Selecting an Infor CRM User

The Select User dialog box is used when you are:

  • Creating or copying a template, and you need to select an owner for a template
  • Setting history options for Mail Merge, and you need to select a leader for a follow-up activity.

How Do I?

Select an owner for a templateClosed
  1. Create or copy a template.
  2. In the template properties dialog box, at the Owner box, click Lookup.
  3. In the Select User dialog box, do one of the following to select an owner:
    • Select a user from the list, and then click OK.
    • Double-click a user's name.
Select a leader for a follow-up activityClosed
  1. On the Write menu, click Mail Merge.
  2. Select a template for the merge.
  3. On the History Options tab, in the Schedule a Follow-up area, complete the information to schedule a follow-up activity.
  4. At the Leader box, click Lookup.
  5. In the Select User dialog box, do one of the following to select an owner:
    • Select a user from the list, and then click OK.
    • Double-click a user's name

 

 

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.