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            Choose the Event or Milestone Details to Show on Hover

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            Choose the Event or Milestone Details to Show on Hover

            When you hover over an event or business milestone, an expanded lookup card displays the key fields from the event or milestone record. You can customize the associated compact layout and choose the fields that you want to show in the expanded lookup card.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, open Object Manager.
            2. Click Person Life Event or Business Milestone, and select Compact Layouts.
            3. Clone the System Default layout, or click New to create a compact layout.
            4. Enter a label for the compact layout, and add the fields to include.
            5. Sort the fields in the order that you want them displayed by clicking Up or Down.
              Tip
              Tip Put the object’s Name field first to provide users context when they hover over an event or milestone.
            6. Save the layout.
            7. Click Compact Layout Assignment, and then click Edit Assignment.
            8. From the Primary Compact Layout list, select your compact layout.
            9. Save your changes.
             
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