Adding a New Contact and Account

Accounts (or customers) are central to the exchange of the flow of real-time data between Infor CRM and Enterprise Resource Planning (ERP).

To add:

1. From the New menu, select Account/Contact.
2. Complete the remaining contact information fields as required by your company policies.
3. Complete the remaining account information fields as required by your company policies.
4. Click Look for Matching Records to search for records with matching information.

5. Click (Save).