How to Change Contact Information Details

(0) Share

Report

Posted on by Ed V

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.

I have the same question (0)

All responses (4)

Answers (1)

Suggested answer

Jimmy Passeti 665 Most Valuable Professional on at

Like (1)

Report

Hello Ed V,

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

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!

Was this reply helpful? Yes No
Ed V 10 on at

Like (0)

Report

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?

Was this reply helpful? Yes No
Verified answer

Jimmy Passeti 665 Most Valuable Professional on at

Like (1)

Report

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.

Was this reply helpful? Yes No
Ed V 10 on at

Like (1)

Report

Excellent!

Thank you so much, Jimmy.

Was this reply helpful? Yes No