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.
Click to open the Contact Detail view, on the , 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 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:
- Using Mail Merge in the web client
- Detail Report
- 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:
Information Fields
The contact information boxes contain the primary information about the contact. The contact card allows you to view or upload a contact or account image and highlights the most used contact information. 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
| ERP Details | Account Associations | Accounting Entities Tab (with Master Data Consolidation enabled) |
User Defined Section
You can use Drag and Drop tabs into the user defined middle section.