CRM

MStach
Contributeur

Better layout for overview tab

Résolue

It would be great to be able to add properties to the overview tab where you don't have to view the information in a table that scrolls left to right. How about a form-type layout where you can place properties in a grid 4x4, for example. That would provide easy viewing and efficient space use.

0 Votes
1 Solution acceptée
LewTalon
Solution
Participant | Partenaire solutions
Participant | Partenaire solutions

Better layout for overview tab

Résolue

Hi @MStach You can modify the overview tab, check out the guide here: https://knowledge.hubspot.com/crm-setup/customize-the-middle-column-of-records

 

You can also create new tabs, and use the CRM Development Beta to build custom cards. Here is an example of what we've built for a client. Example use of the CRM Development BetaExample use of the CRM Development Beta

Voir la solution dans l'envoi d'origine

2 Réponses
PamCotton
Gestionnaire de communauté
Gestionnaire de communauté

Better layout for overview tab

Résolue

Thank you for sharing this solution @LewTalon !

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0 Votes
LewTalon
Solution
Participant | Partenaire solutions
Participant | Partenaire solutions

Better layout for overview tab

Résolue

Hi @MStach You can modify the overview tab, check out the guide here: https://knowledge.hubspot.com/crm-setup/customize-the-middle-column-of-records

 

You can also create new tabs, and use the CRM Development Beta to build custom cards. Here is an example of what we've built for a client. Example use of the CRM Development BetaExample use of the CRM Development Beta