Setting Infor CRM SLX Xbar side panel options

Use the Xbar Side Panel tab to set options specific to Xbar. This tab is not available unless Xbar is installed.

To set options:

Click application Options, and click Xbar Side Panel.
Expand the Default email filter options to select which filter group you require to view first. The cards for Members listed on an email selected in Microsoft Outlook are filtered in Xbar by All, From, and To.
The other filter groups are accessible at any time by selecting All in the upper right corner of the Xbar pane.
Specify a value to limit the number of Member cards that are displayed when you first click on an email in the Members to display field.
The maximum value can be 20 because displaying a large number of Member cards slows down the performance of the application.
Specify the number of Member cards to be added more, each time you click Load More in the Members "Load More" adds field.
The maximum value can be 20 because displaying a large number of Member cards slows down the performance of the application.
Expand the Opportunity Group option to select the default group that is displayed when you click the Opportunity totem in a Member card.

Note: These default fields are required to enable the Opportunity Groups to display correctly: ADDTOFORECAST, DESCRIPTION, ESTIMATEDCLOSE, SALESPOTENTIAL, CLOSEPROBABILITY, STAGE. Add these fields to your group using the application Web Client.
Expand the Ticket Group options to select the default group that is displayed when you click the Ticket totem in a Member card.

Note: These default fields are required to enable the Ticket Groups to display correctly: TICKETNUMBER, SUBJECT, URGENCYDESCRIPTION, NEEDEDBYDATE. Add these fields to your group using the application Web Client.
Select the Preload all Associated Records check box to improve Xbar response time by delaying loading records until they are required. When this check box is selected, the expand arrow is replaced by a plus icon on the summary view for any applicable entity.
Click OK if you are finished setting all of your options, or select another options tab.