Working with the Employee Tab

Use the Employee tab on the User Detail view to add company and personal information for a user. The Employee tab also contains user-level information that allows Infor CRM to communicate with supported third-party accounting applications.

To set options:

  1. In the Users Detail view, click the Employee tab.
  2. In the Work section, specify the user's contact information.
  3. If required, specify the user's accounting identification code in the Accounting ID: field.
    The Accounting ID is required for data to be shared between Infor CRM and accounting applications.
  4. If your company assigns numbers to employees and their computers, complete the Employee #:, Asset #:, and Asset Desc: fields.
  5. In the Personal section, specify the user's personal information as appropriate.
  6. Click (Save).
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