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I'd like to be able to control which properties appear on the "card view" in the
Deals Dashboard. Default is...
- Deal Name
- Amount
- Close Date
- Attached Contacts
I'd like to be able to select my own 4 attributes, so that the at-a-glance feature is more meaningful to me.
In addition I'd like to be able to color-code Deal Cards based on attributes. (i.e. [if deal amount > $5,000; then color = green])
Hello 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.
Hello HubSpot community,
Thank you for your continued feedback on this idea.
I am happy to share that we are targeting a beta release for Feb 2021. Admins will be able to customize secondary properties (amount and close date for Deals and time open and owner for Tickets) for all users in a portal.
Hello, HubSpot community,
Thank you for your continued input on this idea--and your patience.
We are happy to say that this 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.
Hello HubSpot community,
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.
Thank you in advance!
This idea, along with https://community.hubspot.com/t5/HubSpot-Ideas/Customized-quot-Deal-Cards-quot-in-Deals-Dashboard/idi-p/11091 are currently in the design and development process. We expect to launch this feature during Q3 of this year.
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