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Show/Hide Properties Based On Service 'Pipeline'

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

@JonnyT wrote about this but I don't believe made it an official idea.
Discussion: https://community.hubspot.com/t5/Tickets-Conversations/Customize-Ticket-Properties-based-on-Pipeline...

EXTRA:

This would also be a great addition to the other idea to display 'grouped' properties in contact cards in a separated fashion (with labels) so data is not so cluttered. This would be great on Contacts, Deals & Tickets.
Idea: https://community.hubspot.com/t5/HubSpot-Ideas/Dedicated-Display-Area-for-Custom-Group-Properties-on...

Cheers

2 Replies
joverholt
Occasional Contributor

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. 

 

Thank you 

mcostello
New Contributor

This is something that needs to be implemented by Hubspot ASAP please!!!

 

I have a secondary pipeline for my repairs department and want them to see other properties than tech support see on their tickets. 

 

I was a little disappointed when I figured I could not seperate the properties of the two pipelines. 

 

Thanks