Back Office Tab

Infor CRM Back Office Extension only. Use the Back Offices tab to view and manage the back offices information that synchronizes with Infor CRM. A back office is an integrated external application that manages your financial, manufacturing, or distribution processes.

Note: The system administrator and users with the appropriate role can access these features.

To view the Back Offices tab, click the Back Offices tab on the Integrations Detail view.

On this page you can:

  • View Back Office details: Click the back office name in the Name column to open the Back Office Detail view.
  • Edit back office information:
    1. Select the back office that must be edited.
    2. Click in the grid to edit one or more of these:
      • Logical ID: Specify the Logical ID for your ERP. The Logical ID is generated when configuring connection information for Infor CRM in ION Desk.
      • Active: Use this option to turn on or turn off synchronization for this back office.
    3. Click (Save).