Infor CloudSuite CRM – Help
    • Infor CloudSuite CRM – Help
    • Administration
    • Manage entities and groups
    • Infor CloudSuite CRM – Help
      • Introducing Infor CRM Web Client
      • Getting Started with the Infor CloudSuite CRM Web Client
      • Administration
        • System management
        • Manage resources and qualifications
        • Manage entities and groups
          • Using the Entity Manager
          • Using the Group Manager
        • Administrative checklists
        • User Detail View
        • Teams and departments
        • Pick List Detail View
        • Job manager
        • Role Detail View
        • Integrations
        • Using Check for Duplicates
      • What Are Contacts?
      • What are Accounts?
      • What Are Opportunities?
      • What Are Forecasts
      • What are Quotas
      • What Are Sales Orders?
      • Quotes
      • Using Widgets
      • Customer Service Overview
      • What are Activities and Events?
      • What are Contact Processes?
      • Sales Processes
      • Marketing
      • Mail Merge
      • What are Reports?
      • SpeedSearch
      • What are Groups?
      • What is the Query Builder?
      • Using Integrations
      • Troubleshooting Common Issues
      • Glossary of Terms

    Manage entities and groups

    In this section you can:

    • Use the entity manager and group manager.
    • Add and edit field views.
    • Add and edit filters.
    • Add and edit metrics.
    • Using the Entity Manager
    • Using the Group Manager
    Parent topic: Administration
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