Resolve - Updating Details Tab

The Details Tab is the first tab you fill out upon entering an item.

1. When you enter into an item, you are presented with this. This article explains how to update the highlighted area. 

2. To update the information you would like displayed on the details tab, head to Site Settings > Meeting Types.

3. Select the labels icon of the meeting you’re wishing to update

These are usually pre-filled with the relevant merge tags for what is most commonly added to this tab. Feel free to re-name anything that is best suited to yourself and select SAVE.

When creating your report design, these merge tags will be what draw in the information you’ve updated in the labels icon. For further information regarding the creation of report designs – head to this article: