CRM

HistoryTrust
Teilnehmer/-in

Edit Contact Card?

lösung

How can I edit the "About this contact (default)" card so that all contacts display properties in the same order? It seems the contact card can only be edited one contact at a time!

Screenshot 2024-07-31 12.29.20.png

1 Akzeptierte Lösung
HistoryTrust
Lösung
Teilnehmer/-in

Edit Contact Card?

lösung

Thanks. After some trial and error I edited the Default view for my contacts. HOWEVER, the view for individuals in the left pane did not match the order of the properties in the Default view. 

 

EDIT: I found a setting to OVERRIDE individual settings, which may have done the trick. 

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6 Antworten
Lucila-Andimol
Vordenker/-in | Platinum Partner
Vordenker/-in | Platinum Partner

Edit Contact Card?

lösung

Hi @HistoryTrust 

you can personalize that section for all users if you are a superamin in your portal.

If you are already in the new record unified page editor

take a look a this video

hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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karstenkoehler
Berühmtheit | Partner
Berühmtheit | Partner

Edit Contact Card?

lösung

Hi @HistoryTrust,

 

This can be done in the record layout editor: https://knowledge.hubspot.com/object-settings/customize-records

 

You can access this easily by moving the mouse over the section and clicking the gear icon:

 

karstenkoehler_0-1722526546067.png

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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HistoryTrust
Lösung
Teilnehmer/-in

Edit Contact Card?

lösung

Thanks. After some trial and error I edited the Default view for my contacts. HOWEVER, the view for individuals in the left pane did not match the order of the properties in the Default view. 

 

EDIT: I found a setting to OVERRIDE individual settings, which may have done the trick. 

CDuPaul
Mitglied

Edit Contact Card?

lösung

Hey there.  I'm looking to do the same thing you mentioned. Would you be willing to share how you performed the override? Any details and steps you could provide would be greatly appreciated.

Thanks!

Lucila-Andimol
Vordenker/-in | Platinum Partner
Vordenker/-in | Platinum Partner

Edit Contact Card?

lösung

hi @CDuPaul 

when you finish editing the default record view

the screen will ask you if you want to update the changes for every user and overrride their current setup, there you click yes.

If you 've already done it once, it will not show again.

hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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0 Upvotes
Lucila-Andimol
Vordenker/-in | Platinum Partner
Vordenker/-in | Platinum Partner

Edit Contact Card?

lösung

Hi @HistoryTrust 

this could happen when a user has personally modified the view

thats because what they change will prevail over the default.

The Override option should work.

 

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes