Using the Contact 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 Contact Detail View

• On the Navigation Bar, click Contacts to open the Contact List view. If necessary, use the Lookup to locate a contact, and then click on the contact name.

Use the Lookup to search for records

View a group

Switch to the List view

• On the toolbar click the List View button, or click the current group tab.

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

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.

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

Contacts Overview

Adding a Contact

Editing a Contact

Moving a Contact

Deleting a Contact