Showing Additional Fields on the Contact Cards

In the Display Settings menu (accessed via the cog icon indicated in the image below), you can select an extra item of information to include on contact cards.

By default, the following are available for selection:

  • Each contact's relationship owner (Show Relationship Owner).
  • Each contact's department (Show Department).
  • Each contact's assigned division or divisions (Show Division A division is typically a smaller service unit or business unit within an account. By providing the same features as an account (row on the opportunity map, relationship map, insight map, etc.), divisions allow you to accurately map your customers' buying structures, without restriction to Salesforce Account records.).

    Note: The 'Show Division A division is typically a smaller service unit or business unit within an account. By providing the same features as an account (row on the opportunity map, relationship map, insight map, etc.), divisions allow you to accurately map your customers' buying structures, without restriction to Salesforce Account records.' option is only available in account relationship maps.

Your administrator can also make other contact details available in the Display Settings menu. In the example below, a field called Assistant's Name has been added.

When you select an option from the Display Settings menu, the value is displayed on their contact card (as in the example shown below, where Show Department has been selected).