Using the Person Detail View
Infor CRM Back Office Extension only. Use the Detail view to see information for a selected record.
Open the Person Detail view.
- Do one of the following:
- On the Navigation Bar, click ERP Persons, and then click the person's name.
- Open the Ship To, Invoice, Account, or Sales Order Detail view, click the Sales Person tab, and then click the Name link. If the tab is not visible, click the More Tabs tab.
Edit Person information
- In the Person Detail view, make your changes.
Some information may be for display only and must be added or edited in the integrated application.
- Click Save.
The information boxes contain the ERP person information.
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.