Using the Account List View

The Account List view displays all of the accounts that you have access to. You can use groups and lookups to narrow the list of records that display..

Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.

How Do I?

Work with records in a grid

Use the Summary View

Filter my list

Use the Lookup to search for records

View a group


Using the Group Shortcut Menu

Related Topics

Accounts Overview



What's New in this Release


For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at