Using the Defect 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 defect to create a new one. If you use the Copy button, Infor CRM copies information from the original record.

How Do I?

Open the Defect Detail view

• On the Navigation Bar, click Defects to open the Defect List view. If necessary, use the Lookup to locate a defect, and then click on the defect ID.

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 Note
• New Meeting
• New Phone Call
• New To-Do

information boxes

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

detail view tabs

Each tab shows specific information you can use for defect 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

Defects Overview

Adding a Defect