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.
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.
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.
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.
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.
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.
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.
I see that this was recently updated to "In Planning"- would there happen to be a timeline as to when this may be available. This is a much needed feature addition for the team I manage. Someone also mentioned color coding which would make a world of difference.
I would like to be able to aggregate the total of something other than amount $ at the bottom of each stage. We measure our volume by units (custom property) rather than dollars at this stage, so it would be nice to be able to show Total Units of each stage.
Our company is currently tweaking our hubspot layout in the Deals section. We have changed the name of our deal stages but it would be great to have it so that when you hover your mouse over the deal stage name or click on the deal stage name: a short description could be displayed to prompt new users as to the context of that stage.
I also want to customize another element, the totaling at the bottom. We use Expected Revenue because our deals are large and can be shifting as the deal develops and we understand what is come of them. I'd like to be able to total Expected Revenue instead of Amount at the bottom
I have no idea why, when so many people have requested the same feature (over 340 upvotes on one comment), that the developers would not implement this simple functionality!!
Will be better if the board can add more view futures like Trello. The beta version provide new type of filter, which is good, but again, the new draw down filter CAN NOT customize. Really don't now why Hubsport don't want to open this function.
Sie müssen ein registrierter Benutzer sein, um hier einen Kommentar hinzuzufügen. Wenn Sie sich bereits registriert haben, melden Sie sich bitte an. Wenn Sie sich noch nicht registriert haben, führen Sie bitte eine Registrierung durch und melden Sie sich an.