Lead Capture Tools

WFoster
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Custom properties for certain contacts

解決

Hi, 

 

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?

 

Thanks, 

William

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Custom properties for certain contacts

解決

Hi @WFoster,

 

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.

 

However, you can customize which properties are being display – conditionally so: https://knowledge.hubspot.com/object-settings/customize-records

 

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Custom properties for certain contacts

解決

Hi @WFoster,

 

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.

 

However, you can customize which properties are being display – conditionally so: https://knowledge.hubspot.com/object-settings/customize-records

 

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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