Managing Contour Places
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The system administrator and users with the appropriate role can access these features.
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Use this view to enter information that you want to be available to all users when adding tickets.
How Do I?
Add a Place
- On the New menu, click Place.
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In the Name box type the name of the place you are adding.
For example, a hotel, restaurant, or airport.
- In the Address box type the street number and name.
- Complete the City, State, Postal Code, and Country boxes.
- Click Save
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Edit a Place
- On the Navigation Bar, click Places to open the Places List view. If necessary, use the Lookup to locate a place, and then click the place Name.
- If necessary, change the information boxes.
- Click Save
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.
Delete a Place
- On the Navigation Bar, click Places to open the Place List view. If necessary, use the Lookup to locate a problem, and then click on the place Name.
- On the Place Detail view, click the Delete
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button.
- Click OK.
Share a place
- On the Navigation Bar, click Places to open the Places List view. If necessary, use the Lookup to locate the place you want to share, and then click the place Name.
- On the Place Detail view, click the Save and Share
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button.
Once a place has been shared” all users have access to the place and you will not be able to edit or delete the place unless you have the required permissions.
Related Topics
Using the Place Detail View
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.
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.