As a SuperAdm in HubSpot, when using the Record Customisation feature, you can set account defaults: However, users can override these settings individually.
If a SuperAdm intentionally wants consistency in what their teams see and complete in contact card fields, this appears counterproductive.
Please share any logic and rationale behind this - or indeed workarounds.
Hi @HBothmann,
Which part exactly of the contact record are you referring to? Some settings for users can be managed through presets: Manage user preferences with presets
Best regards
Hi Karsten, @karstenkoehler
Thanks for your response and suggestion. That looks like a path to pursue. We will review it further and determine whether it can address the issue.
Best regards,
/HC