CRM

TPeltoranta
Teilnehmer/-in

Moving properties between sections

lösung

Hi there,

 

We have set up a few custom company properties under a couple of sections (headers). Now, after a bit of use, we have noticed that it would make more sense to organize the properties in the sections a bit differently. I found that you can drag and organize the properties easily within a section but not between different sections. Is this possible at all? I wouldn't want to make a new property under the correct section and delete the previous one as it will mess up our integrations. 

 

Thanks for any help in advance!

0 Upvotes
1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Moving properties between sections

lösung

Hi @TPeltoranta,

 

You're correct, you can't drag and drop properties between sections. You have to remove them from one section before you can add them to another section.

 

This does not affect integrations at all. All of these changes are purely user interface related, cosmetic. By removing a property from one section momentarily you're simply choosing to not display it – it's still there in the background.

 

(To remove a property and affect integrations, you would have to make changes under Settings > Properties.)

 

Hope this helps!

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

Beratungstermin mit Karsten vereinbaren

 

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3 Antworten
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Moving properties between sections

lösung

Hi @TPeltoranta,

 

You're correct, you can't drag and drop properties between sections. You have to remove them from one section before you can add them to another section.

 

This does not affect integrations at all. All of these changes are purely user interface related, cosmetic. By removing a property from one section momentarily you're simply choosing to not display it – it's still there in the background.

 

(To remove a property and affect integrations, you would have to make changes under Settings > Properties.)

 

Hope this helps!

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.

TPeltoranta
Teilnehmer/-in

Moving properties between sections

lösung

Wow, thank you for such a quick reply!

Ok, I see! Clicking the cross next to the property seemed like a way to delete the whole thing completely, I didn't realize it was only in this view. And managed to add them to the correct section also. Case solved! Thank you!

0 Upvotes
karstenkoehler
Berühmtheit | Partner
Berühmtheit | Partner

Moving properties between sections

lösung

Happy to help, @TPeltoranta!

 

It looks like you accepted your own reply as a solution. If you could accept my reply as a solution, I'd appreciate that.

 

Have a great day!

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