- ContentsQuick LinksAccount Analysis landing page Accounting landing page AIM help AIM Receiver help Arrangements landing page Batch Processing landing page Custodian help Dashboard help Data Exchange landing page Dialer Campaigns landing page Exchange Manager help Invoices help Latitude help Latitude Console help Letter Console help Letters landing page Link Console help List Builder help Portfolio Manager help Reporting Console help Reporting landing page WorkFlow Designer help Work Queues landing page
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.
