Your workspace may be different depending on your access rights or if your installation has been customized.
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.
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Your workspace may be different depending on your access rights or if your installation has been customized. |
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.
| Details | Contacts | Opportunities | Activities |
| Attachments | More Tabs | Tickets | Returns |
| Associations | Notes/History | Literature Requests | |
| Marketing | Reseller Opportunities | Assets | |
| Contracts |
If you are integrated with an accounting system, the following tabs are also available:
| Accounting | Accounting Details | Accounting Sales Orders |
| Customer Payments | Invoices |
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.
