Ability to edit the panel in top left corner of objects
Having the ability to customize what is shown in the top left portion of the CRM object records would be great. For example, on deal records, some clients use a custom property to calculate their amount and cannot remove the default amount property and add their custom property to the left highlight area (see screenshot)
Hi everyone! My name is Hallie, and I'm an Associate Program Manager on our CXM team here at HubSpot. I wanted to provide an update on this request since it has been a popular one. 🙂
Our product team confirmed that while this isn't something in development yet, it's on their radar and they're looking into how this feature could be built. We don't want to make any promises just yet, but any future updates that arise regarding this will be shared right here here as soon as we have them. Please continue to leave feedback around use cases/ideas for this feature; it's helpful for our product teams as they review this in more depth. Thanks for all of your continued patience!
I agree that being able to change this section would be beneficial. I get staff regularly asking if we can change this due to not having desired information. Upvoted!
Yes we don't use some of the default properties (Amount and Close Date) so we need to replace them with properties that are more relevenat to our deals.
In our company, we use different currencies in deals, it does not make sense to use the Amount field in the top left corner, we would like to see the amount in company currency here instead. Now, it is not adjustable...
Please add this basic functionality soon. Inability to edit summary blocks like this is a serious problem with an easy fix. I'm surprised you guys missed this, everything else is so thorough.
