Adding a New Contact and Account

Accounts (or customers) are central to the exchange of the flow of real-time data between Infor CRM SLX and Enterprise Resource Planning (ERP).

Note: Your security access determines what functions are available. Contact your administrator for any access rights changes.

To add:

Select Account/Contact from the New menu.
Complete the remaining Contact Information fields as required by your company policies.
Complete the remaining Account Information fields as required by your company policies.
Click Look for Matching Records to search for records with matching information.
Click Save.