CRM

MStach
投稿者

Better layout for overview tab

解決

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 いいね!
1件の承認済みベストアンサー
LewTalon
解決策
参加者 | Solutions Partner
参加者 | Solutions Partner

Better layout for overview tab

解決

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

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2件の返信
PamCotton
コミュニティーマネージャー
コミュニティーマネージャー

Better layout for overview tab

解決

Thank you for sharing this solution @LewTalon !

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0 いいね!
LewTalon
解決策
参加者 | Solutions Partner
参加者 | Solutions Partner

Better layout for overview tab

解決

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