CRM

mrprice
Teilnehmer/-in

Are Contact Preview Boxes Configurable?

lösung

Can the properties displayed in the Contacts boxes in right sidebar of a Company be configured?  We would like to show additional properties.

2 Akzeptierte Lösungen
dominikberger
Lösung
Mitwirkender/Mitwirkende

Are Contact Preview Boxes Configurable?

lösung

Hi @mrprice ,

 

I only know the possibility of "record customization" in the property settings where you can customize the properties displayed on the records themselves. Unfortuantely I think there is no way to change the preview of a contact on the right sidebar of a company. But actually I think this would be a great feature request/idea! Roboter (fröhlich)

Lösung in ursprünglichem Beitrag anzeigen

StefaniUAT
Lösung
Autorität

Are Contact Preview Boxes Configurable?

lösung

@mrprice ,

You are only able to edit the left sidebar. The right sidebar with Contacts, Deals, Tickets, etc. is a default HubSpot property and can't be edited. 

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect

Lösung in ursprünglichem Beitrag anzeigen

4 Antworten
mrprice
Teilnehmer/-in

Are Contact Preview Boxes Configurable?

lösung
PamCotton
Community-Manager/-in
Community-Manager/-in

Are Contact Preview Boxes Configurable?

lösung

Hello @mrprice 

 

Thank you for sharing your idea, I went ahead and upvoted already.

Kindly,

Pam

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StefaniUAT
Lösung
Autorität

Are Contact Preview Boxes Configurable?

lösung

@mrprice ,

You are only able to edit the left sidebar. The right sidebar with Contacts, Deals, Tickets, etc. is a default HubSpot property and can't be edited. 

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect
dominikberger
Lösung
Mitwirkender/Mitwirkende

Are Contact Preview Boxes Configurable?

lösung

Hi @mrprice ,

 

I only know the possibility of "record customization" in the property settings where you can customize the properties displayed on the records themselves. Unfortuantely I think there is no way to change the preview of a contact on the right sidebar of a company. But actually I think this would be a great feature request/idea! Roboter (fröhlich)