topic Re: Custom labels for users visible in dashboard in Tickets & Conversations

Custom labels for users visible in dashboard

07252 — Wed, 24 Apr 2024 08:51:38 GMT

Hi All,

We recently received a mail from a client that his email had been hacked and that he had sent phishing emails. We want to be able to create custom labels for companies/contacts so that my colleagues can easily see that this contact is flagged and that they have to be extra careful with all received communications from them. We tried doing this ourselves but can't find any good visible solutions. Does anyone have suggetions for how they have fixed this question themselves.

Thanks in advance.

Re: Custom labels for users visible in dashboard

karstenkoehler — Wed, 24 Apr 2024 08:54:24 GMT

Hi @07252,

This would best be solved with a custom property: https://knowledge.hubspot.com/properties/create-and-edit-properties

Once created, you can place it in the left sidebar of contact records: https://knowledge.hubspot.com/object-settings/customize-record-sidebars

To make it pop out more, considering including emojis in the property name, such as ⚠️

Best regards!

Re: Custom labels for users visible in dashboard

07252 — Wed, 24 Apr 2024 09:01:02 GMT

Hi @karstenkoehler Thank you for your quick reply. We had looked at this option aswell but we are afraid it isnt visible and obvious enough and my colleagues work mostly from tickets so when they open the ticket this won't show up as it will only show up in the contact field.

Re: Custom labels for users visible in dashboard

karstenkoehler — Wed, 24 Apr 2024 09:05:35 GMT

@07252 if you include the property in the contact association card, it would pop out with an emoji in the right sidebar: https://knowledge.hubspot.com/object-settings/select-properties-to-show-on-record-association-cards