CRM

JeanLLM
Participant

How to Add Properties in Add Existing Contact View

When associating an existing contact with a Deal or Company, only the contact's full name and email address are displayed. The phone number appears when hovering over the contact record. Is it possible to display additional contact properties, such as job title, in this view? If so, what are the steps to achieve this?


image.png

0 Upvotes
3 Replies 3
JeanLLM
Participant

How to Add Properties in Add Existing Contact View

Hello @RatulRahman , I have followed the steps you provided and added and moved the Job Title property under the 'About This Contact' section. However, the issue persists: the Job Title still does not appear in the view when associating an existing contact to a deal/company record. Below are the steps to replicate the issue:

In the deal record, I clicked on 'Add (Contacts).'

JeanLLM_1-1725538511620.png

 

The 'Add Existing' form opens, and I search for the contact name. Only the contact's full name, email, and phone number are displayed. We would like to also see additional properties, such as the job title.

JeanLLM_0-1725538441111.png

 




0 Upvotes
RatulRahman
Contributor | Gold Partner
Contributor | Gold Partner

How to Add Properties in Add Existing Contact View

Yes, it's possible. Follow these steps.

Goto contact settings->click edit-> move the properties in the above.
image (1).png
Screenshot 2024-09-05 at 5.22.31 PM.png
Screenshot 2024-09-05 at 5.23.56 PM.png

Profile Picture of Ratul Rahman

Ratul Rahman

RevOps & HubSpot Consultant | CEO at HubXpert


Book a consultation with Ratul
Book a consultation with Ratul

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

HubXpert banner
0 Upvotes
JeanLLM
Participant

How to Add Properties in Add Existing Contact View

Hello @RatulRahman , I have followed the steps you provided and added and moved the Job Title property under the 'About This Contact' section. However, the issue persists: the Job Title still does not appear in the view when associating an existing contact to a deal/company record. Below are the steps to replicate the issue:

In the deal record, I clicked on 'Add (Contacts).'

JeanLLM_0-1725837409218.png

 

 

The 'Add Existing' form opens, and I search for the contact name. Only the contact's full name, email, and phone number are displayed. We would like to also see additional properties, such as the job title.

JeanLLM_1-1725837409231.png

 

0 Upvotes