Show Help "Description" for properties at entry point

aljones
Participant
Is there a way to add a "help" description for the properties in HubSpot? Some of my users are skipping over properties, or not reviewing them - or not knowing what to select so selecting the wrong things which we then need to go and clean up. We also have this tricky property that needs to be a free text but the options need to be validated for reporting - which by its nature is causing issues because people just don't validate on entry unless they are forced to.
 
My workarounds for these issues in our old process was to add a description to help the user enter - but I couldn't find a solution online to do this in the platform.
 
Please note - I am NOT talking about forms - I am talking about entries within the HubSpot platform. I am aware this could be solved with form entry, but we are not wanting to do that.
0 Upvotes
1 Reply 1
TiphaineCuisset
Community Manager

Hi @aljones 

 

Thank you for reaching out.

 

We do not have a functionnality that would directly solve for this. What I can think of would be to use the Description field when you edit/create property in order to give more information - then, if they click on Details when hovering their mouse on the specific property in the left panel on the contact record, a panel should open on the right with the description of the property. 

 

Hope that helps.
Have a lovely day,
Tiphaine.


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes