General options

You can specify default settings on the General tab for which view displays by default when you first log into application Web Client and the default owner for new records created.

To set general options:

  1. Select Options from the Tools menu.
  2. Click General tab.
  3. Select the default view you require to display when you log in to the Web Client the in Show on Startup box field (for example, What's New or Calendar).
  4. Click Find and select a user or team which you require to set as the default owner for new accounts in the Default Owner/Team field, and click OK.
  5. Click My Currency field and select a currency from the list, and click OK to select a currency type. (For Multi-Currency only)
  6. Click Refresh Pick List Data to get updated pick list data. This option must be selected only if updated pick list items available. For example, the Opportunity Status pick list is updated.
  7. Select Prompt for unsaved data check box to get notifications about unsaved changes on a page. Clear this check box to stop notifications about unsaved changes.
    Note: This option is selected by default.
  8. Select the Default Username/Time Stamp in Memo Fields to create an option to click the User Date Stamp option to add your name, the date, and time (according to your language settings) to a memo field. This option works only on those memo fields for which your administrator has turned this feature on.
  9. Select the Display List view check boxes check box to include a column of check boxes in all the list views.
  10. Select the Enable Automatic Logoff check box to automatically log off application Web Client after a period of inactivity. Specify the allowable number of minutes of inactivity in the Log off after field, after which the application Web Client must log off.
  11. Select an ad hoc contact group which contains a contact list to be synchronized in the Contact Sync Group field. If the required 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 application Web Client Help.
  12. Select Prompt if you require to view the Complete E-mail window to be displayed after you drag and drop an e-mail message in the Log to History field. If you require 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. See Configuring Outlook Integration
  13. Click Install Xbar for Outlook to install Xbar for Outlook. For more information, see Installing Infor CRM SLX Xbar for Microsoft Outlook
  14. Click Install Mail Merge for Microsoft Word to install the Mail Merge for Microsoft Word add-in. For more information, see Installing Infor CRM SLX Mail Merge For Microsoft word
  15. Select Use Active Reporting check box to run reports while offline. (For Offline Web Client users only)
  16. Click Save.
    Note: You must click Save on each tab else your selections are not saved.
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