We're excited to announce the release of the Table Card! Whenever you open a company from a table, this automatically generated card represents those exact table columns in their exact order on the company profile. All of your existing data and card configuration sits to the right of this card. This card works for your Companies tab as well as any report.
We have found it to be useful for:
- Speeding up your company editing workflow by picking the fields you want to edit ahead of time and scrolling through company profiles
- Reviewing companies in a shared report so you can see the exact fields as the author intended right next to all of the fields you already have
In this video we show you:
- How the table card automatically appears on any company you open
- How everything on the card is searchable just like your other fields
- How any editable fields on the card can be changed and how those changes are instantly represented on your actual cards