Form Personalization Training Guide

• Related Articles

• Review Customer 360 form

  1. Click the Open icon on the toolbar. 2. Type customer 360 in the Filter field. 3. Click the Customer 360 list item. 4. Click the OK button. The Customer 360 form opens. 5. Type Mountain Trail Bikes in the Find other customer field. 6. Click the ...

• Link to a related form

  Part 1: Use a linking menu option 1. Click the Open icon. 2. Type purchase orders in the Filter field. 3. Click the Purchase Orders list item. 4. Click the OK button. The Purchase Orders (Filter in Place) form opens. 5. Click the Filter in Place ...

• Review Customer Service Home form

  1. Click the Open icon on the toolbar. 2. Type customer service home in the Filter field. 3. Click the Customer Service Home list item. 4. Click the OK button. The Customer Service Home form opens. 5. Click the Navigator tab. 6. Type [your initials] ...

• Review the Customer Order Document Lifecycle form

  1. Click the Open icon on the toolbar. 2. Type customer order document lifecycle in the Filter field. 3. Click the Customer order document lifecycle list item. 4. Click the OK button. The Customer Order Document Lifecycle form opens. 5. Type [your ...

• Infor Guide to Technology

  see attachment tab