Salesperson Home
The Salesperson Home form displays
key sales information for a salesperson or sales manager. This form is
not part of a permission group. Authorization must be specifically given
through the Object Authorizations for User
form.
NOTE: If no salesperson is associated
with the user who opened this form, you receive an error message and
the form closes. Your system administrator or sales manager will tie
users to this form through the Salespersons
form.
Buttons
The buttons that appear on the upper portion of this form can be used
to quickly open complementary applications. If an application is not installed,
its button is inactive.
- Word - This button opens Microsoft
Word.
- Excel - This button opens Microsoft
Excel.
- Outlook - This button opens Microsoft
Outlook.
- Bing - This button opens your
default internet browser and navigates to the Bing Web page.
- Infor
Xtreme Support- This button opens your default internet browser
and navigates to the InforXtreme
Support Web page.
Tabs
For information about the tabs on this form, see these topics:
Related Topics
CRM Overview
About
Critical Numbers
About DataViews