In other tips that will be published, we will discuss the Advanced button for Card Field Management. This quick tip reminds Users that when modifying screens in Cards (Account / Contact / Item / Project / HRM / Opportunities), there are three screens for each card that must be managed. They include:
1. When the Card is in a New Mode
2. When the Card is in a Visible Mode
3. When the card is in an Edit Mode
If you wish to see the information similar in all screens or modes, you will probably need to modify the views through the “Customize” icon on the upper right hand portion of each card in each mode. You may find that you wish to view less fields when a card is in the “New” mode – so you make the decision and modify them as you like.