Changing what is displayed on Deal Board

SOLVE
daneagles124007
Member

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

1 Accepted solution

Accepted Solutions
edjusten
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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17 Replies 17
edjusten
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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0 Upvotes
daneagles124007
Member

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? 

edjusten
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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rawprouk
Participant

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 


 

MantoPaul
Member

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

TomSelten
Participant

Dear Ed,

 

Is this functionality implemented? 

 

All the best,

 

Tom

0 Upvotes
jennysowyrda
Community Manager

Hi @TomSelten,

 

You can follow the status of this functionality request here.

 

Thank you,

Jenny

idunskiy
Participant

Hi, 

 

Wasn't it solved yet?

Thanks.

0 Upvotes
Julie_Le
Member

Can we change it now?

0 Upvotes
leizman
Member

Nope!

0 Upvotes
curtisf
Participant

When will this feature get implemented???

0 Upvotes
pedrocasalinho
Member

Waiting for this funcionality 

0 Upvotes
PamCotton
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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Cydney
Participant

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. 

0 Upvotes
sharonlicari
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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MarkWin
Participant

I had a similar issue. Wen in stall our products. I and a property for install date and use the close date as when the ticket it closed with no remaining issues.

karstenkoehler
Most Valuable Member

Hi @daneagles124007 and everyone,

 

It's been a while but I wanted to share a quick update here. It's now possible to customize the properties shown on the record preview cards: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

 

karstenkoehler_0-1623126869778.png

 

If you found this useful, you can help the community by marking this post as a solution.

 

Cheers!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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