CRM

NJaramillo5
参加者

Company Properties not showing on Record View

解決

For several of our companies, no information is displayed on the left side of the record view, where it should show "About this company". What these companies have in common, is that on the "Account Overview", they are are marked as "Not a target account", however, if I change it to "Target Account", the properties will still not be displayed, so that might not be the issue.

NJaramillo5_1-1736181068480.png

The properties can still be viewed if I go to actions > "View all properties", but I need the summary to show.

Most companies we have, do not have this issue.

Any advice on how to fix this would be welcome! 

 

0 いいね!
1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Company Properties not showing on Record View

解決

Hi @NJaramillo5,

 

This seems to be a recurring issue, at least recently, for other users as well.

 

Could you check the record customisation options for conditional logic? https://knowledge.hubspot.com/object-settings/customize-records

If there isn't any, I'd recommend resetting / reapplying / saving the settings again. If that doesn't work, I'd recommend reaching out to HubSpot support.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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2件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Company Properties not showing on Record View

解決

Hi @NJaramillo5,

 

This seems to be a recurring issue, at least recently, for other users as well.

 

Could you check the record customisation options for conditional logic? https://knowledge.hubspot.com/object-settings/customize-records

If there isn't any, I'd recommend resetting / reapplying / saving the settings again. If that doesn't work, I'd recommend reaching out to HubSpot support.

 

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.

NJaramillo5
参加者

Company Properties not showing on Record View

解決

There was in fact a conditional logic. Removing it fixed the issue.

Thanks for your help!

0 いいね!