Contact Card Lightning Component Overview

The Contact Card Lightning component is available for the Resource Request and Contact Lightning record pages.

Contact cards can also appear in a panel as a part of other features, for example in Gantt on a project record, on the Project Team Schedule, and on the Project Task Board. In these circumstances, the contact card is not a standalone Lightning component so additional details are documented with the relevant feature. For more information on this panel, see Viewing Record Details.

The contact card enables you to view details about a selected resource. The header section displays an image for the resource, their resource name, and role. The sections that you can expand or collapse are described below. For information about the default fields in these sections, see Contact Card Lightning Component Fields.

Note:

To view a resource’s details on the contact card from the Contact Lightning record page, an administrator must have assigned you the PSA - View Resource permission set.

For more information about the custom Lightning components available, including adding them to your Lightning record page and customizing them, see PSA Lightning Components.