Adding New Contact for Existing Account
- On the New menu, click Account/Contact
- Click the link next to Use Existing Account and find the account associated with the contact you are adding.
The selected account's information will display in the Account Information section.
Any account information entered before selecting an existing account will be replaced.
- Complete the remaining contact 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 and 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
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