The Details section is the default section displayed in the People Editor contextual menu. It presents the complete set of core information associated with a contact.
This section renders a structured form where the contact's data is stored and managed. The form structure, including its sections, fields, and behavioral logic, is predefined by the organization's administrators.
The Details section allows users to view and edit the contact's primary information through a variety of field types and interactive elements.
These may include:
- Text fields.
- Numeric fields.
- Checkboxes.
- Dropdown menus.
- Creation panels.
- Action buttons.
Additional field behaviors and configurations may also be present depending on how the administrator designed the contact form.
All changes made within the section are saved by clicking the SAVE button.
access the details section
To access the Details section of a contact, follow these steps:
- Open the Cases/Intake workspace.
- Click Contacts.
- In the PEOPLE tab, locate and click the contact's name.
The People Editor will open. - In the Contextual Menu, click Details.
The Details section will display.
details section dashboard
The Details section dashboard contains the following components:
- Details section.
- Details form.
- SAVE button.