Overview
The Card Layout adapts ticket and stage views into a mobile-friendly format, making it easier for sales reps to quickly scan and interact with key information.
What’s New
- We’ve made it easier to view and manage your tickets when you’re on your phone or using a smaller browser window. Instead of long tables, tickets now appear as cards with the most important details front and center.
What You’ll See
- A clear title for each ticket (example: Account: Epic Energy).
- A status label that shows what’s needed (example: Need MSA).
- Supporting details, like location (example: San Juan County).
- The assigned user’s name, shown as a quick badge.
- Simple formatting for easy scanning (bold, italic, or divider lines where helpful).
Why This Matters
- Easier to read on the go – no more pinching and zooming.
- Quick scanning – you’ll instantly see ticket status and key info.
- Consistent look across all tickets.
Where to Find It
The card layout shows up automatically:
- In Tickets by Stage
- In Ticket View
when you’re on a phone or if you shrink your browser window.