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 a new Contact or Account you can:
- Select from the 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.
- Select to search for records with matching information.
- Select .