Display company user-defined fields in Deal Board View (cards)?

[Adfone]

Does any one know how to change the display property on the company cards in the Deals "Board View"?  Can find a way to delete the default values (Deal $$) but cannot add custom fields.

Any help would be much apprecaited.  Thanks!

[karstenkoehler · Accepted solution]

Hi @Adfone,

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

If you found this useful, you can help the community by marking this post as a solution.

Cheers!

[jennysowyrda]

Hi @Adfone, 

The properties within the deal cards in the deal board view cannot be customized. If you are looking to see different properties beyond what is included in the card, the table view allows you to add and remove columns. 

I did find an idea in our ideas forum regarding this functionality: https://community.hubspot.com/t5/HubSpot-Ideas/Customized-quot-Deal-Cards-quot-in-Deals-Dashboard/id.... If you would like to see this functionality implemented in the future, I would recommend voting for this idea. 

Thank you,
Jenny

[mishachellam]

Hi Jenny -

I noticed the idea for customizing properties displayed on the board view for deals has ~80 votes.   Do you know where this is on the list of priorities for features in HubSpot deals?  Any chance it'll be implemented in the next few months? 

- Misha

[jennysowyrda]

Hi @mishachellam, 

I do not have a timeline on this functionality. The best place to watch for updates on this matter will be the idea's thread. 

Thanks, 
Jenny