Different Views for Different Type of Contacts

[JGray30]

Hi

I have different sets of Contacts in Hubspot. We have dealerships (Franchise) and each of those has its own customers. What I would like to put forward is the ability to distinguish views of different types of Contacts.

Example our dealerships/franchise I need the standard information and then their Department and Job Roles and their SAp Account Number and Login Details for our online portal. None of this is applicable to Their Customers

For their customers whom we market for on their behalf, I need the Type Of business, if they are a lapsed or existing customer (I do not need to know and never will their job roles as they are business owners)

Dealership Customer

Business Name & Address Business Name & Address

Contact Name Contact Name

Mobile No Mobile No

MKG Account MKG Account
Job Role Type of Business (cow/pigs)

Department Lapsed/Existing Customer
Existing Dealer Type of Customer

Farmr/contractor/Hire/Sale

At the moment I am accommodating ALL of these fields on one view and it is becoming messy. I would much prefer to be able to associate a type of record to a certain view.

[franksteiner79]

Is anything stopping you from showing shared information on all contacts and use conditional display logic for specific sections/CRM cards?

[CBirkett0]

@Hi @JGray30 - @franksteiner79 is correct, you should be able to use conditional logic. When creating a card in the, you should see ‘Conditional Display Logic’ Just choose the contact type or whatever other property you’d like to control visability, then chose which option should be select to show the card. Then, create other cards for the other options. You can also create different views for different HubSpot teams. If the users in control of contacts are in different HubSpot teams, you can create completely different views without conditional logic