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