What Are Accounts?
Accounts are your customers. Account can contain one or many contacts and are owned by an individual user, a team of users, or everyone. Access to accounts and account-related information depends on the account type and your access rights.
You can view account information either on a Contact or Opportunity Tab, in a list of query results on the Account List view, or on the Account Detail view.
Here are some of the features that are available to help you manage your accounts:
- Create groups to work with a subset of accounts. You can create groups based on specific sets of conditions, or by individually choosing accounts.
- Use the Associations Tab to create or note relationships between accounts.
What's New in this Release
For a list of new features, see the What's New In This Release topic.
Getting Started with Infor CRM Web Client
Infor CRM Quick Reference for the Web User
This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at firstname.lastname@example.org.