Contact card presentation

To change the appearance and presentation of the contact card, navigate to the board's Design section and use the tools in Contact / Alerts.

By default, Folloze dynamically presents the Inviter (whoever invited the prospect to the board) as the contact. This means the same board can present different contact cards to different prospects, depending on who invited them.

In some cases, you may want only one person on your team to be contacted. If so, simply change this drop-down menu to Enter by name, start typing the contact's name into the text field, then select them when they appear in the search results.

Note: To assign a contact to a board, the user must be a editor/subscriber to the applicable board.

To enable your changes, click Save at the bottom.

For more on whose information appears on the contact card, please refer to the Federated Model article.