Understanding Account and Contact Detail Tabs

Detail tabs let you move from a client record to the work and financial information associated with it.

Account tabs

  • Overview: organization details, salesperson, billing defaults, status, and available case or financial summaries.
  • Contacts: people associated with the account.
  • Cases: related case records.
  • Price List: account billing rates.
  • Invoices: related client invoices.
  • Notes: ongoing account notes.
  • History: recorded activity and changes.

Contact tabs

A contact has Overview, Cases, Invoices, Notes, and History. Overview also contains System Access for the person's login setup where available. The contact's Cases view follows that person's case relationship rather than representing every case owned by the account.

Permissions still apply

Related financial details and actions depend on the viewer's permissions. An empty section can reflect access restrictions, filters, or missing relationships; it does not always mean the organization has no records.