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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Contact card

The contact card displays the primary customer identification information for the account, consumer, or contact.

The contact card displays the following for each context:

Avatar: An optional image configured when the card was setup.
Interactions badge: A count of the recent interactions gathered from the Interaction history table.
Contact information: Includes personal information like Mobile phone, Phone, Email, Street, City, and State/Province.

Use the Edit icon to modify any information on the card and select Save to save and update the card.

Note: The Edit option is available only for users with the sn_customerservice_manager role.

You can configure variables such as tables, display fields, and query conditions. See Configure the contact card variables for details.