Using the Contact detail view
Use the Contact 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.
You can click Contact list view, on the Navigation bar, to access the Contact detail view. If required use the to find a contact and then click the contact name.
to access theOn this page, you can:
- Use the Lookup to search for records. See Use the Lookup to search for records
- View a group. See View a group
- Click Contact list view. on the toolbar, to switch back to
- View or print a detail report. See View or print a detail report
The Task Pane contains the
section. In this section, you can:- Use Mail Merge in the web client. See Using Mail Merge in the web client
- Detail Report. See Viewing and printing detail view reports
- Email. See Emailing contacts or leads
- Add Response to Campaign. See Adding response information
- 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
- Import records. See Importing records
- View on Map. See Viewing contacts or accounts on a Contour map
- Accounts Nearby. See Viewing contacts or accounts that are nearby
- Start CRM workflow. See Starting a CRM workflow
The Task Pane contains the
section. In this section, you can:- Associate with User. See Associating or disassociating with a user
- Disassociate from User.
- Promote Infor CRM Back Office Extension only. See Back Office.
Information fields
The contact information fields contain the primary information about the contact. The contact card is used to view or upload a contact or account image and highlights the most used contact information. Users with appropriate permissions can edit these fields.
Additional information can 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.