Skip to content
Contacts

View and customize record overviews (BETA)

Last updated: September 30, 2022

In Beta

Applies to:

All products and plans

In the middle column of a record, you can access a timeline of the record's activities and a summary of record information on the Overview tab. Accounts with Professional and Enterprise subscriptions can customize the Overview tab, by selecting which data is shown for each object and on each card, or creating custom views for specific teams.

View a record overview

To access overview information on a record:

  • Navigate to your records:
    • Contacts: In your HubSpot account, navigate to Contacts > Contacts.
    • Companies: In your HubSpot account, navigate to Contacts > Companies.
    • Deals: In your HubSpot account, navigate to Sales > Deals.
    • Tickets: In your HubSpot account, navigate to Service > Tickets.
    • Custom objects: In your HubSpot account, navigate to Contacts > [Custom object]. If your account has more than one custom object, hover over Custom Objects, then select the custom object you want to view.
  • In the middle column, click the Overview tab.

click-overview-tab

  • On the data highlights card, view properties that provide high-level information about the record. By default, this card displays the following properties: Create date, Last activity date, Lifecycle stage (Contacts and Companies), Deal stage (Deals), and Ticket status (Tickets).
  • On the Recent communications card, view the most recent calls, emails, or meetings logged on the record. Click an activity to view more information about the interaction. A maximum of five activities are displayed on the card.
  • On each object's association table card, view columns of information about the record's associations. In the table:
    • Click the name of an associated record to navigate to that record.
    • Click a column header to sort the records based on the property values in the column.
  • To edit the Overview tab's configuration (Professional and Enterprise only), click settings Customize overview tab. You'll be brought to the record customization settings, where you can customize the cards displayed on the tab for that object.
  • To edit the information shown on a specific card (Professional and Enterprise only), click the settings settings icon on the top right of the card. You'll be brought to the record customization settings, where you can customize the data highlights card or association tables for that object.

customization-buttons

Customize record overviews (Professional and Enterprise only)

In accounts with Professional and Enterprise subscriptions, you can select the information shown as cards on the Overview tab, and edit the order in which the cards appear. You can also decide which properties to display in the data highlights cards, and set up the properties displayed on association table cards. These components can be set up for all users in the account and for members of specific teams.

Users must have Account access permissions in order to customize Overview tab configurations and cards.

Customize the cards shown on record overviews

You can select which data cards you want to display on the record overview for each object. You can set up an account-wide default view that will be displayed to all users, or create custom views for specific teams.

  • Click settings Customize overview tab on a record, or navigate to your settings:
    • 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 overview.
    • Click the Record customization tab.
    • Click Customize the overview tab.
  • To customize the account-wide overview tab for the object:
    • In the right panel, click Edit default tab view.
    • The cards that currently appear on the Overview tab 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.
      • To reorder the cards, click a card and drag it to a new position.
    • Once you’re done, click Save at the bottom of the panel. The tab configuration will now be shown to all users in the account, unless they've been assigned to a custom team view.

default-overview-tab

  • To customize an Overview tab view for specific teams:
    • In the right panel, click Create team view.
    • Enter a name for the view.
    • Click the Assigned teams dropdown menu, then select the teams that should have access to the view.
    • Edit the cards and their order:
      • To add a card, click Add card, then select an option from the dropdown menu.
      • To reorder the cards, click a card and drag it to a new position.
      • To remove a card, click Remove.
      • Once you’re done, click Save at the bottom of the panel. Primary members of the selected teams will now have access to the custom view.

team-overview-tab

  • To edit an existing team view, click the name of the view, edit the name and card configuration, then click Save.
  • To delete an existing team view, click the delete Delete icon next to the view.

