Using the Person Detail View

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

To open the Person Detail view, perform 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 More Tabs.

On this page you can:

• Edit Person information:
  1. In the Person Detail view, make the changes.

     Some information may be for display only and must be added or edited in the integrated application.

  2. Click (Save).

Information Fields

The information fields contain the ERP person information.