I was wondering, is there a field or place I can enter general overview information on an account so it is readily available when I look at that account. This field I have circled would be an ideal spot for it, but I would be fine having it anywhere on the main page. I am new to Hubspot. I looked as much as I could and couldn’t find exactly what I was looking for. Any help or guidance is appreciated.
@SThomas130 an easy option would be to create a Note on the Activity timeline and pin it to the top.
You can also create a rich text custom property if you want it to be in the left sidebar, but if you want to add it to the middle section Overview, it would require coding a card using the new CRM extensibility.
Hi @SThomas130,
Thanks for reaching out to the Community!
I’ve been thinking about an idea that could be helpful. What if you create a property called “Important Notes” where users can enter general overview information? You could add this property to the left sidebar since the current section you showed me doesn’t allow for adding other cards.
To implement this, you can go to Settings > Objects > Companies > Customize the left sidebar > Default view, and search for the newly created property. Afterward, you can move it to the desired location, whether it’s at the top of the left sidebar or in the right sidebar where the “About this Company” section is located.
I hope this suggestion helps and if you need any further assistance, please feel free to let me know!
Diana
Thank you so much for the help. Apparantly I don’t have the right license type to make custom fields but I was unaware of the ability to Pin a note. That will have to suffice for now,
You’re welcome @SThomas130, I’m happy to hear pinning a note will work for you!