The Business Card view in a Record Details page helps you get a quick overview of the most important details of a record. The Business Card view can be customized in an organization's account based on the details your users want to see. This means that if you have a call with a contact, for example, you do not have to hunt for details like the phone number or the account name. It is right there in the Business Card view.

Availability

Profile Permission Required: Users with the Customize Zoho Workerly permission in their profile can access this feature.

Select Fields for Business Card

To select fields for Business Card View:

1. Click the [Module] tab and select a record from the list view.
2. In the Record Details page, hover the cursor over a field name in the Business Card View.
   
3. Click the arrow and select the field from the dropdown.
   
4. Please note that this customization is for the whole organization, so any changes made will be reflected in all the users' Workerly accounts.

Organize Fields in Business Card

To reorder and remove fields in the Business Card View:

1. Click the [Module] tab and select a record from the list view.
2. In the Record Details page, click the More icon and then click Customize Business Card.
   
3. In the pop-up window, select fields from the Available Field List and move them to the Selected Field List.
4. The number of fields you can add to a business card view varies for each module.
5. Please note that this customization applies to the whole organization, so any changes made will be reflected in all the users' Recruit accounts.