Creating a contact

  1. Open an account.
  2. Select the Contacts tab, click New.
  3. Complete the form.
  4. Click Save.
    Note: You can sync a contact to M3 when its parent account is an M3 customer and it matches the parameters set in contact integration settings in M3 Mobility Core Toolbox. If Notify users with integration update is enabled, a toast notification message with the integration status is displayed.

    For more information about integrating contacts to M3, see Infor M3 Customer LifeCycle Management Administration Guide.