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How can I customize the contact preview panel

ShayesGrooming
Member

The contacts preview pane (what you get by tapping the Preview button on a contact) shows :

  • Contact details
  • Customer details
  • Deals, with each deal showing
    • Amount
    • Stage
    • Close Date

What I'd like to do is 

  • Hide the customer details
  • Hide the deal close date
  • Show the deal notes field.

Is there a way I can do this? I'm OK with writing code if that's what will get me results.

 

TIA

Josh

1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member

Hi @ShayesGrooming 

 

You cant currently change composirtion of the preview pane, with or without code. All you can do currently is change the contents of the 'about' box by changing your defaults. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

6 Replies 6
RodolfovR
Participant

This is sorely needed

MGranberg
Participant

Is this resolved??? I cant seem to find the feature? 
This seems pretty basic. 
Can someone please help? 

JLewis91
Participant

Have there been any updates on this?

0 Upvotes
TPiotrowski
Participant

This would be such a great feature to add as my sales team would really like to have less info in that preview panel, only the important things! Would be great if we could decide that.

dennisedson
Community Manager
Community Manager

Hey @TPiotrowski !

If there is not a similar post already, you could add this to the ideas board 😀


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Phil_Vallender
Solution
Most Valuable Member

Hi @ShayesGrooming 

 

You cant currently change composirtion of the preview pane, with or without code. All you can do currently is change the contents of the 'about' box by changing your defaults. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency