Associating or Disassociating with a Contact
If your Infor CRM implementation includes creating a contact for each Infor CRM user, you can easily associate the user and contact from the Users List view.
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The system administrator and users with the appropriate role can access these features. |
Associate a user with a contact
- On the Navigation Bar, click Administration, and then click Users.
- Select the user you want to associate with a contact.
- In the Task Pane, under User Tasks, click Associate with Contact.
- In the Associate User with Contact dialog box, click the Contact Find
button. - Use the Lookup to find the contact you want to associate with the user, and then click OK
- Click OK.
Disassociate a user from a contact
- On the Navigation Bar, click Administration, and then click Users.
- Select one or more users you want to disassociate from any contacts.
- In the Task Pane, under User Tasks, click Disassociate from Contact.
- Click OK.
Associating or Disassociating a Contact with a User
