Table of Contents
- Overview
- Create a Custom Field Card
- Add Custom Field Cards to Your Layout
- Edit Custom Fields in Your Cards
Overview
Default cards (Technologies, Job Postings, Funding Rounds, and Score Breakdown) are available in all account and contact profile layouts. Custom Field Cards allow you to display information on a profile page for custom fields that you've configured in Apollo.
For additional information about creating custom fields, please see the "Create Custom Contact Fields," "Create Custom Account Fields," and "Create Custom User Fields" articles.
Refer to the section below for information about how to create and display a custom field card on an account or contact profile.
Create a Custom Field Card
Launch Apollo, hover your mouse over Search on the navbar, and then click People or Companies.
Click on the name of the contact or account that you want to create a Custom Field Card for.
Click the Edit drop-down in the cards section.
Click Edit Layout to show the "Cards" menu.
Click Custom Fields Cards.
Next, click Create Custom Field Card.
In the modal, enter a Card Name and Card Description.
Expand the accordions to show the Available Fields options. Select the "Contact" and "Account" fields that you want for your card.
Please note, if you don't see the field that you want, create a new custom field.
Click Save.
Apollo automatically adds the new card to the layout for the respective contact or account. Fill in any relevant details for the card. If you need to remove the card, click the trash can icon.
Hover your mouse over the Custom Field Card to see the options for Add to Board, Edit Card, or Delete Card.
Add Custom Field Cards to Your Layout
To add existing field cards to your layout, navigate to a contact or account profile and click the Edit drop-down in the "Overview" section.
Click Edit Layout to show the "Cards" menu.
Click Custom Fields Cards.
Hover your mouse over an existing Custom Field Card and click + Add to Board.
Edit Custom Fields in Your Cards
From the contact or account profile page, click the Edit drop-down in the "Overview" section.
Click Edit Layout to show the "Cards" menu.
Click Custom Fields Cards.
Hover your mouse over an existing Custom Field Card and click Edit Card.
Expand the accordions to show the Available Fields options. Select the "Contact" and "Account" fields that you want for the card.
After editing the fields, click Save.
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