Home → Integrations → Rubi Outlook Plugin → View customer details

1.4. View customer details

Users can view member/customer details for contacts using the plugin.

To view customer details, open the email for the contact you wish to view and then select the "Lookup" option as shown below.

 

Once selected, users can select the various tabs to view Company, Address, Business, Customer, Membership and Interaction details.

Graphical user interface, text, applicationDescription automatically generated

 

To view a video on "Viewing Details" click here.

← Log an interaction from Outlook Creating a contact in Outlook →
Knowledge Tags
Outlook  /  Plugin  /  Contact  /  Records  / 

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