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CRM Setup

Customize the right sidebar of records

Last updated: October 27, 2022

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise
Operations Hub Professional, Enterprise
CMS Hub Professional, Enterprise

On the right sidebar of a record, there are cards that show high level information about associations, attachments, and data from HubSpot tools, such as lists or reports. You can customize a default right sidebar for each object by selecting the information to include and the order of the cards. If your account has teams, you can also create unique right sidebar views for each team.

Users must have Account access permissions to customize the default account sidebar or specific team sidebars.

Customize account-wide default right sidebars

Once a default right sidebar is set, the sidebar will appear on all records of that object. This sidebar applies to all users in the account, but depending on a user's permissions, some cards may be hidden. Any new cards created by integrations or via API will be automatically added to the sidebar. If a user is on a team with a custom sidebar view, the team sidebar will override the default.

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Objects, then select the object for which you’d like to edit the right sidebar.
  • Click the Record customization tab.
  • Click Customize the right sidebar
  • In the right panel, click Edit default right sidebar.
  • Objects and tools that currently appear on the right sidebar are shown. You can edit the cards and their order:
    • To remove a card, click Remove.
    • To add a card, click Add card, then select an option from the dropdown menu. The options available depend on your HubSpot subscription and the integrations connected to your account.
    • To reorder the sections, click a card and drag it to a new position.
    • Once you’re done, click Save at the bottom of the panel.
edit-object-right-sidebar-panel
  • Once saved, the selected cards will appear in the specified order on all records of the object. Users cannot adjust the order of the cards on an individual record.

 

customized-right-sidebar-on-record
 

Create and edit default right sidebars for specific teams

If you've set up teams in your HubSpot account, you can create right sidebar views to display necessary information for specific teams. Once you set up a custom team sidebar, it will override the account-wide default view and update the record sidebar for the primary members of the assigned teams.

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Objects, then select the object for which you’d like to create or edit the team right sidebars.
  • Click the Record customization tab.
  • Click Customize the right sidebar
  • In the right panel:
    • To create a new team sidebar, click Create sidebar.  
    • To edit an existing sidebar, click the name of the sidebar in the table.
  • Enter the name of the sidebar.
  • Click the Assigned teams dropdown menu and select the teams that should view the sidebar. For existing sidebars, click the X next to a team to remove the team from accessing the sidebar.

create-team-right-sidebar

  • To add cards, click the Add card dropdown menu, then select an option from the dropdown menu. The options available depend on your HubSpot subscription.
  • To reorder the cards, click and drag a card to change its position.
  • To delete a card from the sidebar, click Remove.
  • Once you're done, click Save at the bottom of the panel.
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