Contacts context application

Contact record maintenance

You can use the Contacts Manager to add, edit, and delete contacts for these types of records:

• Customer Setup
• Customer Ship To Setup
• Vendor Setup
• Vendor Ship From Setup
• Product Setup
• Product Catalog Setup

In some functions, you can import information, such as the email address and phone number, from the entity record to the contact record.

The contacts that you create for a record are available in Contact field in functions throughout Distribution SX.e if these conditions are met:

• The record is referenced in the function.
• The Contact field is equipped with a lookup.

For example, you can specify a contact for the customer on the Initiate page in Sales Order Entry.

You can view existing contacts for the entities that are associated with the active function. For example, you can view the Vendor and Product contacts in Product Warehouse Product Setup and Product Catalog Setup. The number of contacts per entity is displayed.

You can view contacts in the Contacts Manager app in the Context Apps panel or in the expanded Contacts Manager window. To view a contact record in the Contacts Manager window, click the contact record in the Contacts Manager app and then click the Expand or Edit icon. If you click Edit, then the record is displayed in edit mode.

Task creation

To create a task for a contact in the Contacts context application, the content engagement work flow must be activated in your environment.

After you create a task, it is displayed in your feed or task page in Infor Ming.le. You can assign the task, add an attachment, or share it with another user. When the task is complete, you can mark it as finished.

See the Infor Ming.le online help.