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Card

Design card pages when you want to support users managing master and reference data, such as Customer, Vendor, and Item entities. The name card refers to how this kind of business data was kept on paper cards in filing cabinets (indexed to allow retrieval) before it is computerized.

Card page guidelines

From the user’s perspective, the following are qualities of a well-designed card page:

  • Is used only for data that represent master or reference data

  • Has a page title that clearly identifies the entity/entry represented in the page.

  • Is optimized for overview by organizing data in FastTabs and marking relevant fields as Promoted or Additional.

  • Favors header fields and other important fields by positioning them in a General FastTab that come first on the page.

  • Includes one or two FactBoxes to give necessary statistics and quick access to related documents.

Card page example

Task page showing a customer card

See Also

Concepts

Document
Details
Statistics
Setup