Using the Contract 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.

You can copy information from an existing contract to create a new one. If you use the Copy button, Infor CRM copies information from the original record.

How Do I?

Open the Contract Detail View

• On the Navigation Bar, click Contracts to open the Contract List view. If necessary, use the Lookup to locate a contract, and then click the Reference Number.

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.

Use common tasks

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

• E-mail
• Mail Merge
• Add Note
• New Meeting
• New Phone Call
• New To-Do

information boxes

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

detail view tabs

Each tab shows specific information you can use for contract 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

Contracts Overview

Adding a Contract

Editing a Contract

Deleting a Contract