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]

Hi @Josh_Berman_8, it sounds like you're asking about the record page. You're right--at this time, you cannot customize the properties that appear in the upper left corner of the record page. There may be another idea post on this that you can upvote. If not, you're welcome to create a new post with this idea! 

[AndyPitre]

Hi @Josh_Berman_8, that's correct. Here's a Knowledge Base article with more info!  

[AndyPitre]

Hello HubSpot community members!

My name is Vaishnavi and I'm a Product Designer at HubSpot. Nice to meet you😄.

Thank you for your feedback. We’re in the process of redesigning the CRM board view. To help understand your board view needs, could you please take this short survey? 

Thank you!

[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! 

[chaddiller]

It says this is in Beta. Do you just mean the inactive deal cards? I see that but is the color coding and picking card properties that fill an option as well?

[geekbleek]

This is drastically needed - just need to be able to view Company Name in the board view.   Logos are useless - too small, and we can't change our deal naming structure just because of the UI issues especially when there is no way to enforce Deal naming.

[abmelching]

Please remove these lines that are showing in place of blank data slots as well.

There is a reason we don't fill in this info and the lines make the interface harder to read.

[JAlldred]

Admin access should be able to completely customize boards in pipelines so everyone is on the same views. I think it would be great if admin access had more freedom to customize different areas throughou hubspot for the users under the account. 

[TTalbot]

I would also love the ability to edit what is shown on the deal cards. 

Hope to see this implemented soon.

Thanks

[DinDjarin]

Need this. Any delivery time attached to rolling this idea out?

[LV]

Any update on this? Last one is the survey from september 2020 - can we expect something to be released in the coming months? We use the dashboard as main screen so this feature would GREATLY help us improve our productivity

[jassie]

I'd also love to have the organisation/company name on the card.

• Logos are too small
• Some organisations have the same logo, different company ID (e.g. Bank in country 1 and 2)

[Sujay]

+ on this one. This is what it should allow us, as HS users to do. 

[DWoodcock]

We would like to see something implemented as addition to the Deal Cards.  It should be something that is mandorty or something you have created within the deals themselves.  But agree with many of the comments, needs to be more user friendly. 

[arlogilbert]

Want & happy to provide feedback in the beta.

[MBoshoff]

Yes please! Or deals that have not moved donw the pipeline for a "long" time to turn red??

[TWondra]

I would also like to be able to optionally show the Deal Owner.  I know I can filter by Deal Owner, but as a sales leader, it would be helpful to pull up the Board View and see who the Deal Owner is for each deal.

[craigvarcoe]

@AndyPitre - can you please confim how we can sign up to the Beta Version? Much apperciated. 

[ybaptiste]

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.

[GUllrich]

this would be a great option of purolator tracking status for new shipments from canda to all over

[FranciscoHernan]

Me gusta la idea asi, los usuarios puden hacer una radiografia de los negocios en segundos y sde evita el estar entrando al detalle de cada uno,

[markstoddard]

Glad to be in the Beta, I just went into customize the deal card in my portal, edited one of the fields, and got a "Something Went Wrong" banner and it did't save. Is this the right place to ask about this or should I log a support ticket?

 

[whitneyparker]

I am seeing the same issue with "Something Went Wrong" message every time I try to change the settings. 

[Kelly18]

Hi ! so excited to have this feature.

Looking to still do the following:

Add additional fields

Customize by pipeline

Customize by user groups and teams

Thank you 🙂