Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.
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.
|
|
Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality. |
Use the Lookup to search for records
Information boxes
The contact information boxes contain the primary information about the contact. Users with appropriate permissions can edit these boxes.
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 | Notes | History |
| Activities | More Tabs | Tickets | Processes |
| Associations | Addresses | Attachments | Lead Sources |
| Literature Requests | Marketing | Responses | Web Access |
| Notes/History |
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.
