{"id":547,"date":"2026-03-10T06:49:19","date_gmt":"2026-03-10T06:49:19","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&#038;p=547"},"modified":"2026-03-10T06:49:19","modified_gmt":"2026-03-10T06:49:19","password":"","slug":"customize-opportunity-cards-in-board-view","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/docs\/customize-opportunity-cards-in-board-view\/","title":{"rendered":"Customize Opportunity Cards in Board View"},"content":{"rendered":"<h2 id=\"Action-1---Customizing-the-Opportunity-Card\" class=\"ql-heading\" dir=\"ltr\" data-block-id=\"block-0cb409f4-122b-4fe0-b644-425440b455bd\" data-identifyelement=\"556\">Action 1 &#8211; Customizing the Opportunity Card<\/h2>\n<h4 id=\"1.-Accessing-the-Opportunity-Card-Customization:\" data-identifyelement=\"557\"><strong dir=\"ltr\" data-identifyelement=\"558\">1. Accessing the Opportunity Card Customization:<\/strong><\/h4>\n<p data-identifyelement=\"559\"><strong dir=\"ltr\" data-identifyelement=\"560\"><img decoding=\"async\" class=\"fr-fic fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155034966768\/original\/Pf_YMQ_LbnuimXO2sFfoPFvDe7Qjz1gL4Q.jpeg?1729252722\" data-id=\"155034966768\" data-attachment=\"[object Object]\" data-identifyelement=\"561\" data-index=\"0\" \/><\/strong><\/p>\n<ul data-identifyelement=\"563\">\n<li dir=\"ltr\" data-identifyelement=\"564\">Navigate to\u00a0<strong data-identifyelement=\"565\">Opportunities<\/strong>\u00a0section.<\/li>\n<li dir=\"ltr\" data-identifyelement=\"566\">Click the\u00a0<strong dir=\"ltr\" data-identifyelement=\"567\">Manage Fields option<\/strong>\u00a0(found in the top-right corner of the opportunity board).<\/li>\n<\/ul>\n<div class=\"ql-block\" dir=\"ltr\" data-block-id=\"block-29ed64d9-9605-4fc2-aba8-98ec3640902d\" data-identifyelement=\"570\"><\/div>\n<h4 id=\"2.-Selecting-Fields-to-Display:\" data-identifyelement=\"572\"><strong data-identifyelement=\"573\">2. Selecting Fields to Display:<\/strong><\/h4>\n<p data-identifyelement=\"574\"><strong dir=\"ltr\" data-identifyelement=\"575\"><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155034966760\/original\/whrAEzcNjJ804SsmgmasKwxxtLxL1bq5Gg.jpeg?1729252715\" data-id=\"155034966760\" data-attachment=\"[object Object]\" data-identifyelement=\"577\" data-index=\"1\" \/><\/strong><\/p>\n<p data-identifyelement=\"579\">You can choose up to\u00a0<strong dir=\"ltr\" data-identifyelement=\"580\">7 fields<\/strong>\u00a0to display on your Opportunity Cards. These fields include:<\/p>\n<ul data-identifyelement=\"581\">\n<li data-identifyelement=\"582\">\n<p data-identifyelement=\"583\"><strong dir=\"ltr\" data-identifyelement=\"584\">Opportunity Standard Fields:<\/strong><\/p>\n<ul data-identifyelement=\"585\">\n<li data-identifyelement=\"586\">Opportunity Name<\/li>\n<li data-identifyelement=\"587\">Opportunity Status<\/li>\n<li dir=\"ltr\" data-identifyelement=\"588\">Lost Reason<\/li>\n<li data-identifyelement=\"589\">Opportunity Value<\/li>\n<li dir=\"ltr\" data-identifyelement=\"590\">Opportunity Owner<\/li>\n<li data-identifyelement=\"591\">Opportunity Source<\/li>\n<\/ul>\n<\/li>\n<li data-identifyelement=\"592\">\n<p data-identifyelement=\"593\"><strong dir=\"ltr\" data-identifyelement=\"594\">Opportunity Custom Fields:<\/strong><\/p>\n<ul data-identifyelement=\"595\">\n<li dir=\"ltr\" data-identifyelement=\"596\">Any opportunity custom fields you\u2019ve created.