View Microsoft Outlook customer contact details in your instance

task brazil Updated Sep 10, 2026 1 min read view-existing-contact.md
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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_csm_proxy_cont

Procedure

  1. In Microsoft Outlook, open an email message you received from the contact.

  2. 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 found message is displayed.

  3. If you want to perform other contact tasks, access the contact information in the CSM portal page by clicking the Pop-out icon ([Omitted image "pop-out-icon.png"] Alt text: Pop-out icon).

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