CRM

MLaBrae
Member

Can specific property fields be filtered out of left side panel based on record type?

SOLVE

We want to filter OUT Property Fields which are NOT relevant to the type of Customer being entered. IE: A Company = Apartment Management Company. 

 

We want specific property fields visible based on the Company being a Apartment Management Company vs. an entry being a Apartment Community (specific location) which will have several exclusive property fields.

 

Is there a 'check box' filter option we can add to filter out the noted set up functionality... ?

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

Can specific property fields be filtered out of left side panel based on record type?

SOLVE

Hi @MLaBrae,

 

Just to confirm, you'd like to display a different sidebar depending on property values? If so, that's a Professional subscription feature: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars#make-a-record-sidebar-section-cond...

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can specific property fields be filtered out of left side panel based on record type?

SOLVE

Hi @MLaBrae,

 

Just to confirm, you'd like to display a different sidebar depending on property values? If so, that's a Professional subscription feature: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars#make-a-record-sidebar-section-cond...

 

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.