Contact card
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.