Missing custom properties in workers edit window for contacts

CRM & Sales CRM
1

I put some custom properties in the Contact infos but when my workers where about to give them Tags they couldn´t see the Tag propertie (named “Gruppe”). How do i make it that it looks the same for all useres.
PLS Help
Alex

2

Hi @Alex34,

How have you added the property to the left sidebar? Generally, when the sidebar is changed in the settings, the properties that appear in the left sidebar of records will be consistent for all users in your HubSpot account. You can find the instructions here: Customize records

Let me know if that’s what you’re referring to!

3

Im referring to the preview window

4

Alex34_0-1653995079495.png
Alex34_0-1653995079495.png738×925 73.9 KB

Here this is what i see as a sudo but i want everybody to see it like this

5

Hi @Alex34,

This is reflecting the left sidebar of a contact record – the same steps apply: Customize records

Which steps exactly did you take?

6

Click the settings icon from the main navigation bar of your HubSpot account.
Go to CRM > Properties in the left sidebar menu.
Click the dropdown menu in Filter by to select the object type you want to create a property for.
Click Create property.
A new panel, ‘create new property’ will be opened.
Feed the information and set property:
Object type: select the object type you want to set the property for. This is the same object type you selected earlier.
Group: select the property group that property belongs to.
Label: give a name to the property.
Description: describe the property.
Click Next.
Click the dropdown menu in Field type and select a field type for the property.
Field types with options like Multiple check boxes, Drop down select, and Radio select, enter the different options for the property.
Label: name of the option.
In forms: if you want to include the option for forms click the toggle to switch on.
Add an option: add a new option click Add an option.
Load options: You can load multiple options at once with this option. You can also select a default set of options or paste in your own options or can copy from any other property.
Clear all: click to eliminate all the existing options.
The property will also be included as an option for the fields in HubSpot forms, pop-up forms and bots, by default. If you don’t want that, clear the Show in forms checkbox.
Click Create.

Hope You Find This Useful,

Peter

7

Hi @PeterGroft hope you are doing well!

Thanks for sharing :slightly_smiling_face:

Best,

Diana