Managing Blank Property Fields

[Stacks42]

So my boss is on my case about their being blank fields on the Contact Record. We have cards grouping them together in sections such as:

- About this Contact
- Sales Information (product interest, engagement, conversion info)
- Marketing Information (info about the source of the contact)

I have learned that Hubspot is limited in its ability to hide or limit fields that have blank values dynamically. For Example, if First touch/last touch converting campaign is blank, do not display it on the contact record. This would be a nice feature to have for non-editable Hubspot properties that would be a good source of info when populated, but are not necessary to show when there is no value. I have a lot of properties like that that are basically "nice to haves" and I like having them visible in case a user wishes to add any information manually as they go.

This could help to de-clutter the contact record.

Anyone have any advice on how I can better manage blank properties and keep the contact record looking clean and organized? Is this common among the community to have a lot of blank properties with low fill rates?

[karstenkoehler · Accepted solution]

Hi @Stacks42,

Yes, this is not unusual and frankly one of the things I have gotten used to over time. I would consider it normal.

The record layout options allow for setting up conditions when cards are displayed, that would be one option to remove something from the view: https://knowledge.hubspot.com/object-settings/customize-records#manage-user-access-t-customize-recor...

This can however get messy when you want to remove just single empty properties.

Other users have submitted similar requests before: https://community.hubspot.com/t5/HubSpot-Ideas/Hiding-Blank-Fields-in-About-this-Company-information...

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

Have a great day!

[karstenkoehler · Accepted solution]

@Stacks42 team-based views could also help with that, hiding irrelevant cards by team.

But yes, encouraging users to make changes on their own is also an option. As an admin, I wouldn't like the different ways of working that might arise from that but that comes down to admin preference 🙂

[karstenkoehler · Accepted solution]

Hi @Stacks42,

Yes, this is not unusual and frankly one of the things I have gotten used to over time. I would consider it normal.

The record layout options allow for setting up conditions when cards are displayed, that would be one option to remove something from the view: https://knowledge.hubspot.com/object-settings/customize-records#manage-user-access-t-customize-recor...

This can however get messy when you want to remove just single empty properties.

Other users have submitted similar requests before: https://community.hubspot.com/t5/HubSpot-Ideas/Hiding-Blank-Fields-in-About-this-Company-information...

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

Have a great day!

[Stacks42]

I should also add I thought about how the individual layouts are
customizable at the user level. I could maybe promote to the team that they
can always add or delete properties from their view as they wish, depending
on what is important to them. And they can always default back to the
default view that I have set, no?

*This might help a little bit on a user-by-user basis?

Thanks, Matthew

[Stacks42]

I should also add I thought about how the individual layouts are customizable at the user level. I could maybe promote to the team that they can always add or delete properties from their view as they wish, depending on what is important to them. And they can always default back to the default view that I have set, no?

*This might help a little bit on a user-by-user basis?

Thanks, Matthew

@karstenkoehler 

[MaksKhan · Accepted solution]

@Stacks42  Another way you keep it looking more smooth and clean is by using tabs. In this example thes tab are broken down by team within the business. So they have a deadicated area while maintaining that clean look. 

[karstenkoehler · Accepted solution]

@Stacks42 team-based views could also help with that, hiding irrelevant cards by team.

But yes, encouraging users to make changes on their own is also an option. As an admin, I wouldn't like the different ways of working that might arise from that but that comes down to admin preference 🙂