How to Add Properties in Add Existing Contact View
When associating an existing contact with a Deal or Company, only the contact's full name and email address are displayed. The phone number appears when hovering over the contact record. Is it possible to display additional contact properties, such as job title, in this view? If so, what are the steps to achieve this?
How to Add Properties in Add Existing Contact View
Hello @RatulRahman , I have followed the steps you provided and added and moved the Job Title property under the 'About This Contact' section. However, the issue persists: the Job Title still does not appear in the view when associating an existing contact to a deal/company record. Below are the steps to replicate the issue:
In the deal record, I clicked on 'Add (Contacts).'
The 'Add Existing' form opens, and I search for the contact name. Only the contact's full name, email, and phone number are displayed. We would like to also see additional properties, such as the job title.
How to Add Properties in Add Existing Contact View
Hello@RatulRahman , I have followed the steps you provided and added and moved the Job Title property under the 'About This Contact' section. However, the issue persists: the Job Title still does not appear in the view when associating an existing contact to a deal/company record. Below are the steps to replicate the issue:
In the deal record, I clicked on 'Add (Contacts).'
The 'Add Existing' form opens, and I search for the contact name. Only the contact's full name, email, and phone number are displayed. We would like to also see additional properties, such as the job title.