Show Donor Information in a Summary Card in Nonprofit

1. From Setup, in the Quick Find box, enter Lightning, and then select Lightning App Builder.
2. On the page where you want to place the Summary Card, click Edit .
3. From the Components list, drag the Summary Card component to where you want it to appear on the page.
4. If needed, in the component, enter a name for this summary to replace the record name.
5. Click Select and move the fields that you want to include in the Summary Card to the Selected list.

   Recommended fields include First Name, Last Name, Billing Address, and Billing City.

6. (Optional) To add a filter to determine when the summary is visible, under Set Component Visibility, click Add Filter.
7. Save your work.
8. Activate the page when it's ready.

   You can also activate the page anytime by editing it.

   To make the page visible to users, activate it as an App Default.

   If you chose Campaign or Account as the object for this component, activate it as App Default and select the Fundraising apps where you want the component to appear. Campaign and Account home page customizations don't appear if the page is activated as an Org Default.

SEE ALSO

• Action Launcher
• Actionable Relationship Center
• Add the Action Launcher Component to a Page
• Assign Page Layouts to Profiles or Record Types
• Create an Action Launcher Deployment
• Create Record Types
• Page Layouts