Accessing Quick Customer Info from a Contact Tracking Record

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

 

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


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

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 website in a browser.