Using the Entity Manager

The Entity Manager provides a list of entities. Use the filters to narrow the list of entities you want to view and the details pane tabs to manage entity related information.

The system administrator and users with the appropriate role can access these features.

How Do I?

Work with records in a grid

Filter my list

Edit an entity

Related Topics

Adding or Editing Fields

Adding or Editing Filters

Adding or Editing Metrics



What's New in this Release


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

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This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at