Contact Layout:

For contacts, we recommend customizing the Left Sidebar of your layout to add dynamic property sections. 

Left Sidebar: Add dynamic property sections. 

Once you open the editor, simply add two new Sections: 

• (1) Section Name: “Contact No Longer at Company”some text
  • Check the box for “Make this section conditional”
  • Only visible if UG - No Longer at Company = “Yes”
  • Recommended properties:some text
    • UG - No Longer at Company
    • UG - Job Ended Date

• (2) Section Name: “UserGems - Job Change and Past Relationship Info”some text
  • Check the box for “Make this section conditional”
  • Only visible if UG - Is a Past User = “Yes”
  • Recommended properties:some text
    • UG - Past Company
    • UG - Past Title
    • UG - Past Relationship Type
    • UG - Job Started Date
    • UG - Is Persona Match
    • UG - Works at Target Account
    • UG - Works at ICP Account
    • UG - Link to Past Contact
    • UG - Link to Past Company

Company Layout

‍For companies, we recommend customizing the Middle Column of your layout to add a custom contact list to show contacts that you have had a past relationship with. Once in the editor, simply create a new card of type Association Table:

• Card title: “UserGems Contacts w/ Past Relationship”
• Recommended properties:some text
  • First Name
  • Last Name
  • Job Title
  • UG - Past Company
  • UG - Past Title
  • UG - Job Started Date
  • UG - Past Relationship Type
• Filter: some text
  • UG - Is a Past User = “Yes”

Get creative! You can use these same concepts to drive really great customization for your layouts for UserGems, as well as generally. 

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