Accessing Quick Customer Info from a Contact Tracking Record

From the Contact Tracking detail screen, any customer that are linked to the contact tracking record, you can view quick information.

 

Simply right-click the hyperlinked constituent and select Quick Info, as shown below.

quick_info_option.png

 

Doing so will open the Quick View window, as shown below.

quick_view.png

 

From this screen, if an email address has been defined for the constituent, you can click the link to open a new email. Additionally, if a web address has been defined, you can click that link to open the web site in a browser.