Tier1 for Outlook side panel allows you to search for and view contact details directly within Outlook. This functionality is particularly useful for quickly accessing client information during calls or prior to meetings.
Click within the search bar and enter the contact’s name, Tier1 for Outlook will begin searching after three characters have been entered. If you cannot find a contact, try different variations of their name.
In the search results, click the chevron icon to expand and view the contact’s details. The pencil icon enables editing and the cloud icon opens the full record in Tier1.
Once expanded, clicking on any section will display summarized data. For example, you can see the recent interactions for Ted White.
Contact Tier1 or your administrator if you need a field or more contact related data to be displayed in the side panel.
Known Issues and Limitations |
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If you do not see the side panel in your Outlook, go to Outlook ribbon, Tier1 section and click Show Side Panel. |