Caller card appear immediately after selecting a Caller—without needing to save the record?
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05-23-2025 09:42 AM
In Service Operations Workspace, on the Incident form , the Caller card (right-side preview panel) only appears after the record is saved. Is there a way to make the Caller card appear immediately after selecting a Caller—without needing to save the record?

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05-23-2025 09:58 AM
Screenshot please
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05-23-2025 10:18 AM
when I select Caller In Incident is it not populating Caller Information.
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05-24-2025 02:10 AM
This is how it looks for me after saving the inc record. What card do you mean here?
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05-24-2025 03:06 AM
I want to get populate before saving.