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! 

[curtisf]

@AndyPitre 

Would it be possible to get added to the Beta? I filled out the form last week. 

Thanks,
Curtis

[ChristophNP]

Hey @ybaptiste , 

thank you for making this feature a reality. Should be a great addition to the customization of the deal pipeline. 

I think I filled out the Google Form already around the end of March. Are there any updates regarding this? 

Best, 

Chriso

[ybaptiste]

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.

[Anonymous]

So glad to hear that this is rolling out! Thank you for making this happen!

[parsylAL]

Agreed; thank you! 

[rwong]

Hi team, I think the customisable deal board view is a huge win for customers! Have one piece of feedback that could make the board view even more user-friendly:

Use case: user wants to create tasks to follow up on inactive deals (in dark gray) on the deals board view. 

At the moment, he needs to switch back to the deals list view > check those tasks > create tasks for them, as there isn't a checkbox option or a way to create tasks for select deals in the board view. 

[NTownley]

Customizeable cards at board view is great, but I need to view more properties in board view. 

eg Deal Name

Deal Value 

Close Date 

Lead Score 

is this possible?

[JDBell7966]

I would love to have the ability just for a basic note. Maybe a limited character amount but just the ability for a custom information field rather than the set drop down values. Thanks!

[FYXME_Jeff]

Please let me know when this available. 

[rwong]

Hi team, excited for more customisation to come with this beta! Wanted to pass on feedback on behalf of a customer. It would be even more valuable to edit the properties showing on the deal board view according to the deal pipeline. Reason being that different teams working out of various pipelines might have different  important properties they want to see at a glance.

[parsylAL]

Great to hear, @rwong - our team was recently having a discussion about how pipeline-specific customizability would be tremendously helpful, as different teams manage different pipelines (some have very little to do with the others) and care about different properties. 

[ybaptiste]

Hey Hubspot community, 

Customizing board card properties AND associated card properties are now live to all portals at star.... 

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

[Penne23]

I'm so glad we can customize the properties displayed! Thank you! However, it's not realistic to assume that different teams working on different deal boards want the same properties to be displayed. Can this feature be available per pipeline? Then each board will show the key properties that are important to that team and the success of that pipeline.

[JMarovt9]

Yes, this functionality per pipeline would be amazing!

[SEagar]

This is a great idea. And it’s also not realistic to show only two properties per card.

These items continue regarding the customization of the cards……It took YEARS to get this set up, but can we get some kind of feedback about addressing the very obvious needs of doing the additional tweaking of HubSpot for this very helpful feature??

[CSkaaning]

When is the beta finished and this becomes available?

[Scollinsdesacc]

Yes, I would also like to turn on this feature for my team

Thanks

[https://desacc.com/email/DesAcc_logo_rgb_stacked_with%20line_delft%20blue.png]
[LinkedIn]
[Twitter]
[Facebook]
[cid:image004.jpg@01D75E09.06C61380]
Steve Collins​
MCIM
Marketing Manager
21 Old Bond Street
Bath
BA1 1BP
Company No. 06930015
W: DesAcc.com
O:
+44 (0)1566 701 203
This message is sent on behalf of DesAcc and may contain confidential information which may be privileged. If you are not the intended recipient, please inform the sender that you have received the message in error before deleting the email without making any copies or disclosing or distributing the contents to any other person. To do so is strictly prohibited and may be unlawful. Email transmission cannot be guaranteed to be secure or error or virus free. You should carry out your own virus check before opening any attachment.

[ErniK]

Thank you for this community.  I too would really like colour coding to highllight priorities. I am confused as to what happens at the end of the deal that is closed or completed. I have to file it somewhere or my deal board is going to finish very quickly.  Value your comments.

[SCarlisle]

I would add that it would be nice to have the ability to mark all properties, including HubSpot created, as required. For example, company and contact should have the ability to be required. 

[EChurchill]

Yes, agree! We would like to be able to add 'Deal Owner' to the tile view in the pipeline. Any update on this being a configurable feature?