Help with creating a centre record tab and custom card content for contacts / company records?

PJohns
Contributor

Hi,

 

Is there a way to add / show additional properties for a company or contact in the centre section of the respective records?

We have more information to share that really cannot fit in the left hand section. Sounds like a simple idea, yet missing.

 

To be able to take advantage of the space in the centre of the view.

 

Add-Info-HS-Properties.jpg

Any 3rd party module that can help either? We are on the Professional package at present.

Thanks in advance... 


0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @PJohns,

 

Yes 🙂 Move your mouse so you see the blue line with the + sign:

 

karstenkoehler_0-1758272356288.png

 

... then add the property list card on the right:

 

karstenkoehler_1-1758272376134.png

 

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

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PJohns
Solution
Contributor

Hi,

 

It was there all along! Thanks for nudging me in the right direction, that seems to work.

I did look in there, but must have overlooked that card type!

Most helpful!

View solution in original post

0 Upvotes
3 Replies 3
JohnMaret
Contributor

@PJohns 

Hey there!

Just to add some diversity - and let’s say, an out-of-the-box option, you might want to test drive an app called Data Bridge. It can turn your HubSpot record views (deals, tickets, etc.) into a real command center!

You can add images, files, videos, create custom/personal layouts, and even use conditions to show data dynamically based on your rules.

 

Give it a try,  you might be pleasantly surprised!

 

Full disclosure: I’m the owner of this app and would love to get some feedback or hear more use cases on how teams like yours would want to use it.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @PJohns,

 

Yes 🙂 Move your mouse so you see the blue line with the + sign:

 

karstenkoehler_0-1758272356288.png

 

... then add the property list card on the right:

 

karstenkoehler_1-1758272376134.png

 

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.

0 Upvotes
PJohns
Solution
Contributor

Hi,

 

It was there all along! Thanks for nudging me in the right direction, that seems to work.

I did look in there, but must have overlooked that card type!

Most helpful!

0 Upvotes