CRM

MLaBrae
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Can specific property fields be filtered out of left side panel based on record type?

lösung

We want to filter OUT Property Fields which are NOT relevant to the type of Customer being entered. IE: A Company = Apartment Management Company. 

 

We want specific property fields visible based on the Company being a Apartment Management Company vs. an entry being a Apartment Community (specific location) which will have several exclusive property fields.

 

Is there a 'check box' filter option we can add to filter out the noted set up functionality... ?

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1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Can specific property fields be filtered out of left side panel based on record type?

lösung

Hi @MLaBrae,

 

Just to confirm, you'd like to display a different sidebar depending on property values? If so, that's a Professional subscription feature: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars#make-a-record-sidebar-section-cond...

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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1 Antwort
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Can specific property fields be filtered out of left side panel based on record type?

lösung

Hi @MLaBrae,

 

Just to confirm, you'd like to display a different sidebar depending on property values? If so, that's a Professional subscription feature: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars#make-a-record-sidebar-section-cond...

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.