Using the Glances Widget

The Glances widget appears once you've installed the Glances browser extension.  Glancey, our helpful mascot, loves to work for you anywhere and everything, so this widget will appear on every webpage you view. As you use Glances, you may notice that each record includes basic contact information and an image along the top of the Glance. We call this the Customer Profile. 

After logging in to Glances, you can use the widget in two unique ways below:

Click a Glancey Stamp

Glancey is always finding data.  When she identifies something on your page that might have helpful data from your connected app, she stamps it so you can easily find the data.  To use this feature:

1. View your webpage and identify Glancey's stamp.
2. Click the stamp and view your data within the Glances widget.

Manually Search for Data

Glancey likes to be flexible and understands that perhaps her stamp isn't sufficient.  For this reason,  she will also go out and find the data you need at any time.  To use this feature:

1. Click the Glances widget in the corner of your webpage.
2. Enter a name or email into the search bar and click Find.

Highlight and Search

When email addresses just won't do, use Glancey's Highlight and Search feature, which allows you to highlight any text on the page, click the Glancey pop-up, and auto-search using the Glances widget.

1. Highlight any text on the page.
2. Click Glancey's pop-up.

You can turn this feature off at anytime.