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Viewing a Contact Summary (End User)

The Contact Summary view provides a comprehensive view of a contact's relationship with an end user's organization in an editable format. This view displays the customer's contact information, financial accounts, applications, alerts, campaigns targeted at the customer, and service requests and opportunities associated with the customer.

The Customer Value stars on the Contact form indicates the customer's value to the organization. For more information, see Setting the Customer Value Icon (End User).

To view contact summary information

  1. Navigate to the Contacts screen > Contacts List view.
  2. In the Contacts list, drill down on a contact.
  3. Click the Summary view tab.

For more information on editing summary view information, see Configuring Summary Views.

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