M3 CLM users can now view and update M3 Salesperson and M3 Responsible

This feature is part of M3 Customer LifeCycle Management 2022.x Service Pack 1 release.

Description

To provide additional information on user responsible for the account and its sales, M3 CLM users can add additional fields such as M3 Salesperson, M3 Responsible, and Account owner in the Account details dialog.

M3 CLM users can specify updates in the M3 Salesperson and Responsible fields through M3 Business Engine (M3 BE) or M3 CLM.

Note that the Account owner can only be changed through Account assign option.

To add the new fields to the account dialog design, see Infor M3 Customer LifeCycle Management Administration Guide.

To configure cascade of M3 Salesperson and Responsible fields from M3 BE to M3 CLM, see Infor M3 Customer LifeCycle Management Administration Guide.

KB article 2181393