Zoho Workelry | Business Card View

Business Card View

The Business Card view in a Record Details page helps you get a quick overview of the most important details of a record. The Business Card view can be customized in an organization's account based on the details your users want to see. This means that if you have a call with a contact, for example, you do not have to hunt for details like the phone number or the account name. It is right there in the Business Card view.

Availability
Profile Permission Required: Users with the Customize Zoho Workerly permission in their profile can access this feature.

Select Fields for Business Card

To select fields for Business Card View:

  1. Click the [Module] tab and select a record from the list view.
  2. In the Record Details page, hover the cursor over a field name in the Business Card View.
  3. Click the arrow and select the field from the dropdown.
  4. Please note that this customization is for the whole organization, so any changes made will be reflected in all the users' Workerly accounts.

Organize Fields in Business Card

To reorder and remove fields in the Business Card View:

  1. Click the [Module] tab and select a record from the list view.
  2. In the Record Details page, click the More icon and then click Customize Business Card.
  3. In the pop-up window, select fields from the Available Field List and move them to the Selected Field List.
  4. The number of fields you can add to a business card view varies for each module.
  5. Please note that this customization applies to the whole organization, so any changes made will be reflected in all the users' Recruit accounts.


    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 CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              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 CRM Training

                Zoho SalesIQ Resources



                    Zoho TeamInbox Resources




                              Zoho DataPrep Resources

                                Zoho DataPrep Demo

                                Get a personalized demo or POC

                                REGISTER NOW


                                  Design. Discuss. Deliver.

                                  Create visually engaging stories with Zoho Show.

                                  Get Started Now











                                                        • Related Articles

                                                        • Using Roster View for Temp Scheduling

                                                          You can now keep up with temp schedules using Zoho Workerly's Roster View. Overcome the difficult maze of complex temp staffing issues.  Here are some benefits of using Roster View for temp scheduling: Avoid overloading your temp staff Manage empty ...
                                                        • Understanding temp view options on the Shift Scheduling board

                                                          Scenario: Zylker needs 3 temps to fill in a job on March 18, 2020. As an agent, you can create a shift by following the steps below: 1. Navigate to Scheduled Temps in the left panel below the Info heading. 2. Matching temps will be displayed in ...
                                                        • Create Clients

                                                          In Zoho Workerly, you can create clients by: Entering data in the clients' details form: You can manually fill in the Client details gathered from various external sources. Importing Clients from external source:  You can gather data from various ...
                                                        • Create and Manage Contacts

                                                          Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons. In Zoho Workerly, a Contact will represent a Client and raise Job requirements.  The most important function of the contacts module in ...
                                                        • Create and Manage Jobs

                                                          In any organization, Jobs are the most important records to generate the real revenue for the organization. Jobs are typically a requirement from a Client. Once a client raises a requirement, Temps are assigned to that Job and the whole Staffing ...

                                                        Resources

                                                        Videos

                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                        eBooks

                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                        Webinars

                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                        CRM Tips

                                                        Make the most of Zoho CRM with these useful tips.



                                                          Zoho Show Resources