CRM

daneagles124007
Miembro

Changing what is displayed on Deal Board

resolver

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

2 Soluciones aceptadas
edjusten
Solución
HubSpot Employee
HubSpot Employee

Changing what is displayed on Deal Board

resolver

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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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Changing what is displayed on Deal Board

resolver

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

Beratungstermin mit Karsten vereinbaren

 

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17 Respuestas 17
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Changing what is displayed on Deal Board

resolver

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

Beratungstermin mit Karsten vereinbaren

 

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MarkWin
Participante

Changing what is displayed on Deal Board

resolver

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.

Cydney
Participante

Changing what is displayed on Deal Board

resolver

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 Me gusta
sharonlicari
Administrador de la comunidad
Administrador de la comunidad

Changing what is displayed on Deal Board

resolver

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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pedrocasalinho
Miembro

Changing what is displayed on Deal Board

resolver

Waiting for this funcionality 

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PamCotton
Administrador de la comunidad
Administrador de la comunidad

Changing what is displayed on Deal Board

resolver

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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edjusten
HubSpot Employee
HubSpot Employee

Changing what is displayed on Deal Board

resolver

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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daneagles124007
Miembro

Changing what is displayed on Deal Board

resolver

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
Solución
HubSpot Employee
HubSpot Employee

Changing what is displayed on Deal Board

resolver

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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curtisf
Participante

Changing what is displayed on Deal Board

resolver

When will this feature get implemented???

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idunskiy
Participante

Changing what is displayed on Deal Board

resolver

Hi, 

 

Wasn't it solved yet?

Thanks.

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Julie_Le
Miembro

Changing what is displayed on Deal Board

resolver

Can we change it now?

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leizman
Miembro

Changing what is displayed on Deal Board

resolver

Nope!

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TomSelten
Participante

Changing what is displayed on Deal Board

resolver

Dear Ed,

 

Is this functionality implemented? 

 

All the best,

 

Tom

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jennysowyrda
Administrador de la comunidad
Administrador de la comunidad

Changing what is displayed on Deal Board

resolver

Hi @TomSelten,

 

You can follow the status of this functionality request here.

 

Thank you,

Jenny

MantoPaul
Miembro

Changing what is displayed on Deal Board

resolver

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

rawprouk
Participante

Changing what is displayed on Deal Board

resolver

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