View an external contact’s profile

  • 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:

    1. Click Profile .
    2. 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:

    1. From Directory, click External Contacts.
    2. Search for a contact.
    3. Click the name for the contact you want to view.