Using the Contact 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 security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.

How Do I?

Use the Lookup to search for records

View a group

View or print a detail report

Information boxes

The contact information boxes contain the primary information about the contact. 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.

Contact detail view tabs

The lower section contains the default Contact Detail view tabs. Each tab shows specific information you can use for contact related activities. Click a link to see more information about each tab.

Details Opportunities Addresses Activities
Notes/History Attachments Tickets Processes
Associations Lead Sources Web Access Literature Requests
Marketing Responses More Tabs Sync History
Audit Log



Additional tabs may be available if your implementation includes a Back Office Extension.

ERP Details Account Associations

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

Contacts Overview

Adding a Contact

Editing a Contact

Moving a Contact

Deleting a Contact



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