Adding Contact and Account Information

You can use the Contact/Account Information view to add a new contact and account or to add a new contact to an existing account.

To open the Contact/Account Information view

  • On the New menu, click Account/Contact.

To add a contact to an existing account

To add a new contact and a new account

To add a new account

Related Topics

Contacts Overview

Accounts Overview

 

 

What's New in this Release

 

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

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.