HubSpot Ideas

JMogard

Add columns for associated records on the CRM cards

(I really struggled to find a good title for this post)

When customizing the cards used for the middle column on records, you can only show columns with properties from that object, e.g. if I make a Deal card I can only pick from Deal properties to display in the table.

I would like to be able to show clickable associations here just like you can when creating a normal filter view (e.g. the table view at Sales > Deals).

This is obviously hard for me to explain in text so I'll try with images instead. This is a view of a CRM card for Deals used in the middle column on a Company record:

Screenshot 2023-12-22 at 09.34.00.png

…like this! (view from Sales > Deals):
Screenshot 2023-12-22 at 09.31.47.png


2 Replies
ChrisoKlepke
Key Advisor | Elite Partner

This would be incredibly useful to have!

ChrisBreitbach
Member | Elite Partner

I actually have an use case as well, would be helpful to have as a feature and saves manual dev effort!