default Group field and select a default group from the list. For example, Latest Contacts.
      Note: 
      • The default layout for new groups is determined by the group selected as the default group. See Setting a default group
      • If your default group do not display as a tab, you must mark it as a Favorite in the Groups list. See Using the Groups list.
    3. Select the name of the group with the layout you require to view for a lookups on that main view in the Default Lookup Layout field. For example, on the Contact views, all lookups use the Latest Contacts group layout.
      The group you select also determines what search items are available in the lookup. The lookup by options depend on the columns included in the layout of the lookup. You must choose a group that includes all of the columns you require to search by in a lookup.
    4. Repeat steps a-c for each main view.
  4. Click the Default Lookup Condition field and select the lookup condition you require to use for all list view lookups under General Lookup Options. Options include: Starting With, Contains, Equal to, and Not Equal to.
  5. Click Save.
    Note: You must click Save on each tab or your option selections are not saved.
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