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Customize what information is shown on information cards on right sidebar
Currently, there is no way to customize what information is shown on the right hand side bar within the information cards.
For example, if you're in a contact record, the company contacts will be listed to the right, however it only shows their Name, title, office number and email address. Since I call most people on their cell phones and that doesn't display, I have to click on the contact, get the number, and return to the company page.
The same goes for not being able to see which lists a contact is a member of without having to click through.
Does anyone else agree that this functionality would make the platform more effecient so that we wouldn't have to do so much clicking back and forth between contacts, companies, lists, etc?
Hi all - Lily here from the HubSpot CRM product team 👋
We recently released the ability to customize the data displayed in a Contact card under Settings > Objects > Contacts (see below), but I'd like to hear more about customizing the the right sidebar all together. If this is an area you have feedback on, please DM me and we can get a conversation going!
Would be grateful to be able to customize or hide the right sidebar to leave more space for updating contact activity info in the middle of the page. Many folks enjoy expanding the middle section to get a larger view of their emails, activities and dat in the center especially if they do not use Companies or Deals within HubSpot
I find this lack of customization frustrating and just leads to more clutter. I have no use for List Memberships, Playbooks, Workflow Memberships, Line Items, Quotes, etc. At a bare minimum, I'd like for them to stay minimized when switching from one contact/company to another.
I would like a way to see the contacts 'Forms submission' on the right-hand side instead of having to leave the contact page, scrolling through lots of emails or messing with the filters.
Agreed! This should be selectable. Better to be able to customize what each user prefers or have a global setting to select which properties are deemed important for the account.
I would like to comment on this as well. Currently, our sales team looks at the company record to see associated contacts. we need a way to see which contacts are "inactive" (i.e. changed jobs, retired, etc). we would likely create another property to display this inactivity, but we need a way for more than name, email, phone, and job title to display when looking at the associated contacts. Name + 3 fields is too limiting. We should be able to have at least Name + 5 additional properties.
Hi all - Lily here from the HubSpot CRM product team 👋
We recently released the ability to customize the data displayed in a Contact card under Settings > Objects > Contacts (see below), but I'd like to hear more about customizing the the right sidebar all together. If this is an area you have feedback on, please DM me and we can get a conversation going!
This feature helps, but doesn't entirely do the trick for associated deals. When a contact or company has many deals, it clutters the overview. I would like to be able to influence which deals are shown to make the overview more relevant for users.
I ABSOLUTELY LOVE THIS IDEA, I AM SHOCKED IT DOES NOT HAVE THIS FEATURE. I USE 2 OF THE 11 OR SO. WE SHOULD BE ABLE TO HIDE THEM ON A COMPANY LEVEL! We need to insert PURCHASE HSTORY Taple on this box were we creat a table via a api and we see exactly what the clients have bought from us before. ex a 6 cell grid
date #units price extended amount
i want to set up an api and insert a custom grid there with fields called purchase history, worst case or we press F2 or a function type key it shells out to a datbase and shows purchase history withing a panel in hubspot
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