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  1. What Are Contacts?
  2. Adding Contact and Account Information

Adding Contact and Account Information

You can use the Contact/Account Information view to add a new contact and account or to add a new contact to an existing account.

Select Account/Contact from the New menu to open the Contact/Account Information view.

You can perform these actions related to Contact/Account information view:

  • Add a contact to an existing account
  • Add a new contact and a new account
  • Add a new account
Related topics
  • What are Accounts?
  • What Are Contacts?
    • Using the Contact List View
    • Using the Contact Detail View
    • Adding Contact and Account Information
    • Adding a New Contact and Account
    • Editing a Contact
    • Deleting Contacts
    • Moving a Contact
    • Importing Records
    • What is Infor CRM SLX Sales Intelligence?