Tips, Tricks & Best Practices

FedericoUribe
Member

How to modify this view

SOLVE

I am looking for how to modify that view most of the information that appears there is not useful to me and I would like to customize it for better effectiveness.

I'm sorry if this doesn't go in this post but I didn't find a customization categoryimage.png

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to modify this view

SOLVE

@FedericoUribe thank you for specifying. To my knowledge, this is currently not possible. You could request this in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How to modify this view

SOLVE

Hi @FedericoUribe,

 

This is the "About this contact" section that also appears in contact records. You can adjust what is displayed in this section by customzing it in the record customization settings: https://knowledge.hubspot.com/object-settings/customize-records

 

karstenkoehler_0-1722842746938.png

 

Once adjusted, it should not only reflect on contact records but also in the right sidebar of your conversations inbox.

 

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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FedericoUribe
Member

How to modify this view

SOLVE

Maybe I don't explain myself correctly, I want to change all the cards that appear there, the part of companies, other tickets, subscriptions, payments, payment links, they do not apply to my business, I want to remove them and from the cards that remain select which fields are going to be seen, I already changed the view in the part that you tell me and they have no relationship with that particular viewimage.pngAs you can see, this view is already modified and in use everywhere in the CRM except in that windowAs you can see, this view is already modified and in use everywhere in the CRM except in that windowI want to make it so that in the Inbox section > inbox > the window on the right is the same as this oneI want to make it so that in the Inbox section > inbox > the window on the right is the same as this one

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to modify this view

SOLVE

@FedericoUribe thank you for specifying. To my knowledge, this is currently not possible. You could request this in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

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 Upvotes