Associating or Disassociating with a Contact

If your Infor CRM implementation includes creating a contact for each Infor CRM user, you can easily associate the user and contact from the Users List view.

How Do I?

Associate a user with a contact

1. On the Navigation Bar, click Administration, and then click Users.
2. Select the user you want to associate with a contact.
3. In the Task Pane, under User Tasks, click Associate with Contact.
4. In the Associate User with Contact dialog box, click the Contact Find button.
5. Use the Lookup to find the contact you want to associate with the user, and then click OK
6. Click OK.

Disassociate a user from a contact

1. On the Navigation Bar, click Administration, and then click Users.
2. Select one or more users you want to disassociate from any contacts.
3. In the Task Pane, under User Tasks, click Disassociate from Contact.
4. Click OK.

Related Topics

Using the Users List View

Associating or Disassociating a Contact with a User