I’d like to know if HubSpot offers an option for super administrators to easily view the record customizations (with properties specific to each team, different layouts, specific data groups, etc.) created by individual users or teams.
This feature would greatly simplify my work, as I’m one of the people responsible for the company’s CRM. We have different teams in the system, each with specific needs, which requires custom views. However, when making these changes, I am unable to see how the model was configured before granting access to the specific user or team.
Currently, I have to configure the views with the person, ask them to log in to the system, and inform me if everything is correct, which makes the process quite inefficient.
It would be very helpful if there were a feature similar to the email marketing preview, where we can see how an email will appear for a specific contact before sending it.
Thank you in advance, and I look forward to hearing from you!
This would be great to have for any user who is enrolled in more than one team, when each team has a slightly different function, requiring view/edit access of different properties.
Upvoting. It would be extremely valuable to have a feature that allows users who are members of multiple teams to toggle between team-specific custom record views tailored to each team’s workflow needs.
This is necessary for HubSpot to be a true Enterprise player, thank you! Our use is for managers or people on multiple teams seeing ticket information for Support vs. Onboarding tickets.
Thank you for submitting this feedback! This is something we’re considering in 2026 but do not have a specific timeline for yet. To help inform our product roadmap, could you please stack rank the importance of these features to you all:
Ability to preview a record view before publishing (what I believe the original request is)
Ability to easily switch between team views (what I believe the third reply is referring to)
In place editing on the record so you don’t need to go to a separate editor
2, for sure. The most important part is to be able to switch between team views on a record - either for comparison, setting up a view for another team, or to show different data for different tasks one person might undertake.
Hello! Is this still in the works? The record customization is great in Hubspot, but what would really help are team object view presets, especially for our sales team, which has 4 different workflows between roles (reps; bdes; asms; rvps). It also would just be nice to have confused employees with different tech skillsets to be able to press refresh on their views preset and get all the views by team.
I would stack them in 2, 1, 3 order.
The ability to switch between custom views would be extremely helpful for users on multiple teams.
I know you can already get a preview of each individual card that you edit, but it would also be very helpful to have a full record preview as per the OP’s request.
I have set up a company record page using new cards and I’d like to ensure that the cards I’ve set up are useful and organized in a way that makes sense. Obviously from the back end I know, for example, I have the Contact card, Company card, Attachment card, Events card, but I’d like to actually preview a record to see how everything fills out, to better assess if I missed a property in a card that would be useful, etc, rather than previewing each card individually and then needing either to 1. assign myself to the view, 2. log in using a “test user” account that I’ve assigned the view to, or 3. ask one of the people on the assigned team to confirm how it looks to me.
Previewing things seems REALLY basic. For me, the ability to preview a page before assigning it to users/ teams is crucial to make sure everything is right and properly functional before sending it to everyone else. It isn’t their job to troubleshoot or tell me if something is wrong because I couldn’t preview it.
It’s almost the end of 2026 and there hasn’t been another update on this, so I’m not feeling hopeful that it’s being paid attention to. It’s smaller and arguably more important than AI features, but will likely continue to be pushed aside in favor of those tools that will make more money.
Just for the record, here are some other threads asking the same thing- customers clearly need this update:
I’m also here to ask why these views can only be assigned to teams? I’m the admin and I work alone, above all other teams. I am not part of a team, and I do not need to be part of a team. Because I am not part of a team, I can’t assign myself to a view, meaning I have to use the default view. It also means I can’t assign myself to a different view to preview it, because I don’t have a team to assign to the view. I can make myself a team, but that’s making even more work for myself when I should just… be able to see what my users are seeing. I’m tired of being asked to do extra work because HubSpot does not fully think through their tools before releasing them.
@cecilia-thespot Thank you for bringing this to the top of the forum. We are ready to plan this as part of the new Record Page Experience that’s currently in Private Beta: https://app.hubspot.com/l/product-updates/?rollout=318885 Would you be open to meeting with me to talk through your current challenges & make sure we’re planning the right solutions to meet your needs? If so, please set up time with me here.
As noted in the thread here, this preview challenge is on our backlog, but not currently planned. Anyone who comes here to learn more or provide input can please feel free to schedule time with me to talk through the specifics as we work on prioritizing this on our upcoming roadmap. Set up a call here: https://meetings.hubspot.com/mgabrielsen