Working with List views
The list page displays the information in columns and rows, grouped by an entity type. These entity types are currently supported in Infor CRM:
- Accounts
- Activities
- Calendar
- Contacts
- Leads
- Opportunities
- Products
- Quotes
- Sales Orders
- Pay From
- Survey
When Infor CRM CE is integrated with a supported ERP, these entity types are also supported:
- Invoices
- Shipments
- Receivables
The security access determines records that are displayed and the options that you can use. You can contact the administrator for a change in the access rights
You can modify the list page by rearranging the order of the columns and adjusting column widths. You can double-click a column header to sort the information in that column. Other users cannot view these changes.
You can use these options on the list page toolbar:
- : Select this check box to include accounts that are qualified.
- : Use this option to add a note for the selected records.
- : Use this option to select all records on the list page
- : Use this option to clear the selected records.
- : Use this option to remove the records.
- : Use this option to refresh the data displayed on the page.
- : Use this option to retrieve more than the first 200 records that are displayed by default.
- : Use this option to export the selected records in CSV format.