Understanding Your Workspace

Understanding the Infor CRM Web Client Workspace

The workspace is the area where various views appear in the main Infor CRM Web Client.

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Element	Description
Title Bar	The title identifies the active view. When you are in a detail view, the title bar displays the name of the current record.
Menu Bar	The menu bar contains the Infor CRM Web Client commands. These include Recently Viewed, New, Schedule, Tools, Write, Past Due, Alerts, SpeedSearch, and the Help button. Click a menu to expand it.
Navigation Bar	Located on the left side of the Infor CRM Web Client workspace, the Navigation Bar contains buttons that open the main Infor CRM Web Client views. Your administrator can group the buttons into Navigation Group subsets that focus on specific elements of your business, such as Sales or Support. For example, the Support group contains Contacts, Tickets, Defects, Activities, Calendar, and Reports.
Lookup	The Lookup button, located to the left of the group tabs in most list and detail views, allows you search from records using one or more search conditions.
Speed Search	SpeedSearch helps you find information stored in the Infor CRM database. For example, you can search through existing tickets or procedures to help solve a customer's problem, or search for a specific document, like a sales presentation.
Tabs	Tabs organize information on many of the list views, detail views and dialog boxes.
Pick Lists	A pick list is a set of values you can select from when entering data. Pick lists are useful because they encourage consistent data entry. Your access rights determine if you can add, edit, or delete pick list items. To open a pick list, click the drop-down arrow in the box.
Task Pane	The Task Pane displays to the right of the main window pane. The Task Pane consists of filters, common tasks and other features designed to help you complete your work. The available options depend on the record type and type of view where you are working.
Status Bar	The status bar displays the user,date, time zone and Log Off button

Element

Description

Title Bar

The title identifies the active view. When you are in a detail view, the title bar displays the name of the current record.

Menu Bar

The menu bar contains the Infor CRM Web Client commands. These include Recently Viewed, New, Schedule, Tools, Write, Past Due, Alerts, SpeedSearch, and the Help button. Click a menu to expand it.

Navigation Bar

Located on the left side of the Infor CRM Web Client workspace, the Navigation Bar contains buttons that open the main Infor CRM Web Client views.

Your administrator can group the buttons into Navigation Group subsets that focus on specific elements of your business, such as Sales or Support. For example, the Support group contains Contacts, Tickets, Defects, Activities, Calendar, and Reports.

Lookup

The Lookup button, located to the left of the group tabs in most list and detail views, allows you search from records using one or more search conditions.

Speed Search

SpeedSearch helps you find information stored in the Infor CRM database. For example, you can search through existing tickets or procedures to help solve a customer's problem, or search for a specific document, like a sales presentation.

Tabs

Tabs organize information on many of the list views, detail views and dialog boxes.

Pick Lists

A pick list is a set of values you can select from when entering data. Pick lists are useful because they encourage consistent data entry. Your access rights determine if you can add, edit, or delete pick list items. To open a pick list, click the drop-down arrow in the box.

Task Pane

The Task Pane displays to the right of the main window pane. The Task Pane consists of filters, common tasks and other features designed to help you complete your work. The available options depend on the record type and type of view where you are working.

Status Bar

The status bar displays the user,date, time zone and Log Off button

Using List Views Closed

Using Detail Views Closed