Adding a New Contact and Account
Accounts (or customers) are central to the exchange of the flow of real-time data between Infor CRM and Enterprise Resource Planning (ERP).
Your security access determines what functions are available. Contact your administrator for any access rights changes.
- On the New menu, click Account/Contact.
- Complete the remaining contact information boxes as required by your company policies.
- Complete the remaining account information boxes as required by your company policies.
- Click Look for Matching Records to search for records with matching information.
- Click Save
Adding New Contact for Existing Account
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.