Selecting recently viewed contacts

Recently viewed contacts appear at the bottom of the Contact drop-down menu. Select one of these contacts to view the Contact File Details for that contact. If the contact is an account holder, PolicyCenter displays the Account Holder Summary screen.

For each user, the recently viewed list is initially empty. Contacts are added as the user views contact details over multiple sessions.

If you select a recently viewed contact, PolicyCenter displays the details for that contact, and moves that contact to the top of the list. If, the contact no longer exists, PolicyCenter displays the Search Contacts search screen, and removes the contact from the list. For example, a recently viewed contact no longer exists if that contact was merged into another contact.

Contacts that exist only in external systems are not added to the list of recently viewed contacts. However, if you create an account for an external contact, that contact is added to PolicyCenter and appears on the list of recently viewed contacts.

More recently viewed contacts appear higher on the list. When the maximum number of recent contacts has been reached, older contacts are removed and replaced by newer ones.

Each user can specify the maximum number of recent contacts in Preferences. For more information, see Setting preferences.