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.

Note: The security access determines what functions are available. Contact the administrator for any access rights changes.

You can click Contacts to access the Contact list view, on the Navigation bar, to access the Contact detail 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. See Use the Lookup to search for records
View a group. See View a group
Click List View on the toolbar, to switch back to Contact list view.
View or print a detail report. See View or print a detail report

The Task Pane contains the Common Tasks 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 Contact Tasks 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

The lower section contains the default Contact detail view tabs. Each tab shows specific information you can use for contact related activities. Click a link to see more information about each tab.


Details	Opportunities	Addresses	Activities
Notes/History	Attachments	Tickets	Processes
Associations	Lead Sources	Web Access	Literature Requests
Marketing	Responses	More Tabs	Sync History
Audit Log	Recommendations	CRM Workflows tab	Customer Journey tab

Additional tabs are available if your implementation includes Back Office Extension.


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.