Add the Contact Type column to the Service Center Contacts view
Use the Contact Type column in the Service Request Contacts table to distinguish between regular contacts and partner contacts directly from the Service Request details page.
When agents open the Contacts view from the Show Contacts Smart Action, they can add the
ContactTypeCd field to the table layout to also view contact types.
This helps agents quickly identify whether a row represents a
Contact or a Partner Contact, reducing
confusion when multiple contact types are associated with a service request.
Here's how you add it:
- In Visual Builder Studio, go to .
- Find the Contacts layout.
- Select the dynamic table named Service Request Details Contact Layout.
- Duplicate the layout, then in the duplicated layout, add the
ContactTypeCdfield as a new column. - Save your changes.
- Preview the page to confirm that the new column appears in the Contacts table.