HubSpot Ideas

AndyPitre

Customized "Deal Cards" in Deals Dashboard

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])

HubSpot-Updates
October 16, 2024 03:22 PM

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! 

October 15, 2024 02:45 PM

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

September 17, 2024 08:58 AM

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!

August 23, 2021 08:11 AM

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

Status aktualisiert zu: Delivered
August 10, 2021 11:07 PM

Status aktualisiert zu: Delivered
August 10, 2021 11:07 PM

May 13, 2021 08:39 AM

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

Status aktualisiert zu: In Beta
April 27, 2021 05:48 AM

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.

March 16, 2021 02:48 PM

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. 

 

ybaptiste_0-1615930902112.png

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. 

Status aktualisiert zu: In Beta
February 24, 2021 08:48 AM

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.

 

Status aktualisiert zu: In Beta
January 20, 2021 04:09 AM

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

Status aktualisiert zu: In Planning
January 20, 2021 04:06 AM

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

Status aktualisiert zu: In Planning
November 02, 2020 12:28 PM

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.

September 17, 2020 07:47 AM

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! 

Status aktualisiert zu: In Planning
March 23, 2020 07:15 AM

Status aktualisiert zu: Not Currently Planned
April 04, 2017 01:21 PM

452 Kommentare
Blipster
Teilnehmer/-in

Love this, just wish we could have more than 3 options. And have defaults for each different pipeline.

RJaradi
Mitglied

It is an great Idea to choose individuel what is shown at the Deal-Cards.
Is that possible to achieve for the developers ?

annieg241
Mitwirkender/Mitwirkende

We need this

JGallardo13
Mitglied

Muy buena propuesta. Deseando lo apliquen pronto! 

ShaunMarais
Mitglied

Hello HubSpot support. We definitely need the customization we make on Deal Cards, that is then visible on desktop, to be be visible on mobile app. To be able to see at a glance on your mobile deal board the important info you have customized would be amazing. Our 1000+ users need this on their mobiles. Please advise if you are considering doing this?

NPW
Mitwirkender/Mitwirkende

Hello All,

If you are looking to customize the left sidebar fields per pipeline, please upvote the following thread:

 

https://community.hubspot.com/t5/HubSpot-Ideas/Deal-View-Layout-by-Pipeline-or-Field-selection/idc-p...

 

Thank you!

LavíniaC
Teilnehmer/-in

Possibilidade de restringir a criação de leads por equipes específicas.

VSureshKumar
HubSpot-Produktteam

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!

Josh_Berman_8
Teilnehmer/-in

I see that this is delivered. Does that mean that we can now customize what attributes we want to see in the Deal Card when in Deals?

JeannieN
HubSpot-Produktteam

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

Josh_Berman_8
Teilnehmer/-in

@JeannieN My question was more in regards to the properties that appear in the Deal Object...not being customizeable.

 

For example, when you are in the deal object, in upper left hand corner:

Deal Name:

Amount:

Close Date:

Stage:

Pipeline:

 

These properties are default to HubSpot and cannot be edited. Or can they be edited and I jsut can't figure out how?

JeannieN
HubSpot-Produktteam

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!