Adding Fields to Contact Card in Service Operational Workspace
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02-11-2025 04:41 AM
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.
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
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02-11-2025 05:36 AM
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02-11-2025 05:43 AM
Hi @Community Alums
I would like to add that change in interaction, could you please provide me the configuration steps
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02-21-2025 10:27 AM
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,
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07-29-2025 07:36 AM
Hi @Nickell,
Did you find a way to edit the employee contact card on the interaction record from the backend?