Using the Office Profile detail view

Use the Office Profile detail view to view, add, or modify information for a selected record.

The system administrator and users with the appropriate role can access these features.
Note: The workspace can be different based on the access rights provided or if the installation has been customized.

To access the Office Profile detail view, on the Navigation Bar, you can click Administration, and click Office Profiles to access the Office Profiles list view. If required, use the Lookup to locate an office profile, and select the company name.

On this page you can:

  • Use the Lookup to search for records.
  • Switch to the list view: On the toolbar click List view icon, 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.
(Company image) You can define an image for your company, for example, the company’s logo.

To add or update an image drag and drop an image file to the company image box on top of the placeholder company icon.

Note: Images have a maximum size of 72x144 pixels.
Division Name The division in the company to which the office belongs.
Main Phone The main telephone number for office. Click in the field, and then specify any changes.
Fax The fax number for office. Click field, and then specify any changes.
Toll Free The toll Free phone number for office. Click field, and specify any changes.
Primary Address The Main address or location of the office. Click Edit, to access the Edit Address dialog box. To view a map of the address, click Map icon. 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.
Alternate Phone An additional telephone number for the office. Click field, and specify any changes.
Shipping Address The mailing address if it is different from the primary address. Click Edit, to access the Edit Address dialog box. To view a map of the address, click Map icon. 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.

Detail View tabs

Each tab displays specific information you can use for office related activities. You can 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.

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