Contact overview column on the right

[behelpful]

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!

[Phil_Vallender · Accepted solution]

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.

[karstenkoehler · Accepted solution]

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!

[Phil_Vallender · Accepted solution]

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.

[MDoherty0]

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?

[kvlschaefer]

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

[behelpful]

@Phil_Vallender  Thank you very much for your help!