Contact Details Tab

The Details Tab appears in the Contact Detail view. This tab contains specific information about the contact, such as the local time and time zone where the contact is located, who the contact was referred by, the department in which the contact works, the salutation, and the contact's assistant's name. You can edit the information at any time by clicking in a box and typing new information, or selecting from a list of available items.

To edit the Details Tab

1. From the Contact Detail view of the contact you want to change, click the Details tab. If the tab is not visible, click the More Tabs tab.
2. When your edits and updates are completed, click the Save button.

 

Box	Description
Birthday	The contact's birthday. Click the Calendar button, select the contact's birth date, and then click OK.
Spouse	The name of the contact's spouse. Click in the box, and then enter any changes.
Children	The name(s) of the contact's children. Click in the box, and then enter any changes.
Alumni	The name of the school, college, or university from which the contact graduated. Click in the box, and then enter any changes.
Employer(s)	The name of the contact's previous employer. Click in the box, and then enter any changes.
Interests	The contact's interests. Click the ellipsis button, select an item or items from the list, and then click OK.
Cuisine Pref	The contact's food preferences. Click the ellipsis button, select an item or items from the list, and then click OK.
Pager	The contact's pager number. Click in the box, and then enter any changes.
E-Mail 2 and E-Mail 3	If the contact has more than one e-mail address, enter the addresses in the E-Mail 2 and E-Mail 3 fields.
Department	The contact's department. Click the drop-down arrow and select an item from the list.
Referred By	If the contact was referred by someone, enter the name in this box.
ContactID	Displays the contact's ID number that is automatically generated when the contact is created. You cannot change this number.
Import Source	Displays a value if the contact information was imported from another source.
Create User, Create Date	The name of the user that created the contact and the date it was created.
Modify User, Modify Date	The name of the user that last modified this contact and the date the change was made.
Preferred Name	The contact's preferred name.
Gender	The contact's gender. Click the drop-down arrow and select an item from the list.
Marital Status	The contact's marital status.
Company Context	The contact's role in the company. Click the drop-down arrow and select an item from the list.
Nationality	The contact's nationality.
Language	The language the contact speaks.
Time Zone	The time zone where the contact is located. Click the drop-down arrow and select from the list. Click the Show Local Time to display the local time for the contact.

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.

Related Topics

What Are Contacts?

Using the Contact Detail View