Adding a New Contact and Account

Use the Insert Contact/Account view to add a new contact and new 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. WebViewer users may not access full functionality.

To add

1. On the New menu, click Account/Contact.
2. Complete the remaining contact information boxes as required by your company policies.
3. Complete the remaining account information boxes as required by your company policies.
4. Click Look for Matching Records to search for records with matching information.
5. Click Save.

Related Topics

Adding New Contact for Existing Account

Adding a New Account

Selecting an Address

Contacts Overview

Accounts Overview