View Microsoft Outlook customer contact details in your instance
Once you have integrated Customer Service Management (CSM) with Microsoft Outlook, you can view customer details in an Outlook add-in panel to make communication easier.
Before you begin
Role required: sn_customerservice.contact_manager, sn_customerservice.proxy_contact
Procedure
In Microsoft Outlook, open an email message you received from the contact.
On the Microsoft Outlook Home tab, click View in ServiceNow.
The Outlook add-in panel displays the contact details.
Note: If the contact details are not available, the
No contact was foundmessage is displayed.If you want to perform other contact tasks, access the contact information in the CSM portal page by clicking the Pop-out icon (
Image omitted: pop-out-icon.png
Pop-out icon\).
Pop-out icon\).