How to Change the Business Card View in a Module

In a module, such as Deals/Opportunities, there are related fields at the top of a record. These can be adjusted to view different fields as required. To do that:

1. Open any record in the module that changes are required
2. Click on the three dots ( . . . ) in the far right of the screen, just below your account icon (or photo if you have uploaded it)
3. The 4th item from the bottom is ‘Customize Business Card’
4. Select and delete until you have the desired fields, then Save. You can have up to 5 fields on your business card

Note that when you hover over the contact/owner details, you will see a pop-up with further information.

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