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Short information on customer field in SC

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patrick gosseye1
Regular Collector

Short information on customer field in SC

Hi,

At insert the customer on a SC you will find a short info about this customer:
Organization, Site, Location and Telephone.
My question is : is it possible to change this short info (for example the Site will be remark)

Regards,
Patrick
6 REPLIES
Ruth Porter
Honored Contributor

Re: Short information on customer field in SC

Hi there,

do you mean the grey box under the Caller (customer) on a SC?

If so, go to Presnetation>Search>Person and then press the button beside quick view and this lets you specifiy which fields are shown and in what order

Hope this helps

Ruth
http://www.teamultra.net
Mark O'Loughlin
Honored Contributor

Re: Short information on customer field in SC

Hi Patrick,

Admin Console-Presentation-Search-Item-Quick View

Add the fields that you want to see into the Quick View area
Ruth Porter
Honored Contributor
Solution

Re: Short information on customer field in SC

Hi Patrick,
If replies help it is usual to give points

Regards

Ruth
http://www.teamultra.net
patrick gosseye1
Regular Collector

Re: Short information on customer field in SC

Hi Ruth,

There must be an action who will not be accepted, because the first thing what I did is to give you the points and then to close them.

Sorry, but I will reopen a thread and after your answer I will give you the points.

Sorry again,
Patrick
patrick gosseye1
Regular Collector

Re: Short information on customer field in SC

Sorry Ruth
patrick gosseye1
Regular Collector

Re: Short information on customer field in SC

Ruth,

I forgot to activate the buttom "submit points" before.

I think my mistake has been resolved.

Greatings,
Patrick
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