Edit Contact Card

Drishti
Tera Guru

‎03-21-2023 10:09 PM - edited ‎03-22-2023 01:37 AM

Hi Community,

While creating new HR case from Agent Workspace, we get contact card of that user selected.

I have to add more fields there, please guide how can we achieve this.

Drishti_0-1679474177340.png

 

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Suzanne H
Giga Guru

‎03-22-2023 08:09 AM

You can modify the contact cards by navigating to Ribbon Settings and select Customer360 Ribbon component. There is a limit on the number of fields you can add to each card though. I think it might be 8 but I'm not positive.

Let me know if this helped you solve this issue and if you have additional questions.

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Drishti
Tera Guru
In response to Suzanne H

‎03-31-2023 04:41 AM

Hi @Suzanne H 

Will you please help with steps, as when I am trying open Ribbion setting , I am unable to get the right one where I can see options for card.

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