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 Card View

1. Navigate to any entity list (e.g., Contacts, Companies)
2. In the view-mode toolbar, click the Cards icon (a 2x2 grid)

Records appear as cards in a responsive grid that adjusts to your screen size. On mobile devices, the list automatically defaults to Card view because narrow screens can’t show table columns comfortably.

What Each Card Shows

The card layout is driven by the entity’s card configuration in the schema (set up by an admin via Settings > Schema). When set, the card shows:

• Title — The record’s primary identifier (e.g. contact name, company name)
• Subtitle / fields — A configurable list of additional fields
• Badge — Optional status badge
• Avatar / colour accent — Optional, if a field is mapped for it

When no card configuration is set, HARi falls back to showing the entity’s “show in list” fields.

Customising Card Content

Card content is set per entity, not per user. To change what cards show:

1. Open Settings > Schema
2. Pick the entity
3. Open the Forms tab and edit the entity’s card layout (fields, subtitle, badge, avatar)
4. Save — everyone now sees the new layout

Interacting with Cards

• Click a card — Opens the record for editing
• Page through results — Cards respect the page size from your profile preferences
• Filter — Use the filter bar to narrow which cards appear
• Sort — Cards respect the entity’s default sort

When to Use Card 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 Table view is usually more efficient.

Saving a Card View

1. Set your filters and switch to Card mode
2. Open the views menu and click Save current view
3. Name it (e.g. “Key accounts”)

Next Steps

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