Settings

Customize record sidebars (BETA)

Last updated: September 27, 2019

As a user with admin access, you can customize the sections that appear in the left sidebar in records in HubSpot.

Changes made to the default record sidebars will apply to all users in your HubSpot account. If you have an Enterprise account, you can create personalized team views to display a different set of sections in the record sidebar for specific teams.

Please note: because each user can customize their own view of the About section, they may have a different order and a larger number of properties in their own About section. Removing properties in the default About section will not remove the properties that were already previously set to appear for a specific user.

Customize record sidebars for all users

  • To edit an existing record sidebar, click the Actions dropdown menu and select Edit.

  • In the right panel, you can view the default About card. Users in Professional or Enterprise accounts can add, remove, and rearrange cards that will appear as sections in the record sidebar:
    • To add a new section to records, click Add card. To add a previously created card with set properties, click the Saved cards tab in the left panel, and select the checkbox next to the card.

    • To rearrange the order of sections, drag and drop the left handle of the card.

    • To remove a section, click the card, then click X. The About this [object] card cannot be removed.
  • Click a card to customize the properties further.
    • To rearrange the properties, drag and drop the left handle of the property.

    • To remove a property from a section, click X to the right of the property. Properties removed from the default About section may not be removed from a user's view of the same section because each user can customize their own view of that section.
  • In the left panel, you can customize the selected card further:
    • To update the card's name, enter a new Card name. This will appear as the section header in the sidebar of the record. You cannot change the About card's name.
    • To add a property, search or browse for the property and select the checkbox to its left.
    • If you have an Enterprise account, you can make a section in the record appear only if the record has a set value for a specific property:
      • Select the Make this card conditional checkbox.
      • Click the Property dropdown menu and select the property that will trigger when section appears. Only certain properties are available for making conditional sections:
        • Contacts: Lifecycle stage and Lead status.
        • Companies: Lifecycle stage and Industry.
        • Deals: Deal stage and Deal pipeline.
        • Tickets: Ticket status and Ticket pipeline.
      • Click the Value dropdown menu and select the value(s) that will trigger the section to appear in the record's left sidebar.
  • In the upper right, click Save. In the dialog box, click Publish to take the changes live.

Personalize record sidebars for specific teams (Enterprise only)

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Properties.
  • Click the Records customization tab.
  • To create a new personalized sidebar, click Create team view.

  • In the left panel, select the type of record you want to customize for. In the right panel, preview where this section will be located in a record. In the upper right, click Next.

  • At the top, click the name or the pencil icon edit to update the name for the team view. This allows you to easily recognize and edit this team view.
  • Below the team view's name, click the dropdown menu and select the team(s) that will be shown this set of sections in the records they view.
  • You can then continue to create and edit the cards for this specific team view.
  • Once ready, click Save in the upper right to take the team view live. The team will then see this set of cards in the record sidebar instead of the default sidebar.