Customize the record middle column (BETA)

To more easily access important record information, you can customize the layout and data shown on individual records for each object. On the middle column of a record, there are tabs that group information together and cards on each tab that include specific data or actions. Depending on your subscription, you can customize cards and tabs to include content that is most relevant to your business.

On the example contact record below, there are the default Overview and Activities tabs, as well as a custom Sales tab. On the Sales tab, there are custom cards highlighting sales-specific properties and associated deals.

Edit the middle column's layout and content

You can customize the default layout for all users or set up custom views for specific teams. Users must have Customize middle column layout, Account access, or Super admin permissions to customize a record's middle column.

• 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 you’d like to edit the association card for. 

• Click the Record customization tab.

• Click Customize the middle column.
• To edit the default view, click Default view in the right panel. The default view is displayed to all users who aren't on an assigned team.
• To create or edit a team view (Professional and Enterprise only), click Create team view, or click the name of an existing view. A team view is displayed only to users assigned to the selected team.
• If you're creating or editing a team view (Professional and Enterprise only):
  • At the top of the editor, enter a name for the view.
  • To select the teams who will have access to the view, in the top right, click Assign teams. In the dialog box, select the checkboxes of the teams, then click Done.
• Create or update tabs and cards that are displayed in the middle column.
• Click Save in the top right to save your progress at any time, or click Save and exit to save your changes and leave the editor.

Manage tabs in the middle column

Tabs organize record information into separate groups. Each tab contains cards with specific data about the record. For example, the Overview tab includes cards with property and association information, whereas the Activities tab contains cards for each of the record's interactions.

All HubSpot accounts can change the order of tabs and rename the Overview tab, but only accounts with a Sales Hub or Service Hub Enterprise subscription can add or edit custom tabs.

• Navigate to the middle column editor and select the view you want to edit tabs in.
• To edit rename or delete an existing tab, navigate to the tab, then click the name. In the dropdown menu:
  • To edit the tab's name, click Edit tab label, update the label, then click Done.
  • To delete a tab, click Delete tab, then in the dialog box, click Delete tab to confirm.

Please note: the Activities tab cannot be edited or deleted.

• To rearrange the tabs, click Manage tabs, then select Change tab order. In the right panel, click and drag a tab to update its position, then once you're done, click Save.

• To add a new tab (Sales Hub or Service Hub Enterprise only), click the + icon next to the existing tabs. In the dialog box, enter a name for the tab, then click Done. You can now add and edit cards on the tab.
• Click Save in the top right to save your progress at any time, or click Save and exit to save your changes and leave the editor.

Once you've organized your tabs, learn how to manage the cards on a tab.

Manage cards in the middle column

Cards are containers of content that include data about the record, as well as actions you can take for the record. You can customize cards to display information specific to the tab they're on or use the same cards on multiple tabs.

Types of data cards

There are six types of cards you can include on a tab:

• Association table: displays a table of associated records and the records' properties.
• Association label lists: displays a list of associated records organized by their assigned association label.
• Data highlights: displays the values of up to four of the object's properties.
• Properties: displays a list of up to 12 properties.
• Report: displays a single object report that will automatically filter data based on the current record.
• Stage Tracker: displays the progression of a ticket or deal.

In the following example, the record middle column includes the Data highlights, Associations table, and Report card types.

Add, edit, or delete cards

• Navigate to the middle column editor and select the view you want to add or edit cards in.
• To add card, click on the desired tab, then click Add Cards. In the dropdown menu:
  • To include an existing card in the view, select the checkbox next to the card's name.
  • To create and add a custom card, click Create a new card.

• If you're creating a card, select the card type in the right panel.
  • Enter an internal name and a title for the card. The internal name is only visible to super admins, but the card title is shown on the record. 
  • Depending on the card type, fill in the additional card details: 
    • Association table card: select the associated object to display in the card (e.g., selecting Contacts will show the record's associated contacts), then select the properties to display as columns in the association table. You can include a total of 12 properties in an association table.

• • • Association label list: select the associated object to display in the card (e.g., selecting Contacts will show the record's associated contacts), then select the labels to display in the list.
    • Data highlights card: select the properties to display as a highlighted properties. You can include a total of four properties.

• • • Properties: select the properties to display in the list. You can include a total of 12 properties.
    • Report: select the single object report you want to display.
    • Stage tracker: no additional details required.

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  • To view how your card will appear on the record, click Preview card. You cannot preview a report card.

• • Once you're done, click Save.

• To rearrange the cards, click and drag a card to the desired position.

• To edit a card, click edit Edit. Update the card's details, then click Save.
• To remove a card, click Remove. Once removed, you can still add the card back from the Add card dropdown menu.

• To delete an existing card, click edit Edit, then click Delete card in the right panel. In the dialog box, click Delete to confirm. Once deleted, the card will be removed from all views and you will not be able to add the card back to the record.

Please note: system default cards, which have (default) next to their name, cannot be edited or deleted.

• Click Save in the top right to save your progress at any time, or click Save and exit to save your changes and leave the editor.

Additional record customization

To further customize your records, learn about additional options for editing the appearance and information shown on records:

• Customize the cards shown on the right sidebar of records
• Customize the properties shown for users and teams on the left sidebar of records
• Customize the properties shown in your individual About this [record] section
• Customize deal, ticket, or custom object cards in board view