We have a lot of contacts within our HubSpot environment, many of whom are customers and partners.
For said partners, we'd like to have some custom properties display only for their records, perhaps based on their domain, in the left hand field in the contact view.
Is is possible to create custom properties that only display on screen for contacts meeting certain set criteria?
Generally, when you create a property for an object, that property exists for all records of that object. It's not possible to have it only exist for some of them.
I'd recommed you customize your left sidebar so that you have a section for partners and one section for customers. You can then display these sections conditionally based on whether the record you're looking at is a partner or customer.
Have a look at the article and the options and let me know if you're getting stuck.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Generally, when you create a property for an object, that property exists for all records of that object. It's not possible to have it only exist for some of them.
I'd recommed you customize your left sidebar so that you have a section for partners and one section for customers. You can then display these sections conditionally based on whether the record you're looking at is a partner or customer.
Have a look at the article and the options and let me know if you're getting stuck.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer