Using the Person Detail View

Infor CRM Back Office Extension only. Use the Detail view to see information for a selected record.

How Do I?

Open the Person Detail view.Closed
  • 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 informationClosed
  1. 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.
  2. Click SaveClosed.

information boxes

The information boxes contain the ERP person information.

Related Topics

Sales Persons Tab

 

 

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.