Managing Resources

You can add a resource, to the list of available resources that appears when you modify an activity. Resources are materials or locations, such as a conference room, that are required for an activity.

Note: You must be logged on to the Infor CRM Administration Client and have appropriate permissions to perform this task.

To access the details page, navigate to Master Explorer > System Administration > Configuration And Users > Resources, select the required record and click the record name.

The list header is located at the top left in the list area, and displays the Name of the resources.

The details header is located at the top right on the details page where you can view this information about the lead source:

Name: The name of the resource. For example, Conference Room 1 or PocketPC
Type: The category of the resource. For example, conference room or white board.
Is Location: If this check box is selected, designates the resource as a location.
Location/Description: A brief description of the resource.
Coordinator: The person responsible for coordinating the use of the resource.
Note: You can click the Lookup and use the lookup to select a user.
Coordinator Phone: The coordinator's phone number.
Coordinator Email: The coordinator's email address.
Note: To send an email message to the coordinator, click Email.

Adding a Resource

To add a resource access System Administration from the Navigation Bar, click Resources and click New from Action drop down on the toolbar. You can specify the values in the new row.

Editing a Resource

To edit a resource, access System Administration from the Navigation Bar and click Resources, select the required record and click the record name. You can modify the data in the resource information fields.

Deleting a Resource

To delete a resource, access System Administration from the Navigation Bar and click Resources, select the required resource and click Delete on the Resource detail page.