The Contact Details page gives you an overview on the contact information through various sections:

Open

Contact Information

Open

This section gives you all information of the sale. Besides, you can also perform following action:

Edit Contact

You need to have the “Update contacts” permission to perform this action.

This action will open the Update Contact form popup where you can adjust information of the contact. It contains same information as you create a new contact (https://contemi.atlassian.net/l/c/yzQ0u5JE).

Cases

This tab contains a list of support cases which belong to the currently viewing contact(Similar to https://contemi.atlassian.net/wiki/spaces/SHC/pages/1760591895/Case+Management#Case-List) where you can also perform following actions:

• https://contemi.atlassian.net/l/c/twm1goiw

• https://contemi.atlassian.net/l/c/3xg6gF0W

• https://contemi.atlassian.net/wiki/spaces/SHC/pages/1771208904/Delete+Case?atlOrigin=eyJpIjoiYjFhNDBmZWNiYjc2NGFhNTg2ZTk2MTM3MzZjMjE2YTYiLCJwIjoiYyJ9

• https://contemi.atlassian.net/l/c/eWjw5na5

Notes

This is the tab where you can see all notes which have been made for the currently viewing contact.

You can also perform following actions:

Create Note

This action allows you to directly create a new note for the currently viewing contact (Similar to https://contemi.atlassian.net/l/c/DvtejLP0), so you don’t need to select the “Related Records” in the form.

Edit Note

You need to have the “Update notes” permission to see this button.

This action is to open the Update Note form popup where you can adjust all information of the note. It contains same information as you create a new note (https://contemi.atlassian.net/l/c/DvtejLP0).

Delete Note

You need to have the “Delete notes” permission to see this button.

This action is to completely delete a note. Before processing this action, you need to confirm via a Confirmation dialog.