Understanding the available icons (A to I)
This table lists the icons used in Infor CRM:
| Button | Tool tip or Description | Event |
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Account or Account Association |
This icon indicates the Accounts or Account Associations related items. You can also click this icon next to the Account field in the Add New Contact, Add New Lead, Add New Quote or Add New Sales Order views to create a new Account |
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Accounting Entity | This icon indicates the Accounting Entities related item |
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Account Hierarchy |
Click this icon to open the Account Hierarchy window. You can identify the parent account and any children or grandchildren for the associated account and view related information for those children and grandchildren in the Account Hierarchy window. |
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Account – Number of Employees | This icon indicates the account's number of employees on the Account details page. |
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Activities- Calendar Calendar |
This icon indicates the Activities related item and the Activities and Calendar views. Click this icon to select a date and time |
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Activity - Accept | Click this icon to accept an activity invitation from the Activities list page. |
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Activity - Accepted | This icon indicates the user has accepted the activity invitation. |
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Activity - Awaiting Response | Click this icon to complete an activity in the Activity details page or selected activities in the Activities list page. This icon indicates the activity invitation is waiting for a response from the user. Click this icon to complete an activity in the Activity details page or selected activities in the Activities list page. |
|
Activity - Complete | Click this icon to complete an activity in the Activity details page or selected activities in the Activities list page. This icon indicates the activity invitation is waiting for a response from the user. Click this icon to complete an activity in the Activity details page or selected activities in the Activities list page. |
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Activity - Decline | Click this icon to decline an activity invitation. This icon indicates the activity invitation has been declined by the user. |
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Activity - File | This icon indicates a file has been attached to an Activity. |
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Activity - Overdue | This icon indicates overdue activities in the Activities list page. |
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Activity - Priority | This icon indicates the Priority level of an Activity in the Activities list page. |
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Activity - Private |
This icon identifies a Private activity in the Activities list page. You can also click this icon to toggle a private activity to public in an Activity details page. |
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Activity - Public |
This icon indicates a Public activity in the Activities list page. You can also click this icon to toggle a public activity to private in an Activity details page. |
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Activity - Tentative | This icon indicates the activity invitation has been tentatively accepted by the user. |
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Activity - Tentatively Accept | Click this icon to tentatively accept an activity invitation. |
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Activity - Unconfirmed | This icon indicates unconfirmed activities in the Activities list page. |
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Add Custom Product | Click this icon to add a custom product in the Opportunity, Quote or Sales Order Line Items related items. |
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Address | This icon indicates the Addresses related item. |
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Alarms | Click this icon to view alerts in the contextual menu bar. This icon also displays the number of alarms or unconfirmed activities. |
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Alert (grey) | This icon indicates that an Account in the Opportunity, Quote or Sales Order details page has not been promoted. This button is visible only when Back Office Extension is enabled. |
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Alert | This icon identifies overdue activities in the
Activities list page, details page and related items. This icon also identifies past due dates in the Invoice and Sales Order details page. |
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App Menu | Infor Ming.le only. Available from the left side of the Infor Ming.le toolbar. Use this menu to select another Infor application. |
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Associate | Click this icon to associate an existing record as a related item. |
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Billing | This icon indicates a Billing address or a Bill To related item. |
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Bookmarks | Infor Ming.le only. Available from the Infor Ming.le toolbar. Displays the Bookmark menu where you can put a bookmark on the current view for quick access, manage your bookmarks, or view a list of your bookmarks. |
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Bulk Update | Click this icon to edit multiple records at one time. |
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Campaigns | This icon Identifies campaign. |
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Cancel | Click this icon to cancel an ION Workflow or made in Back Office Extension – Options. |
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Classification | This icon indicates the Classifications related item. |
|
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Clear | Click this icon to clear a search criteria in a lookup window. |
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Clear Filter | Click to remove any applied filters in a related item's full list view. |
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Collapse | Click this icon to hide additional information in a details page, related item or menu. |
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Competitor | This icon indicates the Competitors related item. |
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Contacts Ticket Contacts |
This icon indicates the Contacts, Contact Associations or Ticket Contacts related item. This icon also represents the primary contact in the detail header areas. |
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Contour Distance search | Click this icon to open the menu from the contextual menu bar. For example, you can find Accounts, Contacts, Leads or Places in proximity to the record selected in the List format. |
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Convert to Sales Order | Click this icon to convert a Quote to a Sales Order. |
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Copy to Clipboard |
Click this icon to open the Clipboard Copy window. You to select text copied from a record's detail page, and paste it into another program. |
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Copy | Click this icon to copy a record. When copying a Quote, information in the detail header area and Quote Line Items are copied into the new Quote record. |
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CPQ | This icon indicates the CPQ related item on the Product details page. |
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Default | This icon indicates the default or primary record in the related items. |
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Delete or Remove | Click this icon to delete a selected record or records in a list
page, details page, related item or dialog box. From the Activities details page, clicking this icon removes the repeat pattern. From the Files tab in a record details page, clicking this icon removes an uploaded file. |
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Detail Menu | Click this icon to open the l menu. |
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Discount/Charges | This icon indicates the Discount/Charges related item. |
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Edit | Click this icon to edit information in a related item, details in the Quote or Sales Order snapshot views, or an activity in the Calendar view. |
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Click this icon to open a new email message. This icon also indicates the Emails and Marketing Emails related item. |
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Employees | This icon represents an Account's number of employees. This icon also indicates a Meeting activity type. |
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Event | This icon indicates an Event activity type. |
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Expand | Click this icon to view additional information in a details page, related item or menu. |
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Export to CSV | Click this icon to export all records in a list page to a CSV file. |
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Click this icon to open a Facebook page. | |
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File | This icon indicates a file has been uploaded. |
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Filter |
From a list page, click this icon to open the Filter menu. From a related item where this icon is visible, click the icon to apply a filter. |
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Filter - Rename | Click this icon to rename a filter. This icon is visible only to users with Administration access. |
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First | Click this icon to view the first record in a details page. |
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Generate Proposal |
Click this icon to generate a report. When clicking the icon from the Quote details page toolbar, a Quote Proposal is generated. |
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Get More Rows | Click this icon to load more rows in a list page or in the View Full List window in the related items. |
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Import | Click this icon to import Contacts and Accounts, or Leads and Accounts. |
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Insert | Click this icon to add a new related item or open the . |
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Invoice | This icon indicates the Invoices related item. |
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Invoice Aging | This icon indicates the Invoice Aging related item. |
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ION Workflow | This icon indicates the ION Workflows related item. |