The Details section is the default section displayed in the Organization Editor contextual menu. It presents the complete set of core information associated with an organization.
This section renders a structured form where the organization’s data is stored and managed. The form structure, including sections, fields, and behavioral logic, is predefined by the firm’s administrators.
The Details section allows users to view and edit the organization’s primary information using 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 administrators designed the organization form.
All changes made within the section are saved by clicking the SAVE button.
access the details section
To access the Details section of an organization, follow these steps:
- Open the Cases/Intake workspace.
- Click Contacts.
- In the ORGANIZATIONS tab, locate and click the organization’s name.
The Organization 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.