View contact details in SuperOffice for Outlook

Audience:
person
• 1 minute to read
 • 1 minute to read

SuperOffice for Outlook gives you quick access to CRM information about the people you work with in Outlook.

From the SuperOffice sidebar, you can view contact details and related information without opening SuperOffice in a separate window.

What you can view

Depending on the contact and your access rights, you can view related information such as:

  • Contact and company details
  • Activities
  • Sales
  • Requests

View contact details

  1. Open SuperOffice for Outlook (if not pinned).

  2. Go to the Action or People tab.

  3. Select the contact's name.

The contact details open in the sidebar, together with related CRM information such as requests, sales, projects, and follow-ups.

Note

The information you see depends on the contact data available in SuperOffice and your access rights.

If the contact is not found

If SuperOffice for Outlook does not recognize the contact, you can add the person to SuperOffice or link the email address to an existing contact.

For more information, see Archive Email.