Using the Office Profile Detail view
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The system administrator and users with the appropriate role can access these features. |
Use the Detail view to see, add, or edit information for a selected record.
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Your workspace may be different depending on your access rights or if your installation has been customized. |
- On the Navigation Bar, click Administration, and then click Office Profiles to open the Office Profiles List view. If necessary, use the Lookup to locate an office profile, and then click the company's name.
- On the toolbar click the List View
button, or click the current group tab.
Use the Task Pane group list or common tasks
Information Boxes
- Company Name - The division in the company to which the office belongs.
- Division Name - The division in the company to which the office belongs.
- Primary Address - Main address or location of the office.
button
button. If Contour integration is enabled and configured it will open a map using the Contour provider. If a provider is not configured then the address will open in MapQuest.
- Shipping Address - Mailing address if it is different from the primary address. button button. If Contour integration is enabled and configured it will open a map using the Contour provider. If a provider is not configured then the address will open in MapQuest.
- Main Phone -Main telephone number for office. Click in the box, and then type any changes.
- Fax - Fax number for office. Click in the box, and then type any changes.
- Toll Free - Toll Free phone number for office. Click in the box, and then type any changes.
- Alternate Phone - An additional telephone number for the office. Click in the box, and then enter any changes.
detail view tabs
Each tab shows specific information you can use for office related activities. Click a link to see more information about each tab.
| Licenses | Security |
| Office Hours | Currency |
| Service/Support | Help |
| Groups |
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.
