Better layout for overview tab

MStach · ‎dic 1, 2023

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.

LewTalon · ‎dic 1, 2023

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 Beta

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PamCotton · ‎dic 1, 2023

Thank you for sharing this solution @LewTalon !

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LewTalon · ‎dic 1, 2023

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 Beta

CRM