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2 Accepted solutions
Hi @sarahtinson,
Yes, with a bit of development it is, using HubSpot's CRM development resources: https://developers.hubspot.com/docs/platform/crm-development-tools-overview
You'd create a custom card by following the documentation, compiling the line items from the associated deal records. You can then add this card in middle pane or right sidebar of the company record, for example, in the 'Record customization' settings.
Best regards!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
@sarahtinson You know, it's interesting to think about this; not all cards in the center need to be programmed.
There are a few types you can create without programming, like the no-code ones, and one of them is based on reports. Imagine creating a single-object report, say line items, and associating it with a company card.
The company card automatically adds the company filter, giving you a quick report with all line items related to that company. You can do similar things with deals and other objects associated with the company.
Why not give it a try and see if it meets your expectations? It's much faster to test this than developing a custom card.
And then, of course, with development, you'll have many more possibilities opening up before you. In the end, it's can a good path to take, but perhaps you can start by taking those first steps with the no-code functions at hand.
 | Martin Angeletti HubSpot Veteran (12+ years) ❌ Worried about messing up your HubSpot? I've got your back. ✅ Join the thousands of people who have discovered how to avoid problems with simple tricks and have started to dominate HubSpot (and not be dominated). ⛅️ Don't get left behind. → Click the subscribe button and scroll down to find the opt-in box. Subscribe |
| Did I help answer your question? Mark this as a solution. |
@sarahtinson You know, it's interesting to think about this; not all cards in the center need to be programmed.
There are a few types you can create without programming, like the no-code ones, and one of them is based on reports. Imagine creating a single-object report, say line items, and associating it with a company card.
The company card automatically adds the company filter, giving you a quick report with all line items related to that company. You can do similar things with deals and other objects associated with the company.
Why not give it a try and see if it meets your expectations? It's much faster to test this than developing a custom card.
And then, of course, with development, you'll have many more possibilities opening up before you. In the end, it's can a good path to take, but perhaps you can start by taking those first steps with the no-code functions at hand.
| Martin Angeletti HubSpot Veteran (12+ years) ❌ Worried about messing up your HubSpot? I've got your back. ✅ Join the thousands of people who have discovered how to avoid problems with simple tricks and have started to dominate HubSpot (and not be dominated). ⛅️ Don't get left behind. → Click the subscribe button and scroll down to find the opt-in box. Subscribe |
| Did I help answer your question? Mark this as a solution. |
Hi @sarahtinson,
Yes, with a bit of development it is, using HubSpot's CRM development resources: https://developers.hubspot.com/docs/platform/crm-development-tools-overview
You'd create a custom card by following the documentation, compiling the line items from the associated deal records. You can then add this card in middle pane or right sidebar of the company record, for example, in the 'Record customization' settings.
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
