--- title: Learn how to customize individual dashboard cards—titles, dynamic values, rich text descriptions, and display properties—using the WoodsPortal card editor in HubSpot. description:   Overview Dashboard cards let you present targeted CRM data and content on your portal’s home screen. In the card editor, you can define each card’s title image: https://digitalwoods.io/hubfs/Gemini_Generated_Image_tpf9kytpf9kytpf9.webp --- [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Knowledge Base](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) - [FAQ](https://woodsportal.digitalwoods.io/faq) - [Contact](https://woodsportal.digitalwoods.io/contact) [Get Started Free](https://app.woodsportal.com/login) Book a Demo [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Knowledge Base](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) - [FAQ](https://woodsportal.digitalwoods.io/faq) - [Contact](https://woodsportal.digitalwoods.io/contact) ###### Follow Us Book a Demo [Home](https://digitalwoods.io/) [Blog](https://digitalwoods.io/resources) Knowlege-Base Share # Configuring Dashboard Card Details ![featured\_image](https://digitalwoods.io/hubfs/Gemini_Generated_Image_tpf9kytpf9kytpf9.webp) Content Index   ### **Overview** Dashboard cards let you present targeted CRM data and content on your portal’s home screen. In the card editor, you can define each card’s title, dynamic tokens, description, and linked property fields, and choose how they render. --- ### Accessing Card Details 1. In the page editor’s **Contents** panel, click **Dashboard Cards**. 2. Click **Edit icon** on the card you want to configure to open the **Card Details** pane. --- ### 1. Card Title & Dynamic Values - **Show Card Title**: Toggle on to display a title bar. - **Dynamic Properties**: Wrap any contact or company property’s internal label in `**` to render its value (e.g., `**firstname**`). - Copy internal labels from HubSpot property settings or from **WoodsPortal Admin \> Contact/Company Settings \> Labels**. - Only Contact and Company properties are supported. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jun-27-2025-09-44-25-0310-PM-2.png?width=397&height=225&name=image-png-Jun-27-2025-09-44-25-0310-PM-2.png) --- ### 2. Display Current Date - Toggle **Display Date** on to automatically insert today’s date at the top of the card. This is calculated based on the user's browser. --- ### 3. Rich Text Description - Use the full HubSpot rich-text toolbar to compose your description. - Insert paragraphs, **bold/italic** text, emojis, images, buttons, and personalization tokens from any Contact or Company property. - Include calls-to-action or formatted content as needed. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jun-27-2025-09-46-42-1597-PM-2.png?width=397&height=259&name=image-png-Jun-27-2025-09-46-42-1597-PM-2.png) --- ### 4. Display Properties Section Use this feature to surface URL or link fields as clickable elements. 1. Scroll to **Display Properties** and click **Add**. 2. Under **Layout**, select: - **List:** Stacked Single-column. - **Grid**: Two-column arrangement. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jun-27-2025-09-49-28-1693-PM-2.png?width=397&height=186&name=image-png-Jun-27-2025-09-49-28-1693-PM-2.png) 3. For each property: - **Internal Name**: Paste the HubSpot internal name or use the label from **WoodsPortal Admin**. - **Property Type**: Select **Contact** or **Company**. - **Display Style**: Choose **Text**, **Button**, or **Link**. - **Click Behavior**: - **New Tab**: Opens the URL in a separate browser tab. - **Iframe**: Opens the URL within the portal frame. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jun-27-2025-09-52-39-3381-PM-2.png?width=397&height=275&name=image-png-Jun-27-2025-09-52-39-3381-PM-2.png) --- **Troubleshooting** | Issue | Resolution | | --- | --- | | Dynamic token shows literal text (e.g., `**name**`) | Verify the internal label is correct and wrapped in double asterisks without extra spaces. | | Rich-text toolbar missing options | Check that your HubSpot editor settings permit rich-text modules in Knowledge Base pages. | | Click behavior not working | Ensure the property type and style support links; test with a URL property field. |   Share this article: ### Have a project in mind? Let's talk about your website, SEO, or digital marketing goals. [Get in Touch](https://digitalwoods.io/contact-us) ### Categories [digitalWoods](https://digitalwoods.io/resources/tag/digitalwoods) [Content Management](https://digitalwoods.io/resources/tag/content-management) [Data & Associations](https://digitalwoods.io/resources/tag/data-associations) Built for HubSpot Teams ## Revolutionize How Your Customers Interact With Your Data. Get started with WoodsPortal today or book a demo with our team. Book a Demo [Get Started Free](https://app.woodsportal.com/login) ![](https://digitalwoods.io/hubfs/woods-portal-dark.png) - Dashboard - Contacts - Companies - Tickets - Documents - Requests Welcome ![Footer shape](https://digitalwoods.io/hubfs/s1-shape-1.webp) [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) #### Secure Custom-Branded Portal - Built Natively for HubSpot Give your clients secure access to CRM records, files, and updates — with full design control from within HubSpot CMS. ##### Product - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Blog](https://digitalwoods.io/resources) - [Knowledge Base](https://digitalwoods.io/resources/tag/knowlege-base) - [FAQ](https://woodsportal.digitalwoods.io/faq) ##### Company - [Contact](https://woodsportal.digitalwoods.io/contact) - [Privacy Policy](https://digitalwoods.io/privacy-policy) - [Terms of Service](https://digitalwoods.io/terms-of-service) © 2026 WoodsPortal - All rights reserved. ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Admin", "url" : "https://digitalwoods.io/resources/author/admin" }, "dateModified" : "2026-09-17T05:13:32.709Z", "datePublished" : "2026-09-17T05:13:32.000Z", "headline" : "Learn how to customize individual dashboard cards—titles, dynamic values, rich text descriptions, and display properties—using the WoodsPortal card editor in HubSpot.", "image" : [ "https://digitalwoods.io/hubfs/Gemini_Generated_Image_tpf9kytpf9kytpf9.webp" ], "mainEntityOfPage" : { "@id" : "https://digitalwoods.io/resources/knowledge-base/configuring-dashboard-card-details", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://digitalwoods.io/hubfs/digitalWoods%20logo.png" }, "name" : "DigitalWoods Technologies Inc" } } ```