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Add industry field in the contact profile

lisa_w
Participant
0 Likes
306

Hello all togehter,

I would like to make the industry of the contact visible in the contact profile. I haven't found a setting with the "Adapt UI" function. So far I haven't found a setting that makes this possible, too.

Has anyone added the industry to the contact?

Thank you for help!

Lisa

Accepted Solutions (1)

Accepted Solutions (1)

mayaboleto
Product and Topic Expert
Product and Topic Expert
0 Likes

Hi Lisa,

field Industry of Contact is not available for being added using Adaptation Mode.

Please look at my following suggestions:

  • In case contact has been assigned to an Account, field industry for the account is automatically shown in the contact factsheet (this option is valid only if your are using contact assigned to account)
  • In order to see field industry for contact the app "Inspect Contact" can be used. Open Contact factsheet and go to tab "Origin data" and click on "Open Inspect contact" option (please refer to attached image)

  • Moreover it is possible to go back from inspect contact to contact factsheet again (please refer to attached image)

In the inspect contact app more detailed information are available.

However here below some more details about "adapt ui" functionality in order to add standard available fields to contact factsheet:

  • Access to contact factsheet -> tab personal data
  • Open the Me panel by clicking the user icon on the top-left of the page
  • Select option adapt ui (please refer to attached image)

  • In the tab personal data you need to add standard available fields (please refer to attached image)

Hoping this helps you,

Best,

Maya

lisa_w
Participant
0 Likes

Thank you Maya.

That was very helpful.

Answers (0)