Add insights tab to the contact form
If you have your own contact form and have installed Customer Insights, you may face the challenge of the Insights tab being missing. This article provides a solution to add the Insights tab manually to the contact form. The article recommends following the approach described by Amey Holden, which involves customizing the form with XML or using the XRM toolbox. However, there is an additional step to ensure that real-time insights are displayed. The article explains how to add the relevant control descriptions and handlers to the XML to enable the correct display of real-time insights in the contact form. Overall, the process may be a bit complicated, but with the provided instructions, you can successfully integrate Insights into your custom contact form.
Article 15m
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