<strong style=\"font-size: 16px; background-color: rgba(0, 0, 0, 0); font-family: 'Courier 10 Pitch', Courier, monospace;\">Note:<\/strong><span style=\"font-size: 16px; background-color: rgba(0, 0, 0, 0); font-family: 'Courier 10 Pitch', Courier, monospace;\"> The fields and folders you see when customizing Opportunity cards come from your <\/span><strong style=\"font-size: 16px; background-color: rgba(0, 0, 0, 0); font-family: 'Courier 10 Pitch', Courier, monospace;\" data-end=\"280\" data-start=\"263\">Custom Fields<\/strong><span style=\"font-size: 16px; background-color: rgba(0, 0, 0, 0); font-family: 'Courier 10 Pitch', Courier, monospace;\">. If folders like <\/span><strong style=\"font-size: 16px; background-color: rgba(0, 0, 0, 0); font-family: 'Courier 10 Pitch', Courier, monospace;\" data-end=\"314\" data-start=\"298\">General Info<\/strong><span style=\"font-size: 16px; background-color: rgba(0, 0, 0, 0); font-family: 'Courier 10 Pitch', Courier, monospace;\"> or <\/span><strong style=\"font-size: 16px; background-color: rgba(0, 0, 0, 0); font-family: 'Courier 10 Pitch', Courier, monospace;\" data-end=\"337\" data-start=\"318\">Additional Info<\/strong><span style=\"font-size: 16px; background-color: rgba(0, 0, 0, 0); font-family: 'Courier 10 Pitch', Courier, monospace;\"> are missing, it means they haven&#8217;t been set up yet.\u00a0<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li data-identifyelement=\"597\">\n<p data-identifyelement=\"598\"><strong dir=\"ltr\" data-identifyelement=\"599\">Primary Contact&#8217;s Information:<\/strong><\/p>\n<ul data-identifyelement=\"600\">\n<li data-identifyelement=\"601\">Contact Name<\/li>\n<li data-identifyelement=\"602\">Contact Phone Number<\/li>\n<li data-identifyelement=\"603\">Contact Email Address<\/li>\n<li dir=\"ltr\" data-identifyelement=\"604\">Contact Business Name<\/li>\n<li dir=\"ltr\" data-identifyelement=\"605\"><b dir=\"ltr\" data-identifyelement=\"606\" data-stringify-type=\"bold\"><strong data-identifyelement=\"607\">Next Task Due Date<\/strong><\/b><\/li>\n<li dir=\"ltr\" data-identifyelement=\"608\"><strong data-identifyelement=\"609\"><b dir=\"ltr\" data-identifyelement=\"610\" data-stringify-type=\"bold\">Days Till Next Task Due Date<\/b><\/strong><\/li>\n<li dir=\"ltr\" data-identifyelement=\"611\"><b dir=\"ltr\" data-identifyelement=\"612\" data-stringify-type=\"bold\"><strong dir=\"ltr\" data-identifyelement=\"613\">Days Till Next Appointment Date<\/strong><\/b><\/li>\n<li dir=\"ltr\" data-identifyelement=\"614\"><b dir=\"ltr\" data-identifyelement=\"615\" data-stringify-type=\"bold\">Engagement Score<br \/>\n<\/b><b dir=\"ltr\" style=\"background-color: rgba(0, 0, 0, 0); font-family: 'Courier 10 Pitch', Courier, monospace; font-size: 1em; font-style: inherit;\" data-identifyelement=\"615\" data-stringify-type=\"bold\">Engagement Score will be visible only for opportunities created or updated post 19th March 2025.<\/b><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li dir=\"ltr\" data-identifyelement=\"616\"><strong dir=\"ltr\" data-identifyelement=\"617\">Opportunity Activity:<\/strong>\n<ul data-identifyelement=\"618\">\n<li dir=\"ltr\" data-identifyelement=\"619\">Created On<\/li>\n<li dir=\"ltr\" data-identifyelement=\"620\">Updated On<\/li>\n<li dir=\"ltr\" data-identifyelement=\"621\">Last Stage Change Date<\/li>\n<li dir=\"ltr\" data-identifyelement=\"622\">Last Status Change Date<\/li>\n<li dir=\"ltr\" data-identifyelement=\"623\"><b dir=\"ltr\" data-identifyelement=\"624\" data-stringify-type=\"bold\">Days Since Last Stage Change Date<\/b><\/li>\n<li dir=\"ltr\" data-identifyelement=\"625\"><b dir=\"ltr\" data-identifyelement=\"626\" data-stringify-type=\"bold\">Days Since Last Status Change Date<\/b><\/li>\n<li dir=\"ltr\" data-identifyelement=\"627\"><b dir=\"ltr\" data-identifyelement=\"628\" data-stringify-type=\"bold\">Days Since Last Updated<\/b><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h4 id=\"3.