Calendar
Many features in the Infor CRM Web Client are accessed through buttons. The following list shows each of the buttons available, and describes the action each button performs. When you drag your mouse across a button in the Infor CRM Web Client, a tool tip explaining the button function appears. Buttons are referred to by their tool tip.
| Button | Tool tip or Description | Event |
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Account Service information | Click this button to open the Account Service Information dialog box. |
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Add, Associate | Click this button to add or associate an item. |
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Add Condition | Click this button to add another parameter to the Lookup on the List or Detail views. |
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Add URL | Click this button to attach a Web address URL. |
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Associate | Click this button to associate an item. |
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Calendar |
Click this button to select a date and time. |
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Complete | Click this button to complete an activity. |
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Copy Information to the Clipboard | Click this button to copy contact information to the Clipboard. |
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Delete or Remove | Click this button to delete or disassociate an item. |
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Edit | Click this button to edit information. |
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Edit Form | Click this button to open the Web Form Designer. Only users with the appropriate role can access this feature. |
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Ellipsis | Click this button to open a multi-select pick list. |
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Click this button to open a new e-mail message. | |
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Expand | Click this button to view additional information in a list row. |
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Find | Click this button to perform a lookup. |
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First | Click this button to view the first record in a group. |
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Help | Click this button to open Web Client Help. |
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Last | Click this button to view the last record in a group. |
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List View | Click this button to switch to the list view. |
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MapQuest | Click this button to open MapQuest using the current address information. |
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Mark this item as useful | Click this button if you find a solution helpful, but are not pasting it into your ticket. |
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Maximize pane | Click this button to maximize the size of the window pane. |
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Minimize pane | Click this button to minimize the size of the window pane. |
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Move | Click this button to move a contact to a different account. |
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Next | Click this button to view the next record. |
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Previous | Click this button to view the previous record. |
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Refresh | Click this button to refresh the list of records in a list view. |
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Remove Condition | Click this button to remove a parameter from the Lookup on the List or Detail views. |
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Reset | Click this button to clear any changes you've made since the last update. |
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Save | Click this button to save your changes. |
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SpeedSearch | Click this button to open SpeedSearch. |
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User Date Stamp | Click this button to put a user name and date stamp in your ticket notes. |
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WWW | Click this button to go to the account's Web site. |