Configuring the Customer Contacts widget
To configure the Customer Contacts widget:
- Click and select Configure. The Configure Widget screen is displayed.
-
Specify this information:
- Company
- The company name.Note: By default, the value is retrieved from the LN User Data (ttaad2500m000) session in Infor LN. However, you can select a company from the list of companies retrieved from the Companies (ttaad1100m000) session in Infor LN. The list includes only the companies that are associated with logistics.
- Internal Sales Representative
- The code of the Internal Sales Representative. To select an
Internal Sales Representative, specify three characters of the code
or name for the internal sales representative. The internal sales
representative is retrieved from the
Sales User Profiles (tdsls0139m000) session. The
Internal Sales representative is the employee defined in the
Employees - General
(tccom0101m000) session.Note:
- The current user is defaulted if Internal Sales Representative is not specified in the Sales User Profiles (tdsls0139m000) session.
- By default, the list of Customers for the Internal Sales Representative is displayed. However, to view all the Customers the Internal Sales Representative field must be blank. To retain Internal Sales Representative field as blank you must Publish the widget.
- Include for Context Selection
- Select this check box to apply the filters selected in the Selection widget.Note: This check box is visible only if this widget is added in the homepage along with the Selection widget.
- Click Save to configure.