Customer Contacts Widget

The Customer Contacts widget displays a list of Sold-to Business Partners and the related contacts. This widget displays data that is populated from the Customer 360 (tdsmi1500m000) session in Infor LN.

By default, the widget lists all the business partners based on the Internal Sales Representative specified in the Sales User Profiles (tdsls0139m000) session in Infor LN. If the Internal Sales Representative is not specified in this session, the current user is considered the Internal Sales Representative.

Using the search bar, you can also search a business partner by name.

Note: The contacts of the BP is displayed only if the Sold-to check box is selected in the Sales Roles tab, in the Contacts by Business Partner Role (tccom4545m000) session.

You can click down arrowto view the details of the contacts associated with a business partner.

The details displayed for each contact include:
  • Name
  • Job Title
  • Primary Phone Number
  • E-mail Address
Note: 
  • The star icon indicates the primary contact.
  • The do not call icon indicates that the ‘Do Not Call’ check box is selected on the Infor LN, for the primary phone.
  • The integrated application opens if you click on the primary phone number and email address. For example, the Outlook opens to send mail.