CRM

PSproston
Teilnehmer/-in

Changes made as admin to left side panel not showing on records

lösung

I have amended the view for my sales team in the "customise left side bar panel" page. But when I then go to check on the customer page records, the left panel view has not updated to the new changes.

0 Upvotes
1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Changes made as admin to left side panel not showing on records

lösung

Hi @PSproston,

 

This is what should happen: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars#select-properties-to-show-in-the-d...

 

Once you customize the default sidebar for an object, it will apply to all new users in your HubSpot account. Existing users will continue to see their own customized About section, but can reset their view to access the account-wide default About section instead.

Are you experiencing something else? If so, could you provide a bit more detail?

 

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.

Lösung in ursprünglichem Beitrag anzeigen

4 Antworten
SOne
Mitglied

Changes made as admin to left side panel not showing on records

lösung

Hi karstenkoehler, with my account, I don't see Customize the left sidebar of records displayed in record customization

 

 

0 Upvotes
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Changes made as admin to left side panel not showing on records

lösung

Hi @PSproston,

 

This is what should happen: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars#select-properties-to-show-in-the-d...

 

Once you customize the default sidebar for an object, it will apply to all new users in your HubSpot account. Existing users will continue to see their own customized About section, but can reset their view to access the account-wide default About section instead.

Are you experiencing something else? If so, could you provide a bit more detail?

 

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.

SOne
Mitglied

Changes made as admin to left side panel not showing on records

lösung

My current interface
SOne_0-1721115532472.png


 

0 Upvotes
PSproston
Teilnehmer/-in

Changes made as admin to left side panel not showing on records

lösung

Hi Karsten, akthough I knew that users can override the admin view, I assumed that when a new admin view was created, it would automatically over-ride any local user views. I now see that this sint the case, anf they have to choose to reset to default to view the new admin  view.
Thanks for your help.