Adding Fields to Contact Card in Service Operational Workspace

sravanku888
Tera Contributor

Hi All,

I'm working in the Service Operational Workspace and need to customize the contact card that appears on the interaction record [as highlighted in the attached screenshot]. Currently, it displays the time, email, and phone number.

sravanku888_0-1739277504339.png

 

I would like to add the following fields to this card:

Manager (caller_id.manager)
Could you please provide guidance on how to achieve this?

Thank you for your assistance.

Regards,
Sravan Kumar

4 REPLIES 4

Community Alums
Not applicable

Hi @Community Alums 

I would like to add that change in interaction, could you please provide me the configuration steps

Hi @sravanku888 ,

I have same requirement to add company information on Contact Card of interaction record.

Please help me with the solution if you cracked it already.

Thanks,

Hi @Nickell,
Did you find a way to edit the employee contact card on the interaction record from the backend?