Customize the properties shown on data highlights cards

By default, at the top of the Overview tab, there's a card that displays high-level property information for the record. If you choose to include the highlights card on an Overview tab, you can edit which properties are displayed to all users, or to members of specific teams.

data-highlights-card-updated

  • Click the settings settings icon on the data highlights card on a record, or navigate to your settings:
    • 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 data highlights card.
    • Click the Record customization tab.
    • Click Customize data highlights.
  • To customize the account-wide data highlights view for the object:
    • In the right panel, click Edit default data highlights.
    • You'll be brought to the card editor. In the right panel of the editor, you can view a preview of the data highlights card.
    • In the left panel of the editor:
      • Click the dropdown menus and select the properties you want to display.
      • To add a property, click Add property, then select a property from the dropdown menu. You can include up to four properties.
      • To remove a property, click the delete Delete icon.
      • To reorder the properties, click and drag a property to a new position.
    • Once you're done, click Save changes in the top right. The data highlights configuration will now be shown to all users in the account, unless they've been assigned to a custom team view.

edit-properties-data-highlights-card

  • To create a custom data highlights view for specific teams:
    • In the right panel, click Create highlights.
    • You'll be brought to the card editor. In the right panel of the editor, you can view a preview of the data highlights card.
    • At the top of the editor, enter a name for the view.
    • In the left panel of the editor:
      • Click the Assigned teams dropdown menu and select the teams you want to assign the custom card.
      • To add a property, click Add property, then select a property from the dropdown menu. You can include up to four properties.
      • To remove a property, click the delete Delete icon.
      • To reorder the properties, click and drag a property to a new position.
    • Once you're done, click Publish in the top right. Primary members of the selected teams will now have access to the custom data highlights card.
  • To edit an existing team view, click the name of the view, edit the name and properties, then click Save changes.
  • To delete an existing team view, click the delete Delete icon in the table. In the dialog box, click Delete view to confirm.

Customize the columns shown on record association tables

By default, there are cards on the Overview tab that display information about the record's associations. These cards are separated by object and show columns of property information for each associated record of that object. If you choose to include association table cards on your overviews, you can select which properties should be displayed in the columns for all users or for specific teams.

association-tables-updated

  • Click the settings settings icon on the table card on a record, or navigate to your settings:
    • 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 association table card. For the object you select, you're customizing how its association table will appear on records of other objects (i.e., if you select contacts, you're customizing which properties display for contacts on the Overview tab of associated company, deal, ticket, or custom object records).
    • Click the Record customization tab.
    • Click Customize association tables.
  • To customize the account-wide association table for the object:
    • In the right panel, click Edit default association table.
    • You'll be brought to the card editor. In the right panel of the editor, you can view a preview of the association table.
    • In the left panel of the editor:
      • Click the dropdown menus and select the properties you want to display. 
      • To add a property, click Add property, then select a property from the dropdown menu. You can include up to ten properties.
      • To remove a property, click the delete Delete icon.
      • To reorder the properties, click and drag a property to a new position.
    • Once you're done, click Save changes in the top right. The association table will now be shown to all users in the account, unless they've been assigned a custom team view.
  • To create a custom association table view for specific teams:
    • In the right panel, click Create table.
    • You'll be brought to the card editor. In the right panel of the editor, you can view a preview of the association table.
    • At the top of the editor, enter a name for the view.
    • In the left panel of the editor:
      • Click the Assigned teams dropdown menu and select the teams you want to assign the custom card.
      • To add a property, click Add property, then select a property from the dropdown menu. You can include up to ten properties.
      • To remove a property, click the delete Delete icon. Certain properties (e.g., First Name, Last Name for contacts) are required by default and cannot be removed.
      • To reorder the properties, click and drag a property to a new position.
    • Once you're done, click Publish in the top right. Primary members of the selected teams will now have access to the custom association table.

team-association-table

  • To edit an existing team view, click the name of the view, edit the name and properties, then click Save changes.
  • To delete an existing team view, click the delete Delete icon in the table. In the dialog box, click Delete view to confirm.
Was this article helpful?
This form is used for documentation feedback only. Learn how to get help with HubSpot.