Create an alert on a customer card

Smart CRM & Sales Hub CRM
1

Hello! We have special requests from some of our customers that we would like to add an alert to their customer card. Is there a way to do this?
I am aware of the notes section, but I was hoping to add something alittle more ovbious that cannot be missed and is standing note or alert. Thank you

2

Hi @Hdento1,

Can you please specify what exactly you mean by “customer card”? Can you share a screenshot?

In some areas of HubSpot, tags can be applied. CRM customisation allows for adding coloured boxes. Also, emojis (red circle, exclamation mark or similar) can be used to highlight info. The exact steps depend on what you mean.

Best regards

3

I meant contact card. Does this make sense?

4

@Hdento1 could you please share a screenshot? There are various places that you could be referring to with a contact card.

Do you mean the association cards in the right sidebar of contact records, company records, deal records, ticket records etc?

If so, those can be customized, yes: Customize records

You could add a highlight there via, as I mentioned, a custom property.

  1. Create a property, e.g. “Alert”, as a dropdown
  2. For the dropdown values use different emojis that symbolize different alerts, like :red_circle:, :police_car_light:, :double_exclamation_mark:
  3. In the customize record settings, link above, add this new property on the contact association card

Best regards

5

Hi @Hdento1,

Happy to help, but as @karstenkoehler, your requests are not that clear about the contact card, as well as what kind of alert you would like to set up for the contact card.
So if you could share a screenshot or a Loom video of what you are looking to accomplish, we could might be better help you!


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