Working with contacts
To work with account contacts, select the Profile tab in the Manage Account page, then click the button in the top right corner of the section and select Review. You can also click View All Contacts on the Maintenance tab, or in the Quick Links panel on the Summary tab.
Infor Public Sector then opens the Account Contacts dialog box. The grid shows all account contacts, and the sections below indicate which contacts are assigned to which roles, such as responsible parties and other contacts who will receive bills and notices.
To add a new contact, click
above the grid. You can select an existing contact, or you can create a new one.To assign contacts to roles, use the Add New and Edit links under , , , and . For contacts who will receive bills and notices, you can also click Select Address to specify the address to use.
Be sure to click the Account Contacts dialog box. If you click without saving, your changes will be lost.
button after you make changes in the