Tips, Tricks & Best Practices

val_spot_on
Participant

How to keep sections in the left sidebar collapsed by default?

SOLVE

Hello HubSpot Community, I'm currently adjusting the layout of the left sidebar for my contacts. I'd like to ensure that it remains collapsed by default whenever I open a new contact, allowing for a cleaner appearance. Ideally, I'd like the ability to expand only the sections I need, while the rest remain collapsed. Is there a way to achieve this?

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to keep sections in the left sidebar collapsed by default?

SOLVE

Hi @val_spot_on,

 

There currently aren't any specific settings for this, no. You can hide entire sections with conditional rules but you can't collapse them by default: https://knowledge.hubspot.com/object-settings/customize-record-sidebars#make-a-record-sidebar-sectio...

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

How to keep sections in the left sidebar collapsed by default?

SOLVE

Hey @val_spot_on 

so the standard functionality in HubSpot

is to keep open/closed the tabs from one record to the other.

But there is no possibilities yet to set this up in any way.

When I navigate one contact and leave one section open and others closed, then swith to other contact

the section keep exactly as with the prior contact.

Try this out.

Maybe this 'd be a great idea for the product tem if you want to post this in the ideas forum.

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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2 Replies 2
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

How to keep sections in the left sidebar collapsed by default?

SOLVE

Hey @val_spot_on 

so the standard functionality in HubSpot

is to keep open/closed the tabs from one record to the other.

But there is no possibilities yet to set this up in any way.

When I navigate one contact and leave one section open and others closed, then swith to other contact

the section keep exactly as with the prior contact.

Try this out.

Maybe this 'd be a great idea for the product tem if you want to post this in the ideas forum.

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to keep sections in the left sidebar collapsed by default?

SOLVE

Hi @val_spot_on,

 

There currently aren't any specific settings for this, no. You can hide entire sections with conditional rules but you can't collapse them by default: https://knowledge.hubspot.com/object-settings/customize-record-sidebars#make-a-record-sidebar-sectio...

 

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.