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Custom Tiles

This page allows you to create a new tile or modify existing tiles.

How to access:

  1. Access the admin backend by clicking on the gear on the top right and then click Admin.
  2. In the left hand column, select Settings (DT).
  3. Click the tab titled Custom Tiles.

Choose the post type

Choose which section you want do edit. Selecting Contacts will show you the tiles and fields for the Contacts pages.

Create or update tiles for Contacts

Modify an existing tile

Choose an tile from the list. If you select the “Status” tile you will see:

Tile Settings

Here you can:

  • Change the name of the tile under the label column. Remember to click save.
  • Click Hide tile on page if you do not want the tile to appear in the frontend.
  • Add a custom translation for the tile name for any language. Remember to click save.
  • Add a tile description that will show up when the user clicks the tile help icon.

Create a new tile

  1. Click the Add new tile button.
  2. Give the tile a name in the empty field next to New Tile Name
  3. Click Create tile
  4. You will then see the section to modify the tile details

To add new fields to the tile head over to the fields tab.

Sort Tiles and Fields for Contacts

Here you change the order in which tiles appear on the record. On a contact, do you want the Faith tile or the Follow up tile to show up first?
You can also change the order that fields show up in each tile.
Don’t forget to hit the Sort Tiles and Fields for Contacts button

Here is an example:

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Last Modified: May 27, 2021