CRM

behelpful
Participant

Contact overview column on the right

SOLVE

Hi,

I am brand new to hubspot. 

I cannot figure out how to customize the following:

I click on a contact. 

On the left is the "about" that I customized, in the middle: activity, notes, emails, call, tasks.

On the right is a column that can be hidden.

It lists: company, tickets, attachments, list memberships, deals and playbooks. 

What is this column called and how can I customize what is listed on there? 

I only see the option to move the items up and down. 

Thank you!

2 Accepted solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Contact overview column on the right

SOLVE

Hi @behelpful 

 

I would call the right hand sidebar the associatiations sidebar - it displays the other objects and item associated with the current object. This side bar is not configruable at present. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Contact overview column on the right

SOLVE

Hi @behelpful,

 

Customizing the right record sidebar is currently a BETA feature, according to HubSpot support it should be available to Professional and Enterprise customers shortly. You can find the documentation here: https://knowledge.hubspot.com/crm-setup/customize-record-right-sidebar

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

5 Replies 5
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Contact overview column on the right

SOLVE

Hi @behelpful,

 

Customizing the right record sidebar is currently a BETA feature, according to HubSpot support it should be available to Professional and Enterprise customers shortly. You can find the documentation here: https://knowledge.hubspot.com/crm-setup/customize-record-right-sidebar

 

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.

Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Contact overview column on the right

SOLVE

Hi @behelpful 

 

I would call the right hand sidebar the associatiations sidebar - it displays the other objects and item associated with the current object. This side bar is not configruable at present. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
MDoherty0
Member

Contact overview column on the right

SOLVE

Is there a way to simply see the overall activity on just 1 contact in Hubspot? Ideally under the contact, without having to physically count each logged email, meeting, etc?

0 Upvotes
kvlschaefer
Community Manager
Community Manager

Contact overview column on the right

SOLVE

Hi @MDoherty0,

 

Thanks for reaching out! 

 

I wanted to refer you to this thread regarding sales activities (meetings, emails) report.

 

I hope this helps!

 

Best,

Kristen


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behelpful
Participant

Contact overview column on the right

SOLVE

@Phil_Vallender  Thank you very much for your help!