Using the Office Profile Detail view

Use the Detail view to see, add, or edit information for a selected record.

The system administrator and users with the appropriate role can access these features.

Note: The workspace may be different depending on the access rights or if the installation has been customized.

To open the Office Profile Detail view, on the Navigation Bar, click Administration, and then click Office Profiles to open the Office Profiles List view. If necessary, use the Lookup to locate an office profile, and then click the company's name.

On this page you can:

Use the Lookup to search for records
Switch to the List view: On the toolbar click (List View), or click the current group tab.
Use the Task Pane group list or common tasks
View a group

Information Fields

Company Name: The division in the company to which the office belongs.
Division Name: The division in the company to which the office belongs.
Primary Address: The Main address or location of the office. Click the (Edit), to open the Edit Address dialog box. To view a map of the address, click (Map). If Contour integration is enabled and configured it will open a map using the Contour provider. If a provider is not configured then the address will open in MapQuest.
Shipping Address: The mailing address if it is different from the primary address. Click the (Edit), to open the Edit Address dialog box. To view a map of the address, click (Map). If Contour integration is enabled and configured it will open a map using the Contour provider. If a provider is not configured then the address will open in MapQuest.
Main Phone: The main telephone number for office. Click in the field, and then specify any changes.
Fax: The fax number for office. Click in the field, and then specify any changes.
Toll Free: The toll Free phone number for office. Click in the field, and specify type any changes.
Alternate Phone: An additional telephone number for the office. Click in the field, and specify any changes.

Detail View Tabs

Each tab shows specific information you can use for office related activities. Click a link to see more information about each tab.

Licenses	Security
Office Hours	Currency
Service/Support	Help
Groups	Error Notifications

User Defined Section

You can drag and drop tabs into the user defined middle section. The tab is displayed until moved back to the lower section.