Using the Process Manager

The Contact Process Manager on the Web allows you to view the processes assigned to your contacts or add new processes. Any further changes to processes must be done in the Infor CRM Network Client or Infor CRM Remote Client. Use the Processes tab in the Contact Detail view to view processes attached to a single contact.

The user preferences determine the default process status. However, you can view other statuses by clicking on the correct tab in the Process Manager. Process statuses include: All Processes, Starting, In Process, Waiting, Suspended, Completed, and Aborted. You can only see processes attached to contacts you can access.

Note: The security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.

To view a process

  1. On the Navigation Bar, click Processes.
  2. In the ProcessManager view, click a tab to view all processes with a particular status. The options are: Starting, In Process, Waiting, Suspended, Completed, Aborted, or All Processes. Your user preferences determine the default process status. View other statuses by clicking on the appropriate tab in the Process Manager.

To view contact detail information

Click the name of the contact you want to view from the list.

Parent topic: What are Contact Processes?
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