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Why cant we set the properties a team sees when creating a contact on the mobile app?
SOLVE
Jul 13, 2017
3:30 PM
- last edited on
Jun 27, 2018
6:14 AM
by
roisinkirby
When entering a new contact manually, is there a way to set which fields (and in what order) the team sees?
The street address, city/state/zip, etc fields are on a second screen (More Properties) but the City field is near the top of that second screen, street address is near the bottom of the list, state, etc are all out of useful order.
Can I choose what fields show up on the first screen?
Using new iPad, Hubspot v 2.16.3
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Accepted Solutions
Jul 24, 2017 2:32 PM
Thanks, May,
I had already done this on my desktop--but I can't find a way to accomplish the same thing on the iOS app.
All of the necessary fields are in the list (when manually entering a contact in the app), but they are not in usable order--and I don't find a place to re-order them.
Dave
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Jul 27, 2017 1:51 PM
Indeed, as you mentioned, the default properties that appear in contact records and when creating new contacts are not yet customizable on the iOS app. I believe that this is a feature our development team will be looking into at a later date.
I did find this idea on our ideas forum, which mentions a need for this feature. I would recommend either upvoting/commenting on this idea or creating your own pertaining to this request. Posts on the ideas forum are the best way for our product team to gage impact and need for a specific feature - by upvoting and commenting this feature request, the idea will grow in popularity, thus increasing its chances of implementation.
My best,
May
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Aug 3, 2017 12:50 PM
Hi @RaSk, I'm not aware of any future plans to make default properties deletable, but please upvote and comment on this idea on our ideas forum in order to pass along your feedback to our development team.
The reason that default properties are not deletable is that they should not affect you if you do not have a need for them: you can customize the properties that appear in the "About" section for your contacts, and all other properties will not be visible to you unless you physically go to "All Properties" and search for them. Because of the customizable nature of the contact record, you should not need to interact with properties that you do not need for your business.
Best,
May
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