HubSpot Ideas

cmccabe

Allow Customization of Preview Panel and Record Right Sidebar

I am implementing HubSpot Sales and CRM company-wide. We are starting with the most important features and rolling out 'nice-to-haves' as adoption increases. We are not using Tickets, Workflows, Memberships, or Playbooks at this time. Those features (and others_ automatically show in the preview and right sidebar (in a record). Seeing these features confuses our new users and makes the system seem overly complex and thus overwhelming. I would like the ability to limit content on preview and right sidebar panes similar to the ability already available in the left sidebar on records. This will greatly increase the usability of the system for new users. It is also a standard feature of several competitor systems. Thank you for considering my idea.

HubSpot Updates
August 05, 2022 03:46 PM

@GEiselt We're now in public beta, so anyone is welcome to sign up via their account manager. The functionality is supported on custom objects, although I am not sure what you mean by OOTB? 

In Beta
May 17, 2022 08:55 AM

Hi Everyone, 

Thank you all for the feedback here! I am excited to announce that we will be opening up a small beta later this month which enables you to customize your right sidebar. If you are interested in participating in the beta, please fill out this form so we can get in touch. 

Thanks!

Lily

August 04, 2021 06:18 AM

Hi all - Lily here from the HubSpot CRM product team 👋

I am starting research on customizing the right sidebar, so if you'd like to chat more shoot me a DM and we can set up some time to connect! 

29 Replies
GEiselt
Contributor

+1 for this idea. Would love to also be able to add conditional team properties sidebars to this view.

GEiselt
Contributor

Bumping up this idea. We have users with different roles (e.g. project management vs. accounting) using the same object records. It would be incredible if we could customize their preview panes in some way, e.g.:

 

1. Add conditional sections to the preview pane based on certain property values and user roles (ideal)

2. Customize the "About" section of the record based on user role (less ideal but better than now)

ALiang
Member

Yes it would be great to have a right sidebar customization, where we can reorder the preview cards via settings. I would like to decide what order they show up (deals, attachments, workflows, etc) thanks

MHusøy
Member

Being able to remove all irrelevant features (playbooks, tickets etc..) will really improve the entire user experience for all our 400 employees. I think the functionality to reorder them is a step in the right direction, but removing them completly on a account-based level is highly needed! All these irrelevant features currently makes the system overwhelming for our users.

MMuzard
Member
Hello ! I'm using the Ticket tool, in which I created several different sections to classify the ticket properties. When in the overall table display of all the tickets, I would like to modify the quick preview. As for now I can only see the standard proprieties section "About this ticket" (as well as the Contact section, Company section, etc). I would like to modify this quick preview/Preview sidebar in order to not only see the standard proprieties section "About this ticket", but also see some more properties sections that I created. For now I can only see these other sections by entering the ticket. Thank you !
LRosenbloom
HubSpot Product Team

Hi Everyone, 

Thank you all for the feedback here! I am excited to announce that we will be opening up a small beta later this month which enables you to customize your right sidebar. If you are interested in participating in the beta, please fill out this form so we can get in touch. 

Thanks!

Lily

PBerg
Member

@LRosenbloom is that the right sidebar containing association information that appears on the contact page or the preview panel fixed to the right hand side of a list page that appears when you click the "preview" button on a given record? 

GEiselt
Contributor

Hi @LRosenbloom! Any updates on how this beta went? Still very, very eager to have access to this functionality across OOTB and custom objects!

LRosenbloom
HubSpot Product Team

@GEiselt We're now in public beta, so anyone is welcome to sign up via their account manager. The functionality is supported on custom objects, although I am not sure what you mean by OOTB?