Customize the track regarding card

Customize the track regarding card

The admin can change what's displayed in the card that appears when you track the regarding email. For example, you might want to replace Mobile Phone with Company Name in the Contact card.

Initial contact card

To change the fields that appear, follow these steps:

  1. In your app, go to Settings > Customizations > Customize the System.

  2. Expand Entities and choose an entity such as Contact.

  3. Expand the entity and select Forms, then select the App for Outlook Contact Card form.

    Contact entity form

  4. Drag Company Name above Business Phone.

    Drag field in form

    After dragging field

    Note

    The first three fields appear in the track regarding card.

  5. Select Save, Publish, and then close the form editor.

  6. On the solution page, Publish All Customizations.

  7. Close the solutions page.

After completing the above, right-click in the track regarding card, and then choose Reload. It will take a few minutes for the synchronization to complete and the change to appear.

After customizing card
The company name now appears after the contact name in the Contact card.