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.

Your workspace may be different depending on your access rights or if your installation has been customized.

How Do I?

Use the Lookup to search for records

View a group

View or print a detail report

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


More Tabs

Associations Notes/History

Account Timeline

Literature Requests


Reseller Opportunities Assets

Sales Orders


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.

Related Topics

Accounts Overview






What's New in this Release


For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at