See a list of Customer Profiles you've recently viewed without the need to search or remember the Customer details.
- Click the magnifying glass icon on the top right of the screen.
- Below the search bar, you'll see a list of (up to) the last 25 Customer Profiles you've recently viewed.
- If you start a search, the Recently Viewed Customers list is replaced with the search results.
- Clicking on a Profile will take you directly to the Customer's Profile. To add, the Customer doesn't need to be assigned to you. Merely viewing the Profile will automatically include it in the recently viewed list.
When the list is reset
- The list resets if you clear your browser history. The list will start populating again the next time you log in or after the browser history reset.
- If you open Gladly on a different device's browser, the other device's current list will not appear on the new device.
When the list is preserved