Using the Defect detail view

Use the Defect detail view to review, add, or modify information for a selected record. The detail view consists of fields, tabs, and a user-defined section.

You can use the Copy 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 cannot access full functionality.

To access the Defect detail view you can:

Click Defects on the Navigation Bar. The Defect list view is displayed.
Use the Lookup to locate a defect if required.
Click List View or click the current group tab to switch to the list view.
Click the Defect ID. The Defect detail view is displayed.

The Task pane contains the section. In this section, you can:

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.

Information fields

The defect information fields contain the primary information about the defect. Users with appropriate permissions can modify these fields. See Using the Defect detail view

Detail view tabs

Each tab shows specific information you can use for defect related activities. The tabs available are:

Details
Attachments
Comments
Activities
Notes/History
Audit Trail
Defect Tasks
Products
Returns
Tickets
More Tabs

User Defined section

You can drag and drop tabs into the user defined middle section. The tab must remain there until it is moved back to the lower section.