This feature is now in public beta. Access it via Product Updates in your HubSpot portal.
Product Updates is in your top right corner - click your portal name, click product updates, then search for view products. Enroll in the beta from there!
That’s awesome, I found that beta feature with the name “View Products Purchased from the Contact or Company Record” and participated it. It looks great and thanks for making the tutorial to introduce it too!
One thing that will be great is that we can customize the field for the product history. For our case, we have an expiry date for each product as the customized property and we would love to show that in the product history so that our sales can know when to approach the client again. Thanks!
Hey @KinChen Thank you for your feedback!
For new feature suggestions, please consider posting on our Ideas Forum [here]. If you find a similar idea, give it an upvote and share your unique use case in the comments.
If your idea is not already there, feel free to create a new idea.
Thank you for being part of the discussion!
Pam
Hi Winnie,
I came across this in a search for help. I’m looking for a way to show and manage the line items that are added/associated with a deal. Ex. Company A → deal view → i want to see and manage what products we’ve added to them (which ultimately establish the value of the deal in a dynamic way). Does that make sense? :). Please help!
Hi there,
This beta would be perfect for my use case but i can’t find it in any portal i work in.
Could it be the case it has been removed from Beta before re-releasing it?
I wish this was an ideas forum post instead so I could update the status. For posterity, this feature is now live.
Instructions for how to add it are in this Knowledge Base article.
This 3 minute loom shows how to add the card and what it does. (Caveat: It was recorded during the beta phase, so some functionality may differ).
Hope that helps!
Hi @WinnieHien
We noticed that only the line-items for deals and orders are available in the product history card, but not the line-items for subscriptions. Can you include those too?
Hi @Kamperland and thanks so much for creating this Idea for that: “Product History Card - Add subscription line-items”.
I am sharing it here so that other Community Members can add their upvote and specific use cases.
Have a wonderful weekend!
Bérangère
Could I apply this to a custom object??
Not yet. We only pull in line items associated to Deals, Orders, or Invoices.
Orders and Invoices are new HubSpot native objects that are accessible through integrations-only at the moment.
We’ll monitor for demand for Custom Objects. If folks are intersted in seeing this card for Custom Objects, then upvote this post. Thanks!