Customize the properties shown on records

You can edit and organize the properties that appear in the property sections of your record sidebars, including sections in the left sidebar and the preview sidebar. You can also customize left sidebars or preview sidebars for all users and specific teams.

The About this record section will appear by default in a record's left and preview sidebar. All users can edit their own About section for each object. In the preview sidebar, if the User permissions setting is turned on for a custom section, users can also edit properties in that section.

• Navigate to your records:
  • Contacts: In your HubSpot account, navigate to CRM > Contacts.
  • Companies: In your HubSpot account, navigate to CRM > Companies.
  • Deals: In your HubSpot account, navigate to CRM > Deals.
  • Tickets: In your HubSpot account, navigate to CRM > Tickets.
  • Custom objects: In your HubSpot account, navigate to CRM, then select the custom object.
• Click the name of the record to view the left sidebar, or hover over the record and click Preview to view the preview sidebar.
• In the section, click Actions, then select Edit properties.

• To add properties to the section, click Add properties, then select the checkboxes of properties to add.
• To remove a property from the section, click delete delete icon. If the icon is greyed out, the property is an account-wide default property that cannot be removed.
• To reorder properties in the section, click and drag properties to the order you want.
• To reset the properties in the section to the default, click Reset to system defaults. In the dialog box, click Reset to defaults to confirm. This will reset that section to the account default, but will not update other sections included in a default sidebar.

• Click Save.

Please note: if you previously modified the properties displaying on the About section, any new default properties added by your administrator will be added to the bottom of the card.