CMS Development

VCosta3112
Miembro

How to add a tab to Hubspot companies page

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Hello, I would like to know if it is possible to create a new tab, in addition to the existing ones (Activity, Notes, Emails, Calls, Meetings), like the one indicated below in red as "Legal"

Thanks.Tab sample.png

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Jaycee_Lewis
Solución
Administrador de la comunidad
Administrador de la comunidad

How to add a tab to Hubspot companies page

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Hey, @VCosta3112 👋. Thanks for reaching out. To confirm, you are not missing an option. There is no way to add a net new Activity-type to your tabs on an Object record (Companies, Contacts, Deals, etc) 

 

If you have a moment, adding this as a request in the Ideas Forum will be helpful in getting this need in front of the product team.

 

Thank you! – Jaycee 

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Jaycee Lewis

Developer Community Manager

Community | HubSpot

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JSchuessler
Solución
HubSpot Employee
HubSpot Employee

How to add a tab to Hubspot companies page

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4 Respuestas 4
JSchuessler
Solución
HubSpot Employee
HubSpot Employee

How to add a tab to Hubspot companies page

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@VCosta3112 This is now possible with the "Customize the Middle Record Column" Beta - https://knowledge.hubspot.com/crm-setup/customize-the-record-middle-column 

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JSchuessler
HubSpot Employee
HubSpot Employee

How to add a tab to Hubspot companies page

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Note that this will not be an activity type, it will be a tab in addition to the Overview and Activities Tab, but they are quite customizable, especially using CRM components (https://developers.hubspot.com/docs/platform/ui-extension-components

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Jaycee_Lewis
Solución
Administrador de la comunidad
Administrador de la comunidad

How to add a tab to Hubspot companies page

resolver

Hey, @VCosta3112 👋. Thanks for reaching out. To confirm, you are not missing an option. There is no way to add a net new Activity-type to your tabs on an Object record (Companies, Contacts, Deals, etc) 

 

If you have a moment, adding this as a request in the Ideas Forum will be helpful in getting this need in front of the product team.

 

Thank you! – Jaycee 

linkedin

Jaycee Lewis

Developer Community Manager

Community | HubSpot

ASanoy
Participante

How to add a tab to Hubspot companies page

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I also need this. I hope there's option to add extra tab. 

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