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07252
Participante

Custom labels for users visible in dashboard

resolver

Hi All,

 

We recently received a mail from a client that his email had been hacked and that he had sent phishing emails. We want to be able to create custom labels for companies/contacts so that my colleagues can easily see that this contact is flagged and that they have to be extra careful with all received communications from them. We tried doing this ourselves but can't find any good visible solutions. Does anyone have suggetions for how they have fixed this question themselves.

 

Thanks in advance.

 

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1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Custom labels for users visible in dashboard

resolver

@07252 if you include the property in the contact association card, it would pop out with an emoji in the right sidebar: https://knowledge.hubspot.com/object-settings/select-properties-to-show-on-record-association-cards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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3 Respuestas 3
karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Custom labels for users visible in dashboard

resolver

Hi @07252,

 

This would best be solved with a custom property: https://knowledge.hubspot.com/properties/create-and-edit-properties

 

Once created, you can place it in the left sidebar of contact records: https://knowledge.hubspot.com/object-settings/customize-record-sidebars

 

To make it pop out more, considering including emojis in the property name, such as ⚠️

 

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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07252
Participante

Custom labels for users visible in dashboard

resolver

Hi @karstenkoehler Thank you for your quick reply. We had looked at this option aswell but we are afraid it isnt visible and obvious enough and my colleagues work mostly from tickets so when they open the ticket this won't show up as it will only show up in the contact field. 

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Custom labels for users visible in dashboard

resolver

@07252 if you include the property in the contact association card, it would pop out with an emoji in the right sidebar: https://knowledge.hubspot.com/object-settings/select-properties-to-show-on-record-association-cards

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.

0 Me gusta