Using the Defect Detail view
Use the Defect Detail view to review, add, or edit information for a selected record. The Detail view consists of fields, tabs, and a user-defined section.
You can use the option to copy the information from an existing defect to create a new one.
Note: The security access determines
what functions are available. Contact the administrator for any access rights changes.
Web Viewer users may not access full functionality.
To access the Defect Detail view
- Click on the Navigation Bar. The Defect List view is displayed.
- Click the . The
Defect Detail view is displayed. If required, use the
Lookup to locate a defect.
To switch to the List view, on the toolbar click (List View), or click the current group tab.
To switch to the List view, on the toolbar click (List View), or click the current group tab.
On the Task Pane, in the Common Tasks section, you can perform these actions:
- Detail Report. See Viewing a Report
- Email. See Emailing Contacts or Leads
- Add Note. See Adding a Note
- New Meeting. See Scheduling an Activity
- New Phone Call. See Scheduling an Activity.
- New To-Do. See Scheduling an Activity.