Contact card

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • The contact card displays the primary customer identification information for the account, consumer, or contact.

    The contact card displays the following for each context:

    • Avatar: An optional image configured when the card was setup.
    • Interactions badge: A count of the recent interactions gathered from the Interaction history table.
    • Contact information: Includes personal information like Mobile phone, Phone, Email, Street, City, and State/Province.

    Use the Edit icon to modify any information on the card and select Save to save and update the card.

    Hinweis:
    The Edit option is available only for users with the sn_customerservice_manager role.

    You can configure variables such as tables, display fields, and query conditions. See Configure the contact card variables for details.