Agent 365 CRM
Contact Quick View Button
July 3, 2025
Summary
Changes are for: Easy access for most looked at contact info.
What's New
- With Contact Quick View you can easily see basic information for your contact, spouse, and dependents, as well as active policy information.
- Search within the Contact Quick View.
- Print the Contact Quick View screen (only prints open accordions).
- Hides extra dependent or policy fields with no data.