Associations Tab

The Associations tab appears in both the Account and Contact Detail views. Associated contacts and accounts have a relationship with the selected contact or account.

Columns in the tab include: Contact, Relation, Description, Created by, and Date.

How Do I?

Open the Associations TabClosed
  • From the Contact or Account Detail view, click Associations. If the tab is not visible, click the More Tabs tab.
View the associated recordsClosed
  • On the Associations tab, click the contact or account name.
Add an associationClosed
  1. Click the Add AssociationClosed button.
  2. Follow the steps for adding a new contact or account association.
Edit an associationClosed
  1. Click the Edit link next to the record you want to edit.
  2. Follow the steps for editing a contact or account association.
Delete an associationClosed
  • Select the association you want to delete and click the DeleteClosed button.

Related Topics

Accounts Overview

Contacts Overview

 

 

What's New in this Release

 

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

Other Resources

 

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

Contact us:

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