Edit contact right side bar within Conversation Inbox

[YiRui_Chua]

Hey team,

Raising this for a customer here.

It would be great if we can hide some of HubSpot's default section in the contact right sidebar within the Conversation Inbox (and possibly in contact records too)

Currently, we are not able to hide or remove the default sections such as deals and conversations. However, some customers find that very cluttered and confusing.

Thank you!

[YiRui_Chua]

Hi @TommasoSpagnoli! You should be able to adjust the properties in the 'about this contact' section so they show specific properties in the Conversations inbox. When you go to Settings > Objects > Contacts > Preview Customization and click 'Update preview cards,' there should be an option for 'edit contact association card' and 'edit contact property list' as seen here:

If you aren't seeing that happen, though, it would be worth reaching out to Support so they can troubleshoot with you in more depth! 

[YiRui_Chua]

Hello! My name is Hallie, and I'm an APM on the CXM team here at HubSpot. I wanted to share an update here because I was able to meet with a PM on our product team and inquire further about this feature.

At this time, hiding or removing sections of the sidebar in Conversations is not currently in planning. With that said, since this post has been shared, other customizations have been released in Conversations and Help Desk, such as the ability to update preview cards in the Conversations inbox and in Help Desk. While these don't address hiding sections in the sidebars, I still wanted to share them in case these other customization options are useful.

With that said, if this feature is particularly important to you, we recommend reaching out to your CSM and filing a Roadblock with them regarding this feature. That way, our product teams can keep track of the traction it gets and monitor continued interest. 🙂

Thanks everyone! 

[JessieS]

+1 for a customer who tried updating the About section on the ticket, but it wasn't reflecting.

[MattYoung]

+1 It would be super helpful to be able to see if there are any pinned or open tasks when talking to a client through the conversation interface.

[rogermcnall]

I am not sure if I am suppose to add my own solutions to posts...?

I was able to create Inbound and Outbound Activity Totals Cards.
The Inbound Activity totals card, captures conversations, and allows me to see the conversation associated to the contact from the contact record.

Not sure there isn't a different and better way to do this, but this is how I was able to sovle it.

[TNicholson5]

This would be helpful to customize my inboxes based on the team using them.

[tlbrewer]

Agreed 1000%. Needs to be customizable. 

[yasiooy]

We have multiple clients desperetly needing to customize the right sidebar with Contact properties in the Inbox. This is long overdue, let's make this happen HubSpot!

[AStrong5]

I was just searching for a solution to this and see it's not yet available. Would love to customize the conversations inbox, right sidebar contact record to include relevant data to the inbox that it's in.  

[Dogtag89]

+++ We need to be able to customise the right sidebar for different teams for the conversations inbox as well!! 

[MUlmann]

we need this feature as well!!!

[NDeArmas]

+1! 🧡

[JaimeP]

+1!

[vince_b]

+1

[Its_AMart]

This has been requested for over 2 years idk how this is still a limitation at this point. It seems like the Shared Inbox was created years ago and hasn't had any improvements to customization or functionality for a long time. Not sure why this would be the only location where we cannot customize the sidebars but it's very frustrating and makes thing very messy and cluttered for our internal support teams trying to actually utilize the Support Hub. 

[Melinda88]

Would love to see this happen

[Melinda88]

+1

[GGregory123]

Its crazy that this has still not been done. I need to be able to customise the "about this contact" with my inbox so i have all the information to hand to respond. Currently im having to open the contact in another tab in order to do so which is tedious and slow

[MSimon08]

Any updates on this?  It is years after someone suggested the update, and it is apparent many of us need it.

[lindahouben]

Should be very useful to edit. Would like to delete a lot of functionalities we don't use. And add the ones that are not there yet. 

[CDan1]

+1

[David-Askvig]

YES PLEASE!