Create a Description Field that is placed right underneath the name of a contact

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Top Contributor

How can I create a description field right below the name of a contact in the "about this contact" section?

 

I'd like to see when opening a contact.

 

It could containt information like "Mr. Frankenstein is CEO of bioworks, a 2 Billion dollar revenue company specializing in bio engineering. Bioworks also owns "Heartspring", a company developing artificial life"

 

Joke aside, I need it to specifify a person's position if the title isn't descriptive, and if he runs a conglomerate, which brands are part of that group.

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Accepted Solutions
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Esteemed Contributor

Hi @NGC-224 ,

Is this description field going to filled out manually by you?

If so you can create a custom property with rich text and give it a name like contact description.

In the contact page you can click on "manage properties" and add this field as a default property so it will always show in the order you wish.

You can go into this property whenever you wish in the specific contact and then write what you wish there.

Daniel Bleichman
Marketing | AudioCodes

Daniel.bleichman@audiocodes.com
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Esteemed Contributor

Hi @NGC-224 ,

Is this description field going to filled out manually by you?

If so you can create a custom property with rich text and give it a name like contact description.

In the contact page you can click on "manage properties" and add this field as a default property so it will always show in the order you wish.

You can go into this property whenever you wish in the specific contact and then write what you wish there.

Daniel Bleichman
Marketing | AudioCodes

Daniel.bleichman@audiocodes.com
Did my post help answer your query? Help the Community by marking it as a solution
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Esteemed Contributor | Gold Partner

@DanielAudio19  answer is correct.

 

If you need more information here are the knowledge articles to help:

Create a Custom Property

About Section Order

 

Let me know if that helps.






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