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.
On this page you can:
- Use the Lookup to search for records
- View a group
- Click ( ) 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
- 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:
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
User Defined Section
You can drag and drop tabs into the user defined middle section.