Neodeluxe Contact Cards

Contact Cards pull client or contact information from Filevine and organize it for easier access and management. This article walks admins through how to access Contact Cards and explore the key features of the interface to help you manage your data effectively.

The Contact Card tool allows admin to:

• Identify which cards are active or inactive
• Update, activate, or deactivate cards
• Use the Contact Card Builder to create and customize contact formats

Admins can customize, save, preview, or cancel contact formats as needed.

Each Contact Card is made up of sections. Admin can add as many sections as needed and customize them based on the options available for that card. Sections can be reordered, shown or hidden, or deleted entirely.

Each section is composed of fields. Fields can be customized in detail to meet your specific needs, and they support a wide range of types and functions.
Fields offer both general customizations and special conditions for advanced setups.

How to Access Contact Cards

Getting to the Neodeluxe Contact Cards tool is straightforward. Check the steps: 

1. Log in to the Neodeluxe Portal and click the Admin menu. 

2. Click on Neodeluxe Portal and click Contact Cards. 

Contact Cards Interface

The Contact Cards interface provides powerful tools to manage, customize, and create. Here are the key features:

Available Actions in the Contact Cards Dashboard

The Contact Cards dashboard offers several actions to help admins manage, customize, and organize their contact information efficiently.

• Show Inactive Contact Cards checkbox

To find inactive Contact Cards in your database, use the Show Inactive Contact Cards checkbox. Follow these steps:

1. Select the Show Inactive Contact Cards checkbox.
The checkbox will turn blue, and all inactive contact cards will be shown in red in the contact card table.

• + Create Contact Card

This button takes admins to the contact card builder, where admins can design a new contact card. To begin creating new contact cards:

1. Click on the + Create Contact Card button.

The Contact Cards Builder will appear automatically.

Learn more about creating a contact card here.

• Update a Contact Card

To update any sections or fields of a contact card, admins must use the contact card builder. To do it, follow these steps:

1. Click on any contact card name.
This automatically opens the contact card builder.
2. Edit the information in the sections and fields as needed.
3. (Optional) Check the changes in the preview mode.
4. Click Save to preserve the changes.

Click here to learn more about the contact card builder.

• Activate or Deactivate Contact Cards

Admins can activate or deactivate a contact card's status as needed. Once deactivated, contact cards will not show up in forms and are unavailable for admin use. 

Manage the status of the contact cards. Here's how:

1. Click on any contact card name.
This automatically opens the contact card builder.
2. Check the Is Active field in the Contact Card Settings menu.

• If it is Yes, it means that the Contact Card is active.
• If it is No, it means that the Contact Card is deactivated.

3. Select the needed status of the contact card and click Apply.
4. Click Save.

Use the Contact Card Dashboard’s toolbar and table to filter, manage columns, or export data.