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Account Settings

Customize record sidebars and preview cards

Last updated: July 23, 2021

Applies to:

All products and plans

Users with Account permissions can customize which properties and sections appear in the left sidebar of records.

Users in Starter, Professional, and Enterprise accounts can also choose the secondary properties that appear on record preview cards. This includes the cards displayed in the right panel of associated records, as well as the cards displayed on deal and ticket pipelines in board view.

Customize default record sidebars

When you customize default record sidebars, the properties that appear in the left sidebar of records will be consistent for all users in your HubSpot account. The left sidebar of a record includes the default About section, as well as any custom sections you have created.

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.

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Objects, then select the object you’d like to edit the record sidebar for.

  • Click the Record customization tab.

  • In the Default properties sidebar section, click Choose properties for default sidebar. If you have an Enterprise account, you can create personalized sidebars that will replace the default sidebar for specific teams.

default-properties-sidebar

  • In the right panel, you can view the existing properties.

  • To edit the properties that appear, at the bottom of the panel, click Edit.

Please note:

  • CMS Hub, Starter subscriptions and HubSpot's free tools will only have access to the default About section in the record sidebar.
  • Marketing Hub, Sales Hub, and Service Hub Professional and Enterprise subscriptions can add, remove, and rearrange new sections to the record sidebar.
  • Marketing Hub, Sales Hub, and Service Hub Enterprise subscriptions can personalize record sidebars for specific teams.

Edit the properties in a section

You can edit which properties appear and how they are organized in the sections of your record sidebars. You can select up to 300 properties in the About section, and users in Professional or Enterprise accounts can select up to 50 properties in each custom section.

  • In the editor's right panel, click a section to expand it.

    • To rearrange a property, click and drag the handle of a property to a new position.

    • To remove a property from a section, click X to the right of the property. This may not remove the property 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 section further:

    • To add a property, search or browse for the property and select the checkbox next to it.

    • To update the card's name, in the Section editor tab, enter a new section name. This will appear as the section header in the sidebar of the record. You cannot change the About section's name.

Edit the sections in the record sidebar (Professional and Enterprise only)

Users in Professional or Enterprise accounts can also add, remove, and rearrange sections in the record sidebar. You can have a maximum of 30 sections in a sidebar.
  • To add a new section to records, click Add section in the right panel.
  • To add a previously created card with set properties, click the Saved sections tab in the left panel, and select the checkbox next to the card.

  • To rearrange a section, in the right panel, click the blue edge on the section to drag it to a new position.

  • To remove a section, click the section, then click X. The About section cannot be removed.
  • 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:
    • In the left panel, select the Make this section conditional checkbox.
    • Click the Property dropdown menu and select the property that will trigger when the section appears. You can make conditional sections using only the select type properties of contacts, companies, deals, tickets, and custom objects.
    • Click the Value dropdown menu and select values to trigger the section to appear in the record's left sidebar.

Personalize record sidebars for specific teams (Enterprise only)

Users in Enterprise accounts can customize records sidebars by team. This will update the record sidebar for only the primary members of that team.

  • In your HubSpot account, click the settings icon settings in the main navigation bar.

  • In the left sidebar menu, navigate to Objects, then select the object you’d like to create a team sidebar for.

  • Click the Record customization tab.

  • In the Team properties sidebars section, click Create sidebar.

team-properties-sidebar

  • In the left panel, click the object type 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 teams that will be shown this set of sections in the record sidebars they view.

  • You can then continue to create and edit the sections for this specific team view.

  • Once you're done, click Save in the upper right.

  • In the dialog box, click Publish. The team will now see this set of sections in the record sidebar instead of the default sidebar.

  • To view or edit an existing team sidebar, in the table, hover over a sidebar. Click the Actions dropdown menu and select:

    • Edit: make changes to the properties and sections in the editor. When you make a change, click Edit in the dialog box to confirm. Select the Don't show me again checkbox to avoid this message in the future. Once you're done, click Save, then click Publish.

    • View: in the right panel, view the existing properties and sections.

    • Delete: delete the sidebar.

Customize record association cards (Starter, Professional, and Enterprise only)

When your record is associated to another record, it appears in the right panel of that record's view with certain properties.

 
association-card
 

To customize the secondary properties that appear in this section:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.

  • In the left sidebar menu, navigate to Objects, then select the object you’d like to edit the association card for.

  • Click the Record customization tab.

  • In the Cards section, click Choose properties for [object] association cards.

choose-properties-for-association-cards

  • In the right panel, you can preview how the card will appear in associated records.

  • To choose which properties appear in the association card, click the Properties dropdown menus, then select the properties.

  • Click Save.

Customize deal and ticket board cards (Starter, Professional, and Enterprise only)

You can also customize the secondary properties that appear on deal and ticket cards when viewing your records in a board view. 

  • In your HubSpot account, click the settings icon settings in the main navigation bar.

  • In the left sidebar menu, navigate to Objects, then select Deals or Tickets

  • Click the Record customization tab. 

  • Depending on which object you want to edit, click Choose [deal/ticket] properties shown in board view. 

customize-properties-deal-board-view

  • In the right panel, you can preview how the card will appear in the board view. The Deal Name and Ticket Name property will appear by default and cannot be changed. 

  • To choose what properties appear in the board view, click the Properties dropdown menus and select the deal or ticket properties

select-properties-to-appear-in-deal-view

  • Click Save

When you navigate to your deals or tickets index page and switch to the board view, the properties you selected in your settings will appear on the deal or ticket card.