Quick View is an instant preview of a Person record that allows you to see vital information of a given Person in just a click. In one view, you can see a Person’s location, associations, activities, notes and more.
Person Quick view is located in several locations throughout the app from clicking on a Person (?) link. You can always access Quick View from People List.
To access Quick View from People List:
- Navigate to People List from the main menu via Records
- Hover over a record and select “Quick View” from the Name column
- The Person record will open from the right side of the screen
Quick View consists of main sections:
- General Details: See location and critical information about the Person
- Activities: Visualize recent activities in a plot chart and add new Activities
- Notes: See a log of all notes associated with the record and add new Notes
- Deals: See a log of all deals associated with the record and add new Deals
- Routes: See a log of all routes associated with the record and add it to a new route
To add to Notes, Deals or Routes from Quick View, click the “ + Add” button next to the section header.
To see all Person details and edit the record, click “Edit Person” at the bottom of the Quick View pane.