Selecting an Infor CRM User

The Select User window is used when you are:

• Creating or copying a template, and you need to select an owner for a template.
• Setting history options for Mail Merge, and you need to select a leader for a follow-up activity.

To select an owner for a template:

1. Create or copy a template.
2. In the template properties window, click Lookup in the Owner field.
3. In the Select User window, do one of the following to select an owner:
   • Select a user from the list, and click OK.
   • Double-click a user's name.

To select a leader for a follow-up activity:

1. On the Write menu, click Mail Merge.
2. Select a template for the merge.
3. On the History Options tab, in the Schedule a Follow-up area, complete the information to schedule a follow-up activity.
4. In the Leader field, click Lookup.
5. In the Select User window, do one of the following to select an owner:
   • Select a user from the list, and click OK.
   • Double-click a user's name.