Using the Account Detail View
Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section.
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Your workspace may be different depending on your access rights or if your installation has been customized. |
- On the toolbar click the List View
button, or click the current group tab.
On the Task Pane, under Common Tasks, you can:
Account information boxes
The account information boxes contain the primary information about the account. Users with appropriate permissions can edit these boxes.
Additional information may be available if your implementation includes a Back Office Extension. This information is for display only and must be added or edited in the integrated application. For specific questions please refer to the documentation for the integrated application or contact your administrator.
detail view tabs
Each tab shows specific information you can use for account related activities. Click a link to see more information about each tab.
| Details | Contacts | Opportunities | Activities |
| Attachments | Returns | ||
| Associations | Notes/History | Literature Requests | |
| Marketing | Reseller Opportunities | Assets | |
| Contracts | Quotes | ||
| Sync History | Recommendations |
Additional tabs may be available if your implementation includes a Back Office Extension.
| ERP Details | Contact Associations | Ship To |
| Sales Persons | Invoices | Bill To |
| Shipments | Receivables | Accounting |
user defined section
You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.