-Customizing-Counters-at-the-Bottom-of-the-Card:\" data-identifyelement=\"632\"><strong data-identifyelement=\"633\">3. Customizing Counters at the Bottom of the Card:<\/strong><\/h4>\n<p data-identifyelement=\"634\"><strong data-identifyelement=\"635\"><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155034966743\/original\/6gZVsKjAPOYe2BvRxpozZRiiWdGaVlD2YQ.jpeg?1729252706\" data-id=\"155034966743\" data-attachment=\"[object Object]\" data-identifyelement=\"637\" data-index=\"2\" \/><br data-identifyelement=\"638\" \/><\/strong><\/p>\n<p dir=\"ltr\" data-identifyelement=\"639\"><strong data-identifyelement=\"640\">You can also customize the counters and icons at the bottom of the Opportunity Card by moving to the &#8220;Quick Actions&#8221; tab. The available options include:<\/strong><\/p>\n<ul data-identifyelement=\"641\">\n<li data-identifyelement=\"642\"><strong data-identifyelement=\"643\">Conversations Icon (with unread messages count)<\/strong><\/li>\n<li data-identifyelement=\"644\"><strong data-identifyelement=\"645\">Task Icon (with task count)<\/strong><\/li>\n<li data-identifyelement=\"646\"><strong data-identifyelement=\"647\">Note Icon (with note count)<\/strong><\/li>\n<li dir=\"ltr\" data-identifyelement=\"648\"><strong data-identifyelement=\"649\">Tags Icon (with tag count)<\/strong><\/li>\n<li data-identifyelement=\"650\"><strong data-identifyelement=\"651\">Call Icon<\/strong><\/li>\n<li dir=\"ltr\" data-identifyelement=\"652\"><strong data-identifyelement=\"653\">Appointment Icon (with next appointment date)<\/strong><\/li>\n<\/ul>\n<pre class=\"fd-callout fd-callout--note\" dir=\"ltr\" data-identifyelement=\"657\"><strong data-identifyelement=\"658\">When you export opportunities from the customized view, the export will include all fields of the opportunity, not just the ones visible on the card <\/strong><\/pre>\n<h2 id=\"Feature-2---Customizing-for-Multiple-Pipelines\" class=\"ql-heading\" dir=\"ltr\" data-block-id=\"block-6ee78072-7027-4dfa-8218-fcc725d845d5\" data-identifyelement=\"662\"><strong data-identifyelement=\"663\">Feature 2 &#8211; Customizing for Multiple Pipelines<\/strong><\/h2>\n<p data-identifyelement=\"664\"><strong data-identifyelement=\"665\"><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155034966728\/original\/Nk84MSDUQqHusKTwnH7Od5stwyK8Hq6YEA.png?1729252697\" data-attachment=\"[object Object]\" data-id=\"155034966728\" data-identifyelement=\"666\" data-index=\"3\" \/><\/strong><\/p>\n<ul data-identifyelement=\"667\">\n<li dir=\"ltr\" data-identifyelement=\"668\"><strong data-identifyelement=\"669\">Customizations are applied per pipeline by default. However, if there are multiple pipelines in your location, you have an additional option to apply the changes to all pipelines.<\/strong><\/li>\n<li dir=\"ltr\" data-identifyelement=\"670\"><strong data-identifyelement=\"671\">Customizations are user-specific, meaning the changes will only apply to the user making the modifications, allowing personalized views.<br \/>\n<\/strong><strong style=\"background-color: rgba(0, 0, 0, 0); font-family: 'Courier 10 Pitch', Courier, monospace; font-size: 1em;\" data-identifyelement=\"673\">Customizations you make are sticky to the current view, meaning they will persist until you choose to modify them again. However, the customizations only persist for the user on their current local storage and will not be reflected if you launch the same in a different browser or for a different user.