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.
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