Personalize Your Key Infolets

Configure Layout of Actionable Infolets

Once enabled, the Configure menu item from the Actions menu becomes available so that you can personalize the actionable infolets to suit your requirements. For example, you might want to change the layout and size of columns, as well as the locations of the fields being displayed. You might want to use your own saved searches as view filters or hide some of the quick actions that might not be relevant to you.

Here's how to modify the layout of the My Opportunities actionable infolet:

Navigate to the actionable infolet that you want to modify.
Go to My Opportunities, and select Configure from the Actions menu.

The My Opportunities actionable infolet screen is displayed with the predefined fields selected.
From the Layout tab, select the attributes that you want to edit from the respective drop-down lists.
Set and adjust the two column table widths in percentage terms by sliding your mouse along the Column Width ruler.
Make the changes that you want to the attribute and select another attribute to edit, if required.

In the Drill Down Field, select the item that you want to use for drilling down to the detail page of an opportunity.

Tip: If Dynamic Choice List fields are added to the Actionable Infolet, then the drill down is automatically enabled.

This table shows the field names and associated attribute names that you can select for drill-down for each of the actionable infolets:

Actionable Infolet	Drill Down Field	Attribute
My Opportunities	Name	Amount Close Date Stage
My Leads	Lead Name	Rank
My Accounts	Name	Primary Contact Primary Address
My Appointments	Subject	Primary Contact Address
My Tasks	Subject Primary Contact	Type Due Date

Click Save and Close when you have finished making the changes.

Change the Record Count Display for Actionable Infolets

You can also change the predefined number of records to display on the infolet. By default, 10 records display. You can change the default to 10, 20, 25, or 30, as required.

Here's how to modify record counts for an actionable infolet:

From the actionable infolet that you want to modify, for example, My Opportunities, select Configure from the Actions menu.

The My Opportunities actionable infolet screen is displayed.
From the Record Count tab, select the number of records that you want to display on the infolet from the drop-down list.
Click Save and Close.

Modify Filters

Filtering reduces the number of searches required to view any outstanding items that might require attention. For example, you can choose to select or hide predefined filters that you want to make available on the actionable infolets.

Predefined saved searches are available for selection. However, any custom saved searches that you create must include Record Set values selected for either any records that you own or for records where you're on the team. In addition, when saving your saved search, you must select the Run Automatically check box to run the search automatically when your saved search is loaded. Otherwise, the custom saved search won't display in the available filters list in the Configure UI for your actionable infolet.

You can show or hide filters, rearrange filters, and add custom filters. You can multiselect and double-click filters in the Available list to move them to the Selected list. However, you must select at least one filter for the actionable infolet filter list.

This table lists filters that you can modify.

Actionable Infolet	Filter	Filter Description
My Tasks	Today's Tasks Tomorrow's Tasks Overdue Tasks Beyond Tomorrow's Tasks All Tasks Open Tasks High Priority Open Tasks	Display all my tasks scheduled for today Display all my tasks scheduled for tomorrow Display all my tasks that are now overdue Display all my tasks that are scheduled for the day after next and beyond Display all my assigned tasks Display all my assigned tasks that are currently open Display all my high priority tasks that are currently open
My Appointments	Today's Appointments Tomorrow's Appointments	Display all my appointments scheduled for today Display all my appointments scheduled for tomorrow
My Accounts	My Accounts My Favorite Accounts My Team Accounts	Display only the accounts that I own Display my accounts that I've marked as favorites Display all the accounts that I can view
My Opportunities	Closing in Next 7 Days Closing This Month Closing This Quarter Closing Next Quarter Open opportunities where I am on the team My Open Opportunities	Display my open opportunities that are due to close in the next 7 days Display my open opportunities that are due to close this month Display my open opportunities that are due to close within the current quarter Display my open opportunities that are due to close within the next quarter Display my open opportunities where I'm on the team Display only those open opportunities that I own
My Leads	Unaccepted Leads My Open Leads Recent Open Leads Open Leads where I am on the team	Display a list of all unaccepted leads that are assigned to me Display only those open leads that I own Display a list of my leads that have recently been opened Display a list of open leads where I'm on the team

Here's how to modify the filters of an actionable infolet:

Navigate to the actionable infolet that you want to modify.
From the actionable infolet that you want to modify, for example, My Opportunities, select Configure from the Actions menu.

The My Opportunities actionable infolet screen is displayed with the predefined fields selected.
From the Filters tab, select the filters that you want to modify
Click Save and Close when you have finished making the changes.

Modify Quick Actions

You can navigate to the relevant areas in your sales process where you can perform quick actions at the record level. For example, you can easily complete or defer tasks without having to drill down to view the record, or you can accept or reject new leads at the click of a button.

You can show or hide actions, rearrange actions, and add custom quick actions. For example, you can multiselect and double-click actions in the Selected list to move them to the Available list if you want to hide a quick action. However, you must select at least one action for the actionable infolet quick actions list.

Here are the selected quick actions that you can modify in the order as they appear on the UI.

Actionable Infolet	Quick Actions
My Tasks	Mark as Complete Defer by 1 Day Defer by 2 Days Defer by 1 Week Create Note
My Appointments	Create Note Create Call Report
My Accounts	Create Lead Create Opportunity Create Appointment Create Task Create Note Create Call Report Log a Call Create Service Request
My Opportunities	Create Appointment Create Task Create Note
My Leads	Accept Reject

Here's how to modify the quick actions of an actionable infolet:

Navigate to the actionable infolet that you want to modify and make sure that the infolet displays in expanded view.
From the actionable infolet that you want to modify, for example, My Opportunities, select Configure from the Actions menu.

The My Opportunities actionable infolet screen is displayed with the predefined fields selected.
From the Quick Actions tab, select the actions that you want to modify.
Click Save and Close when you have finished making the changes.

Edit Actionable Infolet Titles and Views

Here's how to edit titles and views for actionable infolets:

Click the Actions icon on the top right corner of the actionable infolet, and select Edit Title and Views.
Edit the infolet title, and enable or disable the infolet views.

The Enable option is automatically set to Yes. You can't disable a view of an infolet.
Click Save and Close.

Move Actionable Infolets

To change the position of an actionable infolet within an Infolet page, click and drag the infolet, and drop it at the required position.

Hide or Show Actionable Infolets

To hide an actionable infolet from an infolet page, click the infolet repository icon, and deselect the actionable infolet from the list of infolets. Alternatively, click the Actions icon on the top right corner of the actionable infolet, and select Hide. To show a hidden infolet on an infolet page, click the infolet repository icon, and select the infolet from the list of infolets.