Contact Card: Fields

Fields are the essential building blocks of the sections that make up a contact card. They hold the key information and can be fully customized to suit the contact cards’ needs. Admins decide what information should appear and in what order, giving them complete control over how each contact card is structured.

All available fields come from the data found in Filevine tabs. However, the fields shown are specific to each contact card section, meaning admins will only see the fields that are relevant to the selected section.

Types of Fields You Can Use

Admins can choose between two main types of fields:

• Input Fields: These are interactive fields where users can enter or edit information.
• Description Fields: These display information in a read-only format for reference or context.

Customizing Fields with the Add Field Tool

The Add Field tool allows admins to fully tailor the fields within their contact card. With it, admins can:

• Browse existing fields
• Add new ones
• Choose between input or description field types
• Organize them based on the workflow

Contact Card: Add Field Dashboard

The Add Field dashboard offers a set of powerful tools to create, update, and customize your fields. It becomes available after you add a section and click the Add Field button.

Add New Fields To a Section

Each section includes an Add Field button that lets admins add up to 400 fields. Click the button to add a new field, each one can be customized to suit contact card needs.

Contact Card Sections’ Input Field

These interactive fields let users enter or edit information. To add an input field to a section, follow these steps:

1. Click the Add Field button. 
2. Click Field Content Type and select Input Field.
3. Select the Contact Card Field, and the Field Type if it is needed.
4. Click Apply. 

The field will appear in the contact card section.

Creating a Contact Card Sections’ Description Field 

Use description fields to show information that users can view but not edit—ideal for context or reference. Here’s how to add one to a section:

1. Click the Add Field button. 
2. Click on the Field Content Type and select Description Field.
3. Click Apply. 

The field will appear in the contact card section.