I have hubspot set up to automatically create tickets from emails into my Support Inbox, this works great up until it comes to the ticket catagory. This is not automatically assigned and when I am in my Inbox I can’t see Catagory withing the Ticket Details drawer in Inbox. To edit/add the Catagory I currently have to press ‘Show All Properties’ which opens a new tab! Is there a way of adding Catagory to the list of details which appear within the original drawer?
Hi @TDavis73 ,
To add ticket category to the ticket details section go to CRM> Tickets> Create Tickets> Edit this form and add ticket category to the form to have in the section view.
For your reference: HubSpot's default ticket properties
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Hi @Jigar_Thakker ,
thanks for that but that is just the form to create a new ticket. What I want is the ability to add Catagory to this drawer:
Hi @TDavis73 ,
Thanks for sharing the screenshot. To change the preview, go to Preview > Actions > Customize Preview > Default View. From there, you can either edit the card or add a new card customized for your needs and remove the default one.
Step 1:
Step 2:
Step 3:
If this helps, feel free to mark it as the solution
and give it an upvote
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@Jigar_Thakker Thanks for that but it doesn’t seem to work still? I’ve done as you suggested but I still see the same view in the CRM Inbox preview.
@Jigar_Thakker Sorry, of course!!
This shows that I have edited my preview view to be in this order.
Showing that my Inbox view in CRM still shows ticket details in the original order.
Hi @TDavis73,
Thanks for the clarification; the screenshot makes it clear. To do this, you can navigate to Settings > Inbox & Help Desk > Help Desk > Sidebar Customization tab. Please note that the system default cards, which have “default” next to their name, cannot be edited.
Here’s a link to guide you through the process: Customize the right sidebar of help desk
If this helps, feel free to mark it as the solution
and give it an upvote
!
Hi @Jigar_Thakker That doesn’t help as I’m not using Help Desk. This is all in the CRM Inbox.
Thank you.
Hi @TDavis73,
Thanks for reaching out to the Community!
To customize the properties displayed in the ticket info on your inbox sidebar, you’ll just need to adjust the Ticket Property List.
In this video, you’ll find a step-by-step guide.
I hope it helps!
Diana
I’ve done as you suggested and it all looks good in the Default View but this still isn’t making any changes to my view in the CRM Inbox.