Card Views

2. Benefits

Card View allows users to:

• Browse and recognise records visually.

• Spot patterns across a full list at a glance, such as overdue jobs or low-stock items.

• Keep using the existing search bar, sorting, filters, and report widgets alongside the new view.

3. Creating a Card View

Watch the guided demo below to create and apply a Card View.

You can also follow the same steps using the written guide below.

1. Open the record list you want to add a Card View to (for example, Customer).

2. Click Views in the top right of the record list.

3. In Manage Record Views, click New View, then select Card View as the view type.

4. Enter a name in Record View Name. Check Hide Search Field if you don't want the search bar to show on this view.

5. Under Card Data, select the Title field and a Card Design layout. Both are required.

6. Optionally map any of Pre-Title, Body Text, Primary Image, Secondary Image, Tags, or Color. The preview panel updates as you map each field.

7. Optionally set Default Sorting by choosing a field and a sort direction.

8. Optionally add fields to Quick Filters.

9. Optionally add report widgets from Advanced Settings.

10. Click Save.

4. Configuration