How to customize the properties shown in the Contact or Deal Details Popout?

Customizing the properties, variables, and merge fields that are shown inside the contact cards

Adjusting the properties (also referred to as variables or merge fields) that are displayed in the Contact Properties section (highlighted blue) inside your Contact Details Popout can be accomplished by completing the following steps:

  1. Open up any contact card and select the Settings icon (gear icon) in the bottom left area inside the blue highlighted Contact Properties section.

  2. User the Search Bar and Checkboxes to determine the properties you'd like shown inside the blue highlighted area.

  3. Drag and drop the order of the properties you have selected to rearrange how they appear inside the blue highlighted Contact Properties section.

Customize Properties in Uptics Contact Card

If there is a property that you'd like to show in the blue highlighted area without having to expand and 'show more', drag that property into one of the top 4 positions during Step #3 above.

If you have imported or edited properties that are not showing by default, this information is still saved and present inside the database, and you simply need to follow the above steps to have these displayed inside the Contact Details Popout.

Setting this once will apply it to any contact card you have open under that specific collection (People, Companies, or Deals).

The steps shown here are the same whether you are on the People or Company tab on the Contacts Module. Furthermore, the same steps can be used when present on the Deals Module.

Steps to add new properties and re-arrange them in Contact Card

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