<\/strong><\/li>\n<\/ul>\n<div class=\"ql-block\" dir=\"ltr\" data-block-id=\"block-a8d0d245-0aa0-4c4f-9273-e4de3314af61\" data-identifyelement=\"677\"><strong data-identifyelement=\"678\">\u00a0<\/strong><\/div>\n<h2 id=\"Feature-3---Layout-Options\" class=\"ql-heading\" dir=\"ltr\" data-block-id=\"block-6ee78072-7027-4dfa-8218-fcc725d845d5\" data-identifyelement=\"680\"><strong data-identifyelement=\"681\">Feature 3 &#8211; Layout Options<\/strong><\/h2>\n<ul data-identifyelement=\"682\">\n<li data-identifyelement=\"683\"><strong data-identifyelement=\"684\">Default View:<br data-identifyelement=\"685\" \/><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155034967173\/original\/XfykkqHnBzgIyvlUzaX_syB5eC1gWTEH5w.png?1729253051\" data-attachment=\"[object Object]\" data-id=\"155034967173\" data-identifyelement=\"686\" data-index=\"4\" \/>Displays the selected fields with both field labels<span data-identifyelement=\"687\">\u00a0and\u00a0<\/span>values<span data-identifyelement=\"688\">.<\/span><\/strong><\/li>\n<li data-identifyelement=\"689\"><strong data-identifyelement=\"690\">Compact View:<br data-identifyelement=\"691\" \/><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155034967351\/original\/ePg8it-v-id4yZhBJvbIsyMY7dqPxqPbsQ.jpeg?1729253160\" data-id=\"155034967351\" data-attachment=\"[object Object]\" data-identifyelement=\"693\" data-index=\"5\" \/><\/strong>\n<ul data-identifyelement=\"694\">\n<li dir=\"ltr\" data-identifyelement=\"695\"><strong data-identifyelement=\"696\">Displays only the values of the selected fields.<\/strong><\/li>\n<li dir=\"ltr\" data-identifyelement=\"697\"><strong data-identifyelement=\"698\">Hovering over a field reveals the label and additional details.<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p data-identifyelement=\"699\"><strong data-identifyelement=\"700\">Unlabeled View:<br data-identifyelement=\"701\" \/><\/strong><\/p>\n<p data-identifyelement=\"702\"><strong data-identifyelement=\"703\"><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155040236440\/original\/gyQs4ZFRffh_ujnTh-wq4-ZgYnlctenZfg.jpeg?1737530204\" data-id=\"155040236440\" data-attachment=\"[object Object]\" data-identifyelement=\"704\" data-index=\"6\" \/><\/strong><\/p>\n<ul data-identifyelement=\"705\">\n<li dir=\"ltr\" data-identifyelement=\"706\"><strong data-identifyelement=\"707\">Each line of the card is dedicated to one field<\/strong><\/li>\n<li data-identifyelement=\"708\">\n<p dir=\"ltr\" data-identifyelement=\"710\">Displays only the values of the selected fields.<\/p>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Action 1 &#8211; Customizing the Opportunity Card 1. Accessing the Opportunity Card Customization: Navigate to\u00a0Opportunities\u00a0section. Click the\u00a0Manage Fields option\u00a0(found in [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[16],"doc_tag":[],"class_list":["post-547","docs","type-docs","status-publish","hentry","doc_category-pipelines-opportunities"],"year_month":"2026-09","word_count":430,"total_views":"43","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Pipelines &amp; Opportunities","term_url":"https:\/\/onesystemcrm.com\/help\/docs-category\/pipelines-opportunities\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/547","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=547"}],"version-history":[{"count":1,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/547\/revisions"}],"predecessor-version":[{"id":548,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/547\/revisions\/548"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=547"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=547"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=547"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}