This has become an issue on all records (Contacts, Deals, Tickets) but I'm stressing the want for this primarily for Service Hub / Tickets more than anything since it would be most valuable here...
The Problem:
Though we LOVE data and appreciate the ability to access ALL of it..... it can be extremely dificult to sift/navigate. It would be invaluable to have the ability to set default/visible/hidden properties based on a ticket's pipeline...
Ability to remove/hide based on pipline— allows HS users to break tickets into general topics and declutter tickets to ensure a smoother, clearer experience and flow!
Example:
If we have a pipeline for 'Onboarding' new clients, it would be AMAZING to show only properties that are pertinent/relevant to the process/workflow of "onboarding" clients and hide properties that are not needed...
If we have a pipeline 'Support' for current customers, it would be FABULOUS to have to show only properties that are pertinent/relevant to the process/workflow of "supporting" clients.
This would also be INCREDIBLE for Contacts & Deals. Depending on the Deal Pipeline or a contact type, would determine the types of properties shown/hidden by
This level of custom display accross pipelines would useful for the sales Pipelines as well.
We have multiple pipelines as a customer works through our sales cycle. each pipeline has its own stages different data is relevant for the deals in each pipeline. The deal cards displayed in the board view defaults to displaying the deal name, the close date, and icons indicating the number of associated contacts. this information is not always relevant information to the status of deal in all of our pipelines. I would like to be able to customize which deal properpties display on the deal cards by pipeline in order present the most valuable data the teams working each Pipe line. This thread is a bit old, and does not seem that there is a resolution or a work arround. Being able customize the displayed properties would be valuable to us.
Also being able to have different mandatory fields for ticket submissions - we have the same issue with back end ops tickets having the same mandatory fields as client requests.
Hello, we work with 2 pipelines. In each pipeline the requirements for the deal are different, so it would be nice to assign the fields to the pipeline as well. We would also need this request urgently.
Yeah, I think it would be amazing! We have enterprise so I know you can do it by team, but we have different ticket pipelines for different products and we have to capture different information for them, so the left panel is getting very long!
This is crucial to our team. We have several different pipelines and need different property views for each one. No hope seeing how old this thread is, I would think this would be a feature from the get go..
Like many others... Previously used salesforce.com for 18 happy years.
Moved to a new organisation and a new CRM, and it cannot do so many of the expected tasks - very fixed layout/form, can't make it two columns for example, and this issue with pipelines...
I have created conditional logic to add fields I need that no one else does - this works well
I now have a big chunk of fields after this that is the whole original (irrelevant) form. If i delete them in my pipeline, they delete everywhere. There is no way to hide them... it's quite a basic expectation. As well as spending a couple of hours looking for a workaround, I'm really surprised and disppointed that there seems to be no feedback from HubSpot here. I recognise that Service Hub is work in progress, but we need to know this is planned for development please
