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?

Open the Entity Manager ViewClosed
  • On the Navigation Bar, click Entity Manager.

Work with records in a grid

Refresh list informationClosed

Filter my list

Edit an entity

View entity detailsClosed
  1. Select a record in the Entity Manager list.
  2. Click Detail.
    The Details pane displays at the bottom of the list view with detailed information about the selected record.
  3. Select and view the information in the detail pane tabs..
Hide group detailsClosed
  • To hide the Details pane, click Hide Detail.

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.

Other Resources

 

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

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.