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Oct 29, 2020 4:24 AM - edited Oct 29, 2020 4:25 AM
I'm trying to find a way to add the Street Address property field to the side panel in the initial view when you click on a company or contact.
Is there a way to add this so it appears these in the location section?
Solved! Go to Solution.
Oct 29, 2020 10:55 AM - edited Oct 29, 2020 11:07 AM
Hi @TownFish,
It's the 'Records customization' tab in your screenshot, the free CRM has the same options as the paid subscriptions. No difference:
Cheers!
Karsten Köhler |
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Oct 29, 2020 10:55 AM - edited Oct 29, 2020 11:07 AM
Hi @TownFish,
It's the 'Records customization' tab in your screenshot, the free CRM has the same options as the paid subscriptions. No difference:
Cheers!
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |
Oct 29, 2020 4:30 AM
Hi @TownFish,
You can customize record sidebars by clicking the settings icon and navigating to CRM > Properties and the Records customization tab.
https://knowledge.hubspot.com/crm-setup/customize-record-sidebars
Hope this helps!
Karsten Köhler |
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Oct 29, 2020 10:50 AM
Thanks for your reply it's really helpful, however when I try to follow it I cannot find CRM as an option in the side panel of my SETTINGS page (see below screenshot).
I only have PROPERTIES as an option and if I try to find 'Company record left sidebar' it does not exist?
Oct 29, 2020 10:55 AM
I think I've worked it out, I think it's because I'm using the Free CRM version at the moment and you can only use the default options.