Using the Office Profile Detail view
Use the Detail view to see, add, or edit information for a selected record.
 |
The system administrator and users with the appropriate role can access these features. |
To open the Office Profile Detail view, on the Navigation Bar, click , and then click 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 this page you can:
- Use the Lookup to search for records.
- Switch to the List view: On the
toolbar click
(), or click the current group tab. - Use the Task Pane group list or common tasks.
- View a group.
Information Fields
| Field Name | Description |
|---|---|
| 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 | The Main address or location of the office. Click the  (), to open the Edit Address
dialog box. To view a map of the address, click  (). 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 | The mailing address if it is different from the primary address.
Click the (), to open the Edit Address
dialog box. To view a map of the address, click (). 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 | The main telephone number for office. Click in the field, and then specify any changes. |
| Fax | The fax number for office. Click in the field, and then specify any changes. |
| Toll Free | The toll Free phone number for office. Click in the field, and specify type any changes. |
| Alternate Phone | An additional telephone number for the office. Click in the field, and specify 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 | Error Notifications |
| Office Profile Financial Settings Tab | Email Setup |
User Defined Section
You can drag and drop tabs into the user defined middle section. The tab is displayed until moved back to the lower section.