Adding contacts
-
From the Infor OS toolbar, click the Customer
Central icon.
-
Click .
-
Expand the menu
option.
-
Click .
-
Click + Add Contact.
-
On the Add Contact page, complete these fields, which are
required to add a new contact:
- Email Address
- First Name
- Last Name
- Salutation
- Job Type
- Preferred Phone
- Country
- Time Zone
- Display Language
- Communication Preference
- Primary Product Line
-
You must certify that the new contact is a direct employee of the licensed
Infor customer and that you as an authorized representative of the licensed
company confirm the new contact is a current employee of the licensed
company.
-
You must also select a role template, which will automatically enable or
disable a user’s access to features or widgets. You can edit some of the
standard permissions for a role depending on the role template you select.
-
Click Save.