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Customer experience | Sales, Customer Insights,...
Answered

How to Change Contact Information Details

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Posted on by 10

Hi Dynamics Marketing team,

I am trying to edit contact information from added fields/columns, for instance, when clicking on contacts, I added a column to the view to see more info ingested, such as "Description," but when I click on a particular contact, how do I access that "Description" field from the Contact detail information?

Does this make sense? 

I am trying to edit the information of the "Description" field/column.

Any help will be appreciated.

Thank you

Ed V.

  • Ed V Profile Picture
    Ed V 10 on at
    RE: How to Change Contact Information Details

    Excellent!

    Thank you so much, Jimmy.

  • Verified answer
    Jimmy Passeti | MVP Profile Picture
    Jimmy Passeti | MVP 276 Super User 2025 Season 1 on at
    RE: How to Change Contact Information Details

    No, the field will not always be on the details tab.

    In this case, the description field is natively on this details tab, when the field is not in the form, it will be necessary to change the form and include it.

  • Ed V Profile Picture
    Ed V 10 on at
    RE: How to Change Contact Information Details

    Ah, got it.

    Thank you so much for your response.

    If I add any other columns in the Contacts view, would these fields appear in the details area?

  • Suggested answer
    Jimmy Passeti | MVP Profile Picture
    Jimmy Passeti | MVP 276 Super User 2025 Season 1 on at
    RE: How to Change Contact Information Details

    Hello Ed V,

    If you are using the native contact form, you can find the Description field in the "Personal Notes" tab.

    pastedimage1651083072556v1.png

    pastedimage1651083092019v2.png

    If you are not using the native form, you need to add the field on the form.

    Regards,
    Jimmy Passeti

     Please mark as Verified if this answered your question!

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