Using the Contract 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.

You can copy information from an existing contract to create a new one. If you use the Copy button, Infor CRM copies information from the original record.

To open the Contract Detail view, on the Navigation Bar, click Contracts to open the Contracts List view. If necessary, use the Lookup to locate a contract. Click the Reference Number.

On this page you can:

• Use the Lookup to search for records.
• View a group.
• Click (List View) on the toolbar, to switch to the Contract List view.

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

• Email
• Mail Merge
• Add Note
• New Meeting
• New Phone Call
• New To-Do

Information Fields

The contract information boxes contain the primary information about the contract. Users with appropriate permissions can edit these fields.

Detail View Tabs

Each tab shows specific information you can use for contract related activities. Click a link to see more information about each tab.

Attachments	Comments	Covered Assets
Tickets	More Tabs

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.