Person Profile - Summary Card


The purpose of this document is to help you navigate the Person Profile page. 

In the top left corner is the Person Profile Summary Card. This area gives you a quick snapshot of the person's Name, email and contact phone numbers. 

    • The arrow pointing left (<) will take you back to the search page. All your selection criteria will still be in effect. 
    • The (i) button at the end of the email field will show you the complete email
    • The dark blue/light blue rectangles at the end of the email field will copy the email for you so you can paste it elsewhere. 
Have more questions? Submit a request


Powered by Zendesk