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.
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Your security access determines what functions are available. Contact your administrator for any access rights changes. |
- On the toolbar click the List View
button, or click the current group tab.
On the Task Pane, under Common Tasks, you can:
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.
