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Review of Record Details
When reviewing the information about a contact or lead on the add-in form, you may want to view or adjust the details of the contact or lead record or linked entities (if any). You can do any of the following:
If you want to view or modify the details of the contact or lead, click
View Contact
or
View Lead
, respectively, on the add-in form. This opens the
Contacts
(
CR302000
) or
Leads
(
CR301000
) form populated with the details of the corresponding record.
If you want to view or modify the details of the employee that is associated with the email address specified for the selected contact, click
View Employee
on the add-in form. This opens the
Employees
(
EP203000
) form populated with the details of the employee record.
If you want to view or modify the details of the business account, case, or opportunity that is associated with the contact, click
View Account
,
View Case
, or
View Opportunity
, respectively, on the add-in form. This opens the corresponding entry form in Acumatica ERP populated with the details of the corresponding record.
Depending on which type of record has been most recently created for the contact, you may view either a case or an opportunity.
If you want to view or modify the details of the request for information or project issue that is associated with the email, click
View Request for Information
or
View Project Issue
on the add-in form. This opens the corresponding entry form in Acumatica ERP populated with the details of the corresponding record.
Depending on which type of record has been most recently created for the email, you may view either a request for information or a project issue.
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Review of Record Details
When reviewing the information about a contact or lead on the add-in form, you may want to view or adjust the details of the contact or lead record or linked entities (if any). You can do any of the following:[anchor|#ul_wjs_kr3_3w] *If you want to view or modify the details of the contact or lead, click '''View Contact''' or '''View Lead''', respectively, on the add-in form. This opens the [HelpRoot_FormReference\CR_30_20_00|Contacts] ([~/?ScreenId=CR302000|CR302000]) or [HelpRoot_FormReference\CR_30_10_00|Leads] ([~/?ScreenId=CR301000|CR301000]) form populated with the details of the corresponding record. *If you want to view or modify the details of the employee that is associated with the email address specified for the selected contact, click '''View Employee''' on the add-in form. This opens the [HelpRoot_FormReference\EP_20_30_00|Employees] ([~/?ScreenId=EP203000|EP203000]) form populated with the details of the employee record. *If you want to view or modify the details of the business account, case, or opportunity that is associated with the contact, click '''View Account''', '''View Case''', or '''View Opportunity''', respectively, on the add-in form. This opens the corresponding entry form in Acumatica ERP populated with the details of the corresponding record. *:((({S:Warn}Depending on which type of record has been most recently created for the contact, you may view either a case or an opportunity. ))) *If you want to view or modify the details of the request for information or project issue that is associated with the email, click '''View Request for Information''' or '''View Project Issue''' on the add-in form. This opens the corresponding entry form in Acumatica ERP populated with the details of the corresponding record. *:((({S:Warn}Depending on which type of record has been most recently created for the email, you may view either a request for information or a project issue. )))
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