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Use the Quick Profile
You can view detailed information about the contacts and organizations that make up your enterprise. Depending on your role, you can access the Quick Profile in the folowing ways:
- For roles that use the Quick Profile frequently, click the Quick Profiles tab.
- For roles that use the Quick Profile less often, select the View, Quick Profile command on the menu bar of a Scoreboard tab.
- For roles that create new tickets using the Quick Profile, click the Quick Profile button on ticket detail pages.
You can use the Quick Profile as follows:
- Shows contact and organization information, environment, and history in the left pane.
- Display the windows for different types of contact history depending on your latest selection in the right pane.
- View the Scratchpad, which allows you to enter description information to the record you are creating in the bottom pane.
More information:
Search for a Contact in the Quick Profile
Edit a Contact in the Quick Profile
Create a Quick Close Ticket
View Recent Activity for a Contact in the Quick Profile
Quick Profile Contact Information
Quick Profile Scratchpad