View an external contact’s profile
Prerequisites
- External Contacts > Contact > View permission
The external contact’s profile details include the following information:
- Personal details
- Interaction history
- Survey history
- Contact information
- Notes
To view a contact’s profile in an interaction, do the following:
- Click Profile .
- To view more details, beside the contact’s name, click the arrow.
To view a contact’s profile without being in an interaction, do the following:
- From Directory, click External Contacts.
- Search for a contact.
- Click the name for the contact you want to view.
