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.
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
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
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!