The Infor CRM web client has some helpful capabilities that may be forgotten or unknown, so today I want to remind you of these productivity tips. Make sure to check out the 10+ links to other productivity tips at the end.
Group List versus Summary Views
Many times the "List" view of groups is used to quickly show relevant data and then the filters on the right side to narrow the results shown.
But there is a Summary view that lists basic information about the group's record. For an Account it will show the name, address, phone and web site along with the account manager, account type, account sub type and Industry.
The right column will show counts for the number of contacts, number of opportunities and the number of customer service tickets. Simply clicking on the drop-down arrow by one of these three summaries will show a mini-view of those records. This is helpful to quickly view related account information without having to open up each detail account record. Of course, the blue hyperlinks will perform the lookup action.