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Latitude Help
Reference Panels
The Reference panels allow you to view reference information for the account displayed in the Work Form. This section contains a Reference Panel navigation bar, which allows you to open the panels. It also contains the Reference Panel toolbar, which provides options for the selected panel. Once you open a panel, a tab displays on the Reference Panel navigation bar. You can have multiple panels open at once and use the tabs to move between panels.
The Notes and Interactions panels are available to all users. The remaining panels available to you are based on how your organization configured the Reference Panels Permission.
