Templates

How it works

1
Each item contributes a title, a short line and an image if it has one.
2
Tiles reflow to the width available.
3
Selecting one opens the full record.

Best for

Things chosen by eye — products, venues, people.

Not the right choice for

Long lists someone needs to scan quickly.

Questions

What data does the Templates page use?

It reads template records the agent has collected. Reusable starting points. Nothing has to be imported first — the page appears once there is something to show.

Do I have to build or configure it?

No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.

When is a cards the wrong choice?

Long lists someone needs to scan quickly. It is best for: things chosen by eye — products, venues, people.

Does it stay up to date?

Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.