How to Use Cards View

How to Use Cards View

The Cards view displays records as individual cards in a grid layout, giving you a more visual way to browse your data compared to the standard table view. It is especially useful for contacts, companies, and any entity where a quick visual summary is more helpful than a dense spreadsheet.

Switching to Cards View

1. Navigate to any entity list (e.g., Contacts, Companies)
2. Click the View switcher in the toolbar
3. Select Cards

Records appear as cards in a responsive grid that adjusts to your screen size.

What Each Card Shows

Each card displays:

• Display field — The record’s primary identifier (e.g., contact name, company name)
• Key fields — Two to four additional fields shown below the title (e.g., email, phone, company, status)
• Avatar or icon — If the entity supports it, a photo or icon appears on the card

Customizing Card Content

1. Click the Settings icon in the Cards view toolbar
2. Select which fields to display on each card
3. Choose a field for the card subtitle if desired
4. Click Apply

Keep cards concise. Three to four fields per card strikes the right balance between information and readability.

Interacting with Cards

• Click a card — Opens the record for editing
• Scroll — Cards load progressively as you scroll down (virtual scrolling)
• Filter — Use the toolbar filters to narrow which cards appear
• Sort — Cards respect the same sort options as list view

When to Use Cards View

Cards view works best when:

• You want to quickly scan contacts or companies visually
• You prefer a less data-dense layout than a table
• You are on a tablet or smaller screen where table columns feel cramped

For data-heavy analysis or bulk operations, the standard List view is usually more efficient.

Saving a Cards View

1. Set your filters and card display preferences
2. Click Save View
3. Name it (e.g., “Key accounts - Cards”)
4. Optionally share it with your team

Next Steps

• Use Kanban Board View
• Create a Saved View
• Use Quick Search to Find Records