Quicklook Cards are a great way to give your team an at-a-glance view of related information—without jumping between screens.
You can easily assign them in related sections across different entities.
Where Can You Set Quicklook Cards?
Here’s how Quicklook Cards are used across various entities:
Deal Entity → Related Contact or Company
Contact Entity → Related Deal, Contact, or Company
Company Entity → Related Deal or Contact
You can customize what information appears in each of these cards based on what your team needs to see most.
How to Set a Quicklook Card
Let’s walk through how to assign a Quicklook Card in just a few easy steps:
1. Go to Quicklook Card Layout
Navigate to: Settings → Customization → Modules → [Select Entity] → Layout
On the right-hand side, you’ll see a list of layouts. Pick the layout you want to edit.
2. Select the "Detail Page" Tab
Click the Detail Page tab at the top. This is where you manage what users see when viewing a record.
3. Find the “Related” Section
Scroll down the layout until you find the Related section—this is where related entity cards will be shown.
4. Click the Magic Wand Icon
To the right of each related section, you’ll see a little Magic Wand icon. Click it to open the Quicklook Card settings.
5. Choose Your Quicklook Card
In the popup, pick the Quicklook Card you want from the dropdown.
Note: If you don’t choose one, Smackdab will assign the default card automatically.
6. Save Layout
Click Save Layout to lock in your changes. That’s it!
Quick Notes:
Quicklook Cards are managed per entity—you can tailor them differently for Deals, Contacts, and Companies.
Smackdab provides a default Quicklook Card for each entity.
You can edit the default, but it cannot be deleted.
Now you're all set to display just the right info, right where your team needs it most.
👉 Want tips on designing an effective card layout?
Check out our Quicklook Card Best Practices article next!