Customized "Deal Cards" in Deals Dashboard

[AndyPitre]

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])

[AndyPitre]

Hey community, here's a link to KB article detailing how to customize board card properties: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

[AndyPitre]

Hey Hubspot community, 

Customizing board card properties AND associated card properties are now live to all portals at starter and above. 

You can follow the progress on color coding functionality for board cards here. 

[AndyPitre]

Hey Hubspot community,

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.

[AndyPitre]

Hey Community. 

Thanks for the continued feedback. 

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. 

[AndyPitre]

Hello HubSpot community,

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.

[AndyPitre]

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. 

[AndyPitre]

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. 

[AndyPitre]

Hello, HubSpot community,

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.

[AndyPitre]

Hello, HubSpot community,

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.

[AndyPitre]

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! 

[MissTipsi]

Should definitely be at the funnel level and not simply one customization for all funnels

[ScottG13]

Have two clients this would be valuable for now. 

[Kennerlys]

I would love to see more customization - like being able to remove the company thumbnail, we have alot of Deals so shrinking the card view as much as possible would be great!

[rcordioli]

Hi! Do we have a deadline for this solution to be implemented?

[vbnvaidy]

definitely agree !! this feature is needed

[gobluedog]

We'd like to be able to create a custom date for when a proposal is due and have it show here. Much more important than the closing date.

[adolfogomezor]

I need this

[jlnovotny]

x 1,000! want this function

[jerryrrick]

the ability to edit the deal card as follows is a high priority for me. 

• ability to change the color of the cards
• add "deal created date"
• add "last activity date"

[evanwong]

+1 on this feature.

[ReturnSafeMegan]

My team would love to be on the Beta for this as we've got some critical dates we'd like to add to the deal board view

[bjphaze]

MmHmmm

This was the deal breaker that made me go with a different CRM.. for whatever that's worth.

[Yayayair]

What's the eta on this feature? It's a pretty simple/vital one.

Thanks!

[ClemOaky]

Very impatient to see this come out. Close Date is not helpful in any way for us and mostly confusing. Being able to customise what is shown in the Deal Card would be a HUGE time saver for both Managers and Reps.

[SellMark360]

100%-- customizing deal cards with the most important data including last activity date is HIGHLY desired. 

I'm adding my request to this thread.

[curtisf]

When do we expect this feature will be implemented?

[lyno1234567]

Yes!  Please! The more information contained in these macroscopic views, the more we use them; the better we use them. 

[daviddangern]

Yes, close date doesn't help me at all, but I'd love to customize what shows up on my cards. When is this planned for release?

[brentf]

Also looking for when this will be completed. It is already an option on things like Smartsheet and Salesforce. Please bump this up as the card view is very popular. Thanks. 

[amymak]

I really like this idea! and I think other color options would help as well. I'd love to be able to organize my board by color and quickly see how each deal is going.