Thanks for all your patience. After a successful beta, we started rolling this feature out to all users at starter + yesterday. In the next week or so, all users at starter + will have access to CRM Card Customization, which will let you customize the properties displayed on board cards and record association cards.
A bit of an update here. We now have a small private beta going for board card customization, which lets you change the properties displayed on the Kanban board view for both Deals and Tickets.
With the private beta, we identified a few improvement areas, which we are currently tackling. While making the improvements, we are also making it possible for users to customize properties that appear on association cards--see below.
We expect to have these improvement done by end of month, after which everyone who completed this form will be added to the beta.
We also want to make it clear that this beta is only for customizing the information that is display on cards, not color coding cards. Color coding is on the team's radar and we are planning to slot this work in the coming quarters.
Thanks for the patient as we work to make this feature awesome. We are looking forward to giving you all access soon.
Excited news. Board Card Property customization is in private beta. We are giving early access to portals, at the appropriate tier, who filled out this form. If you provided contact information in the form, you will recieve an email once your portal has been granted access to the feature. This will happen in the next few days, so please be patient.
Again, thanks for the continued feedback, HubSpot community.
Thank you for your incredible patience here. The team is happy to announce that we will be releasing board card property customization, which will allow admins to customize properties on board cards, to private beta shortly. If you have a starter, professional, and/or enterprise plan and would like to get early access to this feature, please fill out this form.
Thank you for your incredible patience here. The team is happy to announce that we will be releasing board card property customization, which will allow admins to customize properties on board cards, to private beta shortly. If you have a starter, professional, and/or enterprise plan and would like to get early access to this feature, please fill out this form.
Thank you for your continued input on this idea--and your patience.
We are happy to say that the idea is in development. We are working on making it possible for admins to customize board card properties for all users in a portal in properties settings--both for Tickets and Deals. The selected properties will serve as the default displayed properties on all board cards in the portal.
Again, thank you all for your input here and for your help in making HubSpot a better product.
Thank you for your continued input on this idea! We're looking to learn more from you to ensure we deliver the best solution to meet the needs of your business. Could you please take this short survey?
As for the status of this idea, this is something we're talking about a lot these days at HubSpot. So, with some good feedback here I'm optimistic we'll be able to start building a solution here shortly.
Agreed. No need to be fancy to start with, just some basic customization. For instance, it could start by simply making the existing fields user-replaceable in the Customize dialog.
It would be nice to be able to customize what is shown on the deals when in board view, such as taking out the associated contacts and company or adding custom properties to show on the deal.
I would love to be able to display custom deal fields in the board view of my deals pipeline and not be limited to the generic deal information.
For example, I have a sales flow where we receive multiple quotes on behalf of our clients from contractors for the same deal, we only invoice on the quotes that are approved by the client.
I would like to be able to display in the board flow: Amount Invoiced, Amount of Quotes Approved and Amount of Quotes received.
High value in seeing the actual product selected along with Deal Value, Company Name and Close Target Date. Example of suggested view:
Current View:Suggested View:
$16,500 ABC Company $16,500 ABC Company
Close Date: 1/1/18 990 Series iWeld Laser
Close Date: 1/1/18
This will allow for a more comprehensive analysis of all active deals in the different pipelines and allow for better global analysis of all active opportunities.
Indeed, it would be great. Nothing really fancy, but for example having the person in charge is a quick win when you manage a lot of people. Obviously, you can filter by owner, but say you have 10+ owners, you can't know directly who is in charge from the panel on a certain deal. Sort of same logic as Trello boards with labels. Moreover the close date is only useful in one pipeline for us, and having it displayed is pretty misleading.
Agreed. The deal board has no value without being able to see which stages your deals are in and the total amount that deal is worth. Not sure why the color is tied to the confidence level and not the stage.
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