Entering an existing contact

The group box is displayed on various pages. You use it to associate contacts with records such as service requests, permit applications, and billing accounts.

You can use the contact fields to find the contact you want to add to the current record. Enter any information you have in the contact fields and then click the popup button to the right of the Name field. Infor Public Sector then opens the Search Contact dialog box, which shows any existing contacts that match the information you entered.

Note that you can also leave the contact fields blank and click the popup button to search for contacts in the dialog box. In that case, enter your information in the fields at the top of the dialog box and click Search.

The Contacts grid in the Search Contact dialog box shows the contacts that match the information you entered. If a contact has more than one contact information record, Infor Public Sector shows the contact's last name across multiple rows in the grid, with a separate row for each contact information record. You can then choose which contact information record you want to use.

After you've found the correct contact and contact information record, select the row in the grid and click Select. Infor Public Sector loads the selected information into the contact fields on the page from which you opened the Search Contact dialog box.