General - Cardview Option


The Cardview option is available on the search pages for Quotes/Orders, Items, Customers, and Contacts.


To toggle to the cardview option on the search page, select the card icon on the top right-hand side of the screen.

The Cardview option will reformat the page:

The Card View can be sorted by selecting the sort icon to the left of the card icon. 

A drop-down will open with the following sort options:


Card View

Customers

Contacts

Quotes/Orders

Items

Sort Options









Card views appear as follows:

Note: Box on left-hand side for making selection only visible when hovering mouse over the entry or if 

the entry has been selected.

Type
Card View

Quotes/Orders




Items


Customers


Contacts




To toggle from the Cardview option back toTable View, select the Toggle to Table View icon from the top-right corner of page: