Associating or Disassociating with a Contact

If your Infor CRM implementation includes creating a contact for each Infor CRM user, you can easily associate the user and contact from the Users List view.

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

To associate a user with a contact:
1. On the Navigation Bar, click Administration and then click Users.
2. Select the user that must be associated with a contact.
3. In the Task Pane, click the Associate with Contact link in the User Tasks section.
4. In the Associate User with Contact dialog box, click (Find) in the Contact field.
5. Use the lookup to find the contact that must be associated with the user, and click OK.
6. Click OK.
To disassociate a user with a contact:
1. On the Navigation Bar, click Administration and then click Users.
2. Select one or more users that must be disassociated from any contacts.
3. In the Task Pane, click the Disassociate from Contact link in the User Tasks section.
4. Click OK.