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Customize the left sidebar of records

Last updated: May 21, 2024

Available with any of the following subscriptions, except where noted:

All products and plans

The sidebar on the left side of a record displays properties and the record's values for those properties. Users with Account or Edit property settings permissions can customize which properties and sections appear on records by default for new users. Each individual user can also customize their own About this [object] section to display additional properties beyond those included by default.

To further customize your records, learn how to:

Please note: there's a new record editor that enables you to customize the full record, including the left sidebar, right sidebar, and middle column. The updated editor is currently in public beta and will be rolled out soon to replace the separate editors. If you have access to the beta, refer to this article for instructions to customize your records. If you'd like to gain access to the most up to date features, you can opt your account into the Unified Record Page Editor beta.

Select properties to show in the default left sidebar

The properties sidebar on a record includes the default About section and any custom sections you've created. You can edit which properties appear and how they're organized. You can select up to 300 properties to include in the About section. For Professional or Enterprise accounts with custom sections, you can include up to 50 properties in each section.

Once you customize the default sidebar for an object, it will apply to all new users in your HubSpot account. Existing users will continue to see their own customized About section, but can reset their view to access the account-wide default About section instead.

  • In your HubSpot account, click the settings settings icon in the top navigation bar.
  • In the left sidebar menu, navigate to Objects, then select the object you’d like to edit the record sidebar for (e.g., Contacts, Companies, etc.).

  • Click the Record Customization tab.

  • Click Customize the left sidebar.

  • In the right panel, click Edit default view. If your account has a Professional or Enterprise subscription, learn how to create a default sidebar for specific teams.

  • Depending on your subscription, you can edit the properties in a section or create and edit sections.
  • To edit the properties in an existing section: 
    • In the editor's right panel, click the section you want to edit. 

    • To change the order of properties, 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. If you're editing the About section, this will not remove the property for users that included it when customizing their own section.

    • To add a property, in the left panel, search for a property and select the checkbox. To create and add a new property, in the dropdown menu, click Create property. In the right panel, create your property.

edit-sidebar-section

  • Once you've made all your changes, in the upper right, click Save.

Add, edit, or remove custom sections in a record sidebar (Professional and Enterprise only)

Users in Professional or Enterprise accounts can also add, edit, remove, and rearrange sections in the record sidebar. You can include a maximum of 30 sections in a sidebar.

Please note: custom sections are not supported in the iOS mobile app. Only the customized About section will appear in the iOS mobile app. If you're using the Android mobile app, both the About section and custom sections are supported.

  • On the Record Customization tab, click Customize the left sidebar.
  • In the right panel, to edit the default sidebar, click Edit default view. To edit an existing team sidebar, click the name of the team view.
  • To add a new section, in the right panel, click Add section. In the left panel, enter a name for the section. The name will appear as the section's header in the sidebar.
  • To remove a section, in the right panel, click the section, then click X. The About section cannot be removed.
  • To add a previously created section, click the Saved sections tab, and select the checkbox next to the section's name. Navigate back to the Section editor tab to edit the section's name and properties. You cannot change the About section's name.
  • To rearrange the sections, in the right panel, click the handle and drag it to a new position.

edit-custom-section-sidebar

  • Once you've made all your changes, in the upper right, click Save.

Make a record sidebar section conditional (Professional and Enterprise only)

If your account has a Professional or Enterprise subscription, you can make a section in the record appear only if the record has a specified value for a property. If you're adding or editing a section:
  • On the Record Customization tab, click Customize the left sidebar.
  • In the right panel, to edit the default sidebar, click Edit default view. To edit an existing team sidebar, click the name of the team sidebar view.
  • Click the section you want to edit.
  • In the left panel, select the Make this section conditional checkbox.
  • Click the Property dropdown menu and click the select type property that will trigger whether the section appears.

Please note: you can only make conditional sections using select type properties with pre-defined options (e.g., checkbox, radio select, dropdown select). For certain default single checkbox type properties, triggering conditional sections is not supported, so they will not appear in the Property dropdown menu.


  • Click the Value dropdown menu and select from the defined values that will trigger the section to appear.
  • Once you've made all your changes, in the upper right, click Save.

conditional-section-setup

Create and edit default record sidebars for specific teams (Professional and Enterprise only)

Users in Professional and Enterprise accounts can also create custom record sidebars for specific teams. Team views will still show the account's default About section, but you can include custom sections that will only appear for the main members of the selected teams.

Please note: any changes you make to the About this [object] section while editing a team view will also update the account's default About section for that object.

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

  • In the left sidebar menu, navigate to Objects, then select the object you’d like to create a team sidebar for (e.g., Contacts, Companies, etc.).

  • Click the Record Customization tab.

  • Click Customize the left sidebar. In the right panel, you can create, edit, or delete team views.

  • To create a new sidebar:
    • Click Create team view.
    • At the top, click the name or the edit pencil icon to update the name for the team sidebar.

    • Below the name, click the dropdown menu and select the teams that will be shown the sidebar.

    • Once you're done editing the properties and sections, click Save in the upper right.

    • In the dialog box, click Publish. The main members of the team will now be shown the custom record sidebar instead of the default sidebar.
  • To edit a team sidebar, click the name of the sidebar view.
    • Make changes to the name, assigned teams, or 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.
  • To delete a team view, click the delete Delete icon next to the view's name. In the dialog box, click Delete view to confirm.
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