Business Card View
The Business Card view in Record Details page gives a quick preview of details like record owner, email address, phone number etc. Sometimes, agents may need to lookup for more information in the business card while they are on a call with a customer or sharing record's information with a fellow worker. To achieve this you be able to select the fields that must be visible to the agents. Therefore we allow to customize the business card according to your need.
Users with the Customize Zoho CRM permission in profile can access this feature.
Customize the Business Card
- Go to Setup > Customization > Modules and Fields.
- Select the module and click on the desired layout.
- In the Module Layout page, click Detail View.
- In the Business card, click Customize.
- Select the fields.
You can add a maximum of 5 fields. -
Click Done.
The record detail page will display the customized business card.
Replace fields from the Business Card
Reorder and remove fields from Business Card
- In the Record Details page, click the More icon and select Customize Business Card.
- In the pop-up window, select fields from the Available Field List and move to the Selected Field List.
Disable the Business Card
You can disable the visibility of business card from the layout editor or the record details page.
- Go to Setup > Customization > Modules and Fields.
- Select the module and click on the desired layout.
- In the Module Layout page, click Detail View.
- In the Business card view popup, toggle off the button
- Go to a module and select a record from the list view.
- In the Record Details page, click the More icon and select Customize Business Card.
- In the pop-up window, toggle off the button.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
FAQ: Kanban View
1. What is a Kanban view and what are its benefits? The Kanban view is a card-based view that displays records in different categories. The user can choose the criteria for the categories. For example, customers can be segregated based on the ...Troubleshooting Module Customization
Troubleshooting Modules and Fields Why does the editor go from top to bottom instead of left to right when I click the Tab key while creating or editing a record? The order depends on the Tab Order Preference set by the Admin for each particular ...FAQs on Card Scanner App
1. What can I do with the card scanner app? How can it help my business? There are multiple ways in which leads are generated and one of the most common methods is through webinars, trade shows, conferences etc. where you get to meet interested ...Sharing Records
Collaboration with team members or others in the organization is integral to any business. For some, collaboration means conducting meetings, having discussions on phone or sending information via email while for some it is sharing data with peers ...Common Operations with records
Record Navigation Navigation primarily means the process of moving back and forth within the records. In Zoho CRM, navigation allows easy movement between the records; it provides options to choose the number of records to be displayed in one page ...