Customize Call and Meeting Cards with Custom Properties

[RSmith0808]

We can now create custom call and meeting properties, but it would be ideal to be able to add them to the call/meeting cards when logging or scheduling them so when someone is logging the activity they can easily select the options created. 

Use case scenario:
We're trying to report on activities around particular products so I created a custom call property called Product Family Focus with options that can be selected (multi-checkbox). But, to have our reps actually use this, it would need to appear when they to go log or schedule out a call or meeting when they select the call/meeting type and all the other options. (Preferably somewhere in the white space shown in the orange boxes below).

Take it one step further, allow Admins to make it a required property if needed so people don't miss capturing important information.

[ETan8]

Right. We can create custom properties for calls but can't use them anywhere they're accessible/visible. It would be useful to be able to add custom properties when logging a call view or the call preview. If a call outcome is negative, we have a custom property for the "reason it's negative" that would be useful for reporting but we can't use it anywhere.

[Asnt]

Exactly what I needed. I can't see the point on being able to create custom properties if they aren't visible. 

[RPepin9]

It's frustrating that we can create custom properties for calls but not for meetings. We need the ability to add custom properties on meetings and make then accessible from the activity timeline.

[LeonardoDVinci]

while we appreciate that we can create custom properties for call, I really  hope we can add those on the call log editor.

[CGutierrez35]

It would be very beneficial to be able to add the new properties created in the call log editor

[ELeong]

+1 for my customer! This would provide customers with more flexibility/customization when they log meeting activities on the contact record. It would be good if this also works on the HubSpot mobile app 🙂 

[HLaynor2]

+1 for us as well. A custom property needs to be added to the Log Call Editor. Otherwise, it isn't as helpful. 

[mreilly5]

Completely agree with this thread! It's very important for my team that we would be able to create a custom Meeting propery for "meeting source" then add it as field on the pop-up when our SDR is booking a meeting for an Account Executive. 

 

[SalesAdmin3]

Boosting this as well. The biggest pushback I get on logging calls or meetings from the sales team is that we cannot customize the record to meet our needs. A few of our portals requested to add a custom property to multi-select the topics they discussed with clients on said call or meeting. All the other objects allow for record customization except activities, so it is extra frustrating. 

[YFreitas4]

Sermos obrigados a tabular o retorno na aba lateral é muito ruim. Deveria ser na aba de chamadas. 

[PRaizEducação]

We really need this for yesterday!!

[CDan1]

+1