Changing what is displayed on Deal Board

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Occasional Contributor

Hello,

 

I would like to know if there is a way for me, when using the board setting looking at my deals to change just below the name of the project what is displayed. Currently, it has the close date. Is there a way for me to change close date --> Delivery date?

 

See photo below:

 

 

example.PNG

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Solution
HubSpot Employee

Hi @daneagles124007  Thanks for clarifying. Apologies I misunderstood. At this time, it is not possible to change the data showing on the board view cards, but is a great suggestion. Can you head over to the ideas forum and add this as a post?

 

Ed 


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HubSpot Employee

Hi @daneagles124007  Close Date  is a baked in property and as such is not editable. You can add a new property, Delivery Date but it will not have the same functionality as the Close Date  property. 

 

Ed  


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Occasional Contributor

Hi @edjusten,

 

I have already created the property Delivery Date. My question is can i integrate that property on the board view of my deals. So in the image attached when im on the board view, I can see quickly when the Delivery Date of a project would be rather than when the Close Date was. 

 

Is that feasible? 

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Solution
HubSpot Employee

Hi @daneagles124007  Thanks for clarifying. Apologies I misunderstood. At this time, it is not possible to change the data showing on the board view cards, but is a great suggestion. Can you head over to the ideas forum and add this as a post?

 

Ed 


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New Contributor

Hi,

 

I have exactly the same issue - 

Could you confirm whether this is marked for inclusion in future update?

 

Thanks

Ryan


@ejusten wrote:

Hi @daneagles124007  Thanks for clarifying. Apologies I misunderstood. At this time, it is not possible to change the data showing on the board view cards, but is a great suggestion. Can you head over to the ideas forum and add this as a post?

 

Ed 


 

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New Contributor

Hi Ed,

So can I just check that that means that I can't change the order in which properties are displayed on a deal in 'Board' view? So currently I have the amount showing first (£10,000) followed by the deal name (J123 Example Deal), but I would like to switch those two around. Is that possible, or no?

Deal board cardDeal board card

 

 

 

 

 

 

Many thanks for your help. I'm very new to Hubspot so I'm just figuring this all out! I've attached a screenshot which hopefully shows what I mean.

 

 

Paul

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Occasional Contributor

Dear Ed,

 

Is this functionality implemented? 

 

All the best,

 

Tom

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Community Manager

Hi @TomSelten,

 

You can follow the status of this functionality request here.

 

Thank you,

Jenny


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New Contributor

Hi, 

 

Wasn't it solved yet?

Thanks.

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New Member

Can we change it now?

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New Contributor

Nope!

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New Contributor

When will this feature get implemented???

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New Member

Waiting for this funcionality 

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Community Manager

Hello @curtisf  @pedrocasalinho 

 

It looks like currently is in planning and you can follow the status of this functionality here.

 

Kindly,

 

Pam


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Occasional Contributor

I also would like to be able to edit the properties that are displayed from the view of the pipeline. Currently i can see the Deal Name, Amount, and Close Date.

 

Our team would like to also add a property that displays how long the deal has remained in it's respective Deal Stage. 

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Community Manager

Hey @Cydney 

 

Thank you for your feedback! 

 

I'd recommend adding this feedback on the idea Pam was mentioned above, as it seems that is in planning and you can follow the status of this functionality here.

 

Best
Sharon


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