Scheduling a Process

This feature is not available to WebViewer users.

To schedule a process

  1. Do one of the following:
  • On the Navigation Bar, click Processes.
  • From the Contact Detail view, click the Processes tab. If the tab is not visible, click the More Tabs tab.
  1. Click the Schedule ProcessClosed button.
  2. In the Schedule For box, if the correct contact name is not the default, click the FindClosed button and find the correct contact.
  3. In the Process Type list, click the drop-down arrow and select the desired process.
  4. In the Process Owner list, click the FindClosed button and select the user who owns the process.
  5. Click Schedule.

Related Topics

Contact Processes Overview

Using the Process Manager




What's New in this Release


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

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