Configure the fields on a record card in Connect
When a record is either linked to or created from a Connect Chat conversation, the details of the record display as a card in the chat window.
Avant de commencer
Role required: admin
Pourquoi et quand exécuter cette tâche
The card view only applies to the full Connect Chat page and the end-user view of Connect Support conversations.
Procédure
-
Select the menu icon (
) on any of the column names of the incident list view.
-
Right-click on the column name and select .
-
On the Configuring Incidents List screen, select New
from the View name list.
-
In the Create New View dialog, enter Connect in the View
name field.
.
For more information on creating a form view, see Create and delete views .You cannot remove the Author or the Updated fields from the card regardless of whether they are on the view or not. The card always shows the Short Description field in the top even if it is in a different order in the list.
-
Choose the fields that you want to display on the Connect card
and select Save.