HubSpot Ideas

LuciaDeNile

Customize properties seen in associated record

I would like to suggest an idea that has been requested by more than one HubSpot user. The ability to customize the properties seen, in a recod's feed, about the associated records. For example, in the screenshot we can see that this company has two associated contacts. Currently we can only display Name, Surname, Job Role, Company email and telephone number. It would be useful to be bale to display other information and more so to have the ability to choose what to display.

 

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2 Replies
rraven
Participant

This is critical. It's one of the foundations of a service platform. You have so much robust data available. Let's make it easy for our team to see!

dave-ops
Member

Yes, in addition to having the ability to customize what is displayed, it would be very helpful to customize how it is displayed, as well.  (ex: being able to apply a different default filtered view when displaying Contacts on a Company record).  Perhaps to bridge the gap, having the ability to change the link to the default view the contacts are associated with when they click the link to view all contacts could be a quick interim enhancement. It would be nice to link to a custom view that is filtered on the company as well as a contact status (to filter out people no longer at the Company) and a pre-determined sort (so that most relevant Contacts appear at the top of the list), among other properties one may want to filter the contact list on.