Adding cards in the right-side panel

Service Hub Tickets & Conversations
1

Hello,

I’m trying to determine if there’s a limitation on the number of cards that can be added to the right-side panel in the ticket’s default view, but the knowledge base doesn’t provide a clear answer.

Currently, the “Add Card” option is greyed out for me. In the default view, I can only rearrange or remove the available cards, which include: Contacts, Company, Deals, Attachments, Conversation, Playbooks, Past Feedbacks, and Jira (which we’ve integrated with).

Could someone clarify if this is due to my admin permissions or if these are the only cards that can be added to a ticket?

Thank you!

2

Hi @DGourlay,

What exactly do you want to add?

Best regards

3

Hi
I would like to be able to add in the right-side panel the card for a
Custom Object and another for Payments.

4

I think I’ve figured it out. I need to create associations between objects, and only then does a card show up in the list of the object’s cards. In the Sandbox, I have extended permissions, so I can create associations, but not in Production.

5

Hi there,

The number of cards that can be added to the right-side panel in the ticket’s default view is limited to 8. This is due to a technical limitation in HubSpot. However, you can add more cards by creating a custom view.

To create a custom view, follow these steps:

  1. Go to Settings > Tickets > Views.
  2. Click Create View.
  3. Give your view a name and select the Custom view type.
  4. In the Cards section, select the cards that you want to add to the view.
  5. Click Save.

Once you have created a custom view, you can select it from the View drop-down menu in the ticket’s right-side panel.