Intelligence
Relationship Intelligence Relationship Engagement Index Superbrain AI Archetype Bayesian Deal Probability AI Moat Score GTM Command Centre Revenue Miner Say/Do Ratio
Visualise
Relationship Groups Relationship Planner Opportunity Orbit Client Cockpit Bucket Game Perfect Timing
Act
Personalised Communication Effortless Action Automations Network Scanner Deal Rooms Angles Tab
Methodology & AI
AI Coaching Sales Methodologies Sales Canvases Fear Matrix Meeting Intelligence Manifesto Generator AI Partner Assist
More
Product Tour Integrations
Solo Consultants Fractional Executives Boutique Consultancies Agencies
Services Blog Changelog About Sign in Talk To The Founder
Home / Wiki / Contacts & Data Quality

Customize what shows on a Kanban card

Updated May 2026

You'll learn how to: Choose which fields are visible on each Kanban card so the board shows exactly the info you scan for.

Time: 1 minute.

Prereqs: You're on the Kanban view of Contacts or Companies. (The Kanban toggle is on the toolbar's right side.)

Steps

  1. Open Contacts (or Companies).
  2. Switch to Kanban view via the view toggle on the toolbar.
  3. On the toolbar, find the Card settings icon (looks like a card / layout icon, sits near the View Options popover).
  4. Click it.
  5. A panel opens with toggles for every available field:
    • Title (e.g. job title).
    • Company (for contacts).
    • Email.
    • Phone.
    • Tags.
    • ICP score.
    • Last contacted.
    • Rhythm membership.
    • Custom fields (per workspace).
  6. Tick the fields you want visible. Untick the ones you don't.
  7. (Optional) Drag-reorder if the panel supports it.
  8. Close the panel. Cards refresh immediately.

Settings are per-entity per-user

  • Contact cards and Company cards have separate settings. Configure each independently.
  • Settings are per-user. Your teammate doesn't see your changes; they have their own card settings.
  • Settings persist across sessions until you change them.

Reset to defaults

If the cards look wrong:

  1. Open the Card settings panel.
  2. Click Reset to defaults.

Defaults vary by workspace plan and entity type but are sensible starting points.

Trade-off: density vs context

  • Minimal cards (just name + title + company): more cards fit on screen, easier to scan a long stage.
  • Dense cards (name + title + tags + ICP + last contacted): fewer cards fit, but each one has the context you need without clicking through.

Pick based on how you use the board. Density matters when you're triaging dozens of cards; context matters when you have a smaller pipeline and want to make decisions at-a-glance.

What this doesn't change

  • The List view's columns are configured separately under View Options > Fields.
  • The contact profile detail view always shows everything; this only affects the Kanban card.
  • The Orbit view (for deals) has its own visualisation rules.

If something goes wrong

  • Symptom: "Card settings icon isn't on the toolbar." → Fix: You're not on Kanban view. Switch via the view toggle. The icon only appears in Kanban.
  • Symptom: "I ticked a custom field but it's not on the card." → Fix: Make sure the field has a value on at least the visible cards. Some card layouts hide fields when they're empty across all visible cards.
  • Symptom: "Cards look totally different from my teammate's." → Fix: Settings are per-user. If you want a consistent team view, ask everyone to apply the same configuration. There's no shared "team card layout" today.
  • Symptom: "Resetting to defaults didn't change anything." → Fix: You may already be on defaults. Toggle individual fields to verify the panel is working.

Related: Manage your contacts and companies | Save a custom view.