CRM

PLorinczi
Member

Customize CRM View based on Team Association

SOLVE

I am trying to customize the company, contact, and deal views based on team association.

 

It appears that programming the left-side navigation is pretty easy.  I got that down.

 

I am trying to customize the right side.  The recruiting team does not want to see what is not relevant to them.

 

The sales team does not want to see another right bar item.

 

It's the right side I can't seem to create a default view. I want to create a default view for each of my teams. I want a less is more approach.

 

Thanks for your help.

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Customize CRM View based on Team Association

SOLVE

Hi @PLorinczi,

 

That's correct and currently expected behavior. It's not possible to edit the right sidebar in records.

 

Other users (quite a lot of them, actually) have requested the same here: Allow superadmin to customize RIGHT sidebar in contacts, companies etc 

 

There is a beta going on at the moment (see the first comment by a product team member) and you can sign up via a form. Additionally, I'd recommend upvoting the thread as these topics are prioritized based on their popularity.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Customize CRM View based on Team Association

SOLVE

Hi @PLorinczi,

 

That's correct and currently expected behavior. It's not possible to edit the right sidebar in records.

 

Other users (quite a lot of them, actually) have requested the same here: Allow superadmin to customize RIGHT sidebar in contacts, companies etc 

 

There is a beta going on at the moment (see the first comment by a product team member) and you can sign up via a form. Additionally, I'd recommend upvoting the thread as these topics are prioritized based on their popularity.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

PLorinczi
Member

Customize CRM View based on Team Association

SOLVE

Thanks, you answered my question and I can stop wasting my time trying to figure it out. 😁

0 Upvotes