General User

 

Detail View

When you click on a specific record in the Table View, the record will be displayed in the Detail View. The Detail View provides access to the current records actual data with all the fields for that module.

1. Sub Tabs:  Sub Tabs are a way to segment the data into different sections within the same record.

2. Event:  Create Calendar event by clicking this button with a popup window where you can add a new calendar event for the current selected record.

3. Print:  Click this button to print the current record.

4. History: The change history window is a history log of all the changes for the current selected record.  Different background colors indicate who or what changed the record.

White:  Record changed by a user.
Blue:  Record changed by a workflow.
Green:  Record linked to another record.