CRM

mvolkin
Member

Trying to add a section

SOLVE

I want to add a section to my contacts screen called Payment Information and inside this section I would like to log which contractor I am paying, during what month and how much. Can't seem to add a section though. Does anyone know how?

Thank you

1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Trying to add a section

SOLVE

Hi @mvolkin

 

Update: It is now possible to create custom sections of properties on the left hand sidebar of records: Customize record sidebars 

 

Unfortunatly, it is not possible to add a custom section to the contacts page. 

 

I think the solution is to create the custom properties you need and then add them to the about box on the contact record. See how here: English How can I choose which properties show in the 'About' section of the contact, company, or de...

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

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3 Replies 3
MFrankJohnson
Thought Leader

Trying to add a section

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

Does this post help you? If so, then help others by accepting it as a 'solution' (HubSpot word).

 

Q: Does anyone know how to add a section to my contacts screen?

 

Short A: We cannot add 'sections' to our Contact view screen in HubSpot.

 

Longer A:

We may add custom contact properties around any subject we like (including payment).

(see image)

hubspot-crm-contact-view-about-custom-contact-properties.png

 

However, adding sections via the frontend is not functionality available in HubSpot.

 

Does that help answer your question? If so, remember to accept this 'solution'.

Best,
Frank

 


Please add @MFrankJohnson to your message if you'd like me to reply.

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www.MFrankJohnson.com

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Trying to add a section

SOLVE

Hi @mvolkin

 

Update: It is now possible to create custom sections of properties on the left hand sidebar of records: Customize record sidebars 

 

Unfortunatly, it is not possible to add a custom section to the contacts page. 

 

I think the solution is to create the custom properties you need and then add them to the about box on the contact record. See how here: English How can I choose which properties show in the 'About' section of the contact, company, or de...

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes
mvolkin
Member

Trying to add a section

SOLVE

Thanks, ill give it a shot

0 Upvotes