CRM

hanks83
Member

Show multiple numbers on contact card

SOLVE

Does anybody know if it's possible to include more numbers on the contact card when viewing a company record?

At the moment only what is in the phone field is shown but it would be great to also see the mobile number if it's there.

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

Show multiple numbers on contact card

SOLVE

Hi @hanks83,

 

I'm not aware of any customization options for the contact cards in the right sidebar of a company record. However, you can customize the fields in the "About this contact" section that pops up once you click the "Preview" button on a contact card. (The "Preview" button appears when you hover over the contact card.)

 

The steps to customize the "About this contact" section are explained here: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

 

It's an additional click but it won't take you out of the company record.

 

If you're referencing the left sidebar, you can customize the "About this company" section following the exact same steps from the link above.

 

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.

View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Show multiple numbers on contact card

SOLVE

Hi @hanks83,

 

It's been a while but I wanted to share a quick update here. It's now possible to customize the properties shown on the record preview cards: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

 

karstenkoehler_0-1623126147310.png

 

If you found this useful, you can help the community by marking this post as a solution.

 

Cheers!

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.

View solution in original post

2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Show multiple numbers on contact card

SOLVE

Hi @hanks83,

 

It's been a while but I wanted to share a quick update here. It's now possible to customize the properties shown on the record preview cards: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

 

karstenkoehler_0-1623126147310.png

 

If you found this useful, you can help the community by marking this post as a solution.

 

Cheers!

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.

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Show multiple numbers on contact card

SOLVE

Hi @hanks83,

 

I'm not aware of any customization options for the contact cards in the right sidebar of a company record. However, you can customize the fields in the "About this contact" section that pops up once you click the "Preview" button on a contact card. (The "Preview" button appears when you hover over the contact card.)

 

The steps to customize the "About this contact" section are explained here: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

 

It's an additional click but it won't take you out of the company record.

 

If you're referencing the left sidebar, you can customize the "About this company" section following the exact same steps from the link above.

 

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.