Using the Return detail view
Use the Return 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.
To view the Return detail view, you can click on the Navigation Bar, to access the Return list view. If required, use the to locate a return, and then click the Return ID.
On this page you can:
- Use the to search for records. See Using lookup.
- View a group. See What are Groups?
- Click , or click the current group tab to switch to the list view.
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
- Email. See Emailing contacts or leads
- Add Note. See Adding a note
- New Meeting. See Scheduling or modifying an activity
- New Phone Call. See Scheduling or modifying an activity
- New To-Do. See Scheduling or modifying an activity
Information fields
The Return information fields contain the primary information about the return. Users with appropriate permissions can edit these fields. See Return information fields
Detail view tabs
Each tab shows specific information you can use for return related activities. See:
- Attachments. See Attachments tab
- Ship to Details. See Using the Return Ship To Details tab
- Details. See Using the Return Details tab
- Defects. See Using the Defects tab
- Comments. See Using the Return Comments tab
- Activities. See Activities tab
- Notes/History. See Notes/History tab
- More Tabs. See More tabs
These additional tabs are be available if your implementation includes a Back Office Extension. See Back Office:
- ERP Details. See Return ERP details tab (back office extension)
- Products. See Return Products tab (back office extension)
- Bill/Ship Address. See Return Bill/Ship Address tab (Back Office Extension)
User defined section
You can drag and drop tabs into the user defined middle section. See Dragging and Dropping