Employee Tab

Use the Employee tab on the User Detail view to add company and personal information for a user. The Employee tab also contains user-level information that allows Infor CRM to communicate with supported third-party accounting applications.

To set options

1. In the User Detail view, click the Employee tab.
2. In the Work section, enter the user's contact information.
3. If necessary, in the Accounting ID box, type the user's accounting identification code.

The Accounting ID is required for data to be shared between Infor CRM and accounting applications.

4. If your company assigns numbers to employees and their computers, complete the Employee #, Asset #, and Asset Desc boxes.
5. In the Personal section, enter the user's personal information as appropriate.
6. Click Save.

Related Topics

User Detail View

Changing a User's Profile