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Using the Account Detail View

Use the 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.

How Do I?

Open the Account Detail view

• On the Navigation Bar, click Accounts to open the Account List view. If necessary, use the Lookup to locate an account, and then click on the account name.

Use the Lookup to search for records

Switch to the List view

• On the toolbar click the List View button.

View a group

View or print a detail report

Use common tasks

On the Task Pane, under Common Tasks, you can:

• Detail Report
• E-mail
• Mail Merge
• Add Response to Campaign
• Add Note
• New Meeting
• New Phone Call
• New To-Do

Account information boxes

The account information boxes contain the primary information about the account. Users with appropriate permissions can edit these boxes.

detail view tabs

Each tab shows specific information you can use for account related activities. Click a link to see more information about each tab.

If you are integrated with an accounting system, the following tabs are also available:

user defined section

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

Related Topics

Accounts Overview

Adding an Account

Editing an Account