Worked Examples of Card Views

Initially when switching to View as Cards, you’ll see the most basic version. This can be configured and personalised on all different types of Landing Pages and Record Types by following the guide on the Landing Page Card View Knowledge Base page. 

People Records

Here’s an example showing fields that can be added to a Person record Card View on the Multi-Card option.

Here shows standard information on a Person record such as Job Title, Employer, Contact Details and Address. The icon can show:

• a photo of the User to whom the record is assigned is the initials of the Person and cannot be changed within this view;
• a photo of the User who created the record;
• the icon of the Employer’s Organisation record;
• the standard Person record icon;
• the Person’s photo;
• a photo of the User who last updated the record.

If photos aren’t available the initials of the User/Person/Employer will show instead.

Organisation Records

This example suggests some fields that can be added to a Organisation record Card View using the Single Card option.

This is a more detailed view using two columns. One to show the Org’s Website, Industry and Social Media links, the other to show their Web Insights data. The icon has been changed to show the type of record. 

Opportunity Records

This example shows fields that can be added to an Opportunity record Card View using the Single Card with Image option.

This is an even more detailed view of Opportunities, again using two columns. One to show the Prospective Customer, Primary Contact and all information about the Stages and Probability of the Opportunity. The other, giving more details on the notes of the Organisation and the sales process used to win the Opportunity. The picture can be changed to show things such as the Prospective Customer logo or Primary Contact picture. In this example the Assigned To user has been chosen. A date can also be chosen underneath the picture, this is showing the Close Date of the Opportunity, hovering over this will show which date is being displayed.