CRM Help

Business Card View

The Business Card view in a Record Details page helps you get a quick glance at the important details of the record. Users in an organization may want to look at the details, without having to search for them. For this reason, the business card view can be customized in an organization's CRM account. So, if you have a call with a contact, you do not have to hunt for details like the phone number or the account name. You can have it right there in the business card view.

Availability

Profile Permission Required: Users with the Customize Zoho CRM permission in 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, point the cursor to a field in the Business Card View.
  3. Click the arrow and select the field from the drop-down list.
    Please note that this customization is organization specific, i.e. any changes made will be reflected in all the users' CRM accounts.

Organize Fields in Business Card

To reorder field and remove fields in Business Card View

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

Show or Hide Business Card

To show or hide the Business Card View

  1. Click the [Module] tab and select a record from the list view.
  2. In the Record Details page, click or to Hide or Show the Business Card View.
    This customization is user specific, i.e. each user can show or hide the Business Card View as per their requirements.

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