View Contacts

Viewing an existing contact can be helpful in providing excellent service for the present interaction, and may help you in determining which contact record is correct.

To view a contact, navigate to the Contacts page and select View from the Actions dropdown next to the contacts' name.

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To View A Contact

The contact view panel contains three tabs, Contact Information, Organization, & Case History. Clicking on each tab will display related information to the contact.

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Contact View Panel