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.

To open the Contact Detail view, on the Navigation Bar, click Contacts to open the contact list view. If required use the lookup to find a contact and then click the contact name.

On this page you can:

• Use the Lookup to search for records
• View a group
• Click (List View) on the toolbar, to switch back to contact List view.
• View or print a detail report

The Task Pane contains the Common Tasks section. In this section, you can:

• Detail Report
• Email
• Mail Merge
• Add Response to Campaign
• Add Note
• New Meeting
• New Phone Call
• New To-Do
• Import records
• Show on Map
• Accounts Nearby

The Task Pane contains the Contact tasks section. In this section, you can:

• Associate with User
• Disassociate from User
• Promote Infor CRM Back Office Extension only.

Information Fields

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 the 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	Recommendations

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

ERP Details

Account Associations

Accounting Entities Tab (with Master Data Consolidation enabled)

User Defined Section

You can drag and drop tabs into the user defined middle section.