I am implementing HubSpot Sales and CRM company-wide. We are starting with the most important features and rolling out ‘nice-to-haves’ as adoption increases. We are not using Tickets, Workflows, Memberships, or Playbooks at this time. Those features (and others_ automatically show in the preview and right sidebar (in a record). Seeing these features confuses our new users and makes the system seem overly complex and thus overwhelming. I would like the ability to limit content on preview and right sidebar panes similar to the ability already available in the left sidebar on records. This will greatly increase the usability of the system for new users. It is also a standard feature of several competitor systems. Thank you for considering my idea.
I have a similar request when looking at a deal in Hubspot, within the right-side panel viewer where contact, accounts, etc are shown.
Under the contact where it has name, title, email, etc, I would like to be able to customize and bring in one extra field.
+1
A must for our company as well to implement successfully. Showing the phone number of the company is irrelevant for us in the deal record view. I’d like to be able to switch for a more relevant property.
Thanks,
Charles
I just asked about this as well and really support it! We aren’t using a lot of the capabilities (ie tickets) and so it makes it a bit busy looking for our team - who we are trying to keep super focused and streamlined on updating visible fields. Would be great to remove them.
Hi there,
It would be useful to be able to customize the ordering of categories on the contact record preview panel. My specific use case is that I use sales navigator very often, but have to scroll all the way to the bottom. Ideally it’d be the second category, just under the “About” section
I have the same exact need!
We can customize almost everything else this would be the icing on the cake!
This would be extremely helpful! Full cusomization just like the sidebars have would be ideal.
Hi all! I’m the PM for the CRM Record, and I just wanted to let you know that the ability to pull in fields outside of the ‘About this…’ section already exists today, although I’ll admit it’s confusing to get to.
Similar to the Page Editor for a Contact record, you can access the Page Editor for the Preview Sidebar. Settings > Data Management > [Select Object] > Preview Customization. From here, you could select the view that you’d like to edit and then reorder the cards, remove the ‘About this…’ card, add a new ‘Card’ with new properties, etc. Hope this helps!
100% agreed on all of this.
Similarly, Tickets show a TON of information that isn’t applicable, and not even being able to reorder is a big issue.
This should be a simple change for big impact.
Since Deal and Contact properties are different. When one of our users is in deals and selects a PLAYBOOK they are frustrated because they can not enter the information in correctly becuase our PLAYBOOKs captures contact properties and not deal properties.
Two potential solutions:
1. Ability to change right side bar view
2. Ability to pick where a PLAYBOOK is displayed (Contact only, deal only or contact and deal.
Hi there, I would love to see more customization ability in the right side preview section too. Specifically, it would be incredibly helpful to display Tasks and Notes whenever I preview a Contact record, Deal record, etc. Additionally, it’d be wonderful also to have Notes included in the preview section of the Gmail Sales extension! Thanks Hubspot for your time and for listening to our ideas/suggestions.
We really need a quick overview of the latest notes. It is a must for salespeople to be effective. Ideally, we would like to see this in the deal card like the picture. It takes to much time for sales to go in on every company to see the latest activity. This is a must have!
Hey,
this functionality is absolutely necessary! As the objects in the right are getting more and more we need more flexibility here.
E.g. we have Sales Enterprise customers with customer objects who do not user “Quotes” and “attribution” (which is MKT Enterprise function). They just do not need this. By choosing the objects to be shown here, we could make this part more intuitive, I think.
Second, we should have the ability to choose the properties which are displayed per object on the right site. As we can do it for custom objects it should also be possible for contacts und campanies.
For this issue there is an other idea which you might also upvote.
Best,
Christian
Hi @Josefine
have a look at this idea - probably thats what you looking for and you might upvote it.
There is also a short survey about this topic in the forum… You might participate and share your ideas.
Best,
Christian
Being able to collapse the sidebars (companies,deals,tickets,etc.) would give me more space to work within contacts. It’s currently a hinderance. Thanks!
Especially the ability to add “Tasks” to the Contact Preview Panel.
Like everyone else, I’d like to remove the items that we don’t use.
This idea is great! It would save me a lot of time.
Yes I would like to have the preview sceen controled by me, the admin, so I can add other sections. Not just the about section of each object.
Agree @cmccabe this is needed to help sales teams work more efficiently. For B2C sales a sales person works faster off a Contact list view and use the preview to update a key property fields than going into each Contact and update. Particularly important when dealing with high volume of leads to qualify.
After trying several different things based on roles or teams we found a solution, but it’s manual. I describe it below in case it helps others. Happy to hear about better solutions!
The right hand-side Contact preview ticket consists of “About this Contact” section for the Contact and ability to associate other Objects. We want sales people to see only what is relevant to them, whereas back office may want to see something that is relevant to them. Sure it can be done on the left hand view by role/team but the Preview “About this Contact” view is fixed and ‘account-wide’.
Ideally the scalable solution would be to have a a role-based About this Contact Preview or ability to add (in addition to the account-wide view) a customized ‘sales’ section above the Object associations as indicated by the red arrow on the attached screenshot.
How we solved the issue was to minimize the number of property fields in the account wide “About this Contact” view and identify which sales specific Contact properties we would like the sales staff to view/edit. The we manually added add each field to each sales staff’s “my view” (done by going into ‘all properties’ on a Contact and click Actions for each of the fields you want to add). That way the property fields for the personal view add added in addition to the accout-wide fields in the About this Contact and it carries over to the “About this Contact” Preview.
Of course that will be a headache to manage if we change our minds and have to add/remove for each user from time to time, but that’s ok until HS prrovides a solution for the Preview to be it to be centrally configured by team or role.
As we continue to expand our use, we really need to be able to administer default behaviors.
1. Determine which Association Cards display in each Object Module.
2. Enforce our organization’s default order of Association Cards