0:01

hello vipers

0:03

today we are going to look at custom

0:06

card layouts in the opportunity

0:09

card view and so what this does is this

0:13

allows you to edit the and customize

0:17

the data that is displayed for each

0:20

individual

0:21

card in this card view so

0:24

right now we just simply have the the

0:26

dollar amount

0:27

and the close date that are selected but

0:30

let's say we want to

0:31

it would be helpful to display different

0:33

information here

0:35

to get that fast top down view of the

0:38

entire pipeline

0:40

so you'll want to click on card layout

0:44

and then here you will see the the

0:47

fields that are currently displayed

0:49

which you could also drag and drop to

0:52

display in a different order but to add

0:55

additional information here we can go to

0:57

this add standard field

1:00

and we'll see the fields that have

1:02

already been selected

1:03

we can type in up here to quickly

1:06

search for a particular field or we can

1:09

scroll down

1:11

and let's say we want to add the latest

1:15

task which will be the latest task that

1:17

was completed

1:18

for a given uh or given opportunity

1:22

so we will hit okay

1:27

let it load and there we go we see

1:30

right now that there have not been any

1:32

tasks for most of these but for this

1:34

particular one

1:35

there was a task which was a call and it

1:37

took place on august 14th

1:40

now you might have noticed when i

1:42

selected that that it said

1:44

all task types so if you want to further

1:48

filter this to only specific types of

1:50

tasks that are

1:51

important from this from this view click

1:54

right there

1:55

and then there we go by default all

1:57

tasks

1:58

are selected but if you wanted to remove

2:01

some of these you can hit that little x

2:06

and it will start to remove them and of

2:08

course if you want to re-add them

2:10

just click in here and then you will be

2:12

able to select them

2:14

from here hit ok to save

2:18

okay again and those changes will be

2:21

updated