How to create similar to AccountCompactProfile
03:29 Jun 21, 2025
Have Contact say linked to Insurance Policy ID -- Policy details are separate table (could be multiple but say only one is active) so would like to show a ID card type where we show the Account details or below it
Policy Number
Policy Start Date
Policy End Date
Covered Members
Covered VIN Number
Contact has Policy table ID -- so how to show the details
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