View purchased products on contact and company records

By adding the Product history card to the middle column of your contact and company records, you can quickly view information about the products a customer has purchased.

The card displays a table of line items, along with other details including price, quantity, and last purchase date. The line items are populated from the 100 most recent deals and orders associated with the contact or company.

Add the Product history card

To add the Product history card to your contact or company records, you'll first need to customize the middle column:

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

2. In the left sidebar menu, navigate to Objects, then select Contacts or Companies.

3. At the top, click the Record customization tab.

4. Click the view you want to edit (e.g., Default view)
5. At the top, click the tab you'd like to add the card to, or click the add tab to add a new tab (Sales Hub or Service Hub Enterprise only).
   
   
6. Click Add cards.
   
   
7. In the right panel, click the Product library tab.
8. Click + Add on the Product history card.
   
   
9. In the top right, click X to close the right panel.
10. In the top right, click Save and exit.

Use the Product history card

After adding the card to the middle column, you can view the card on your contact or company records.

1. Navigate to your contact or company records:
   • In your HubSpot account, navigate to CRM > Contacts.
   • In your HubSpot account, navigate to CRM > Companies.
2. Click the contact or company name.
3. In the middle column, view the Product history card to see the line items that are associated with the contact or company's most recent 100 deals or orders.
   
   
4. To view orders instead of deals, click the Deal dropdown menu in the upper left of the card, then select Order.
5. Use the search bar to search products.
6. Click the column headers to sort by values in each column. Click and drag a header to resize a column.
7. Use the pagination at the bottom of the card to view paged results.
8. To view a line item's associated deals and orders, click the name of the line item. In the right panel, view more details about the associations that meet the card's filter criteria. For associated deals, click the name of the deal to view the line item on the deal record.

Line items are populated as follows:

• HubSpot will pull in up to 100 line items per deal or order.
• Line items are grouped by name and SKU, meaning HubSpot will combine matching line items to better aggregate the data. For example, a contact purchases four of the same item across four deals, the purchases will be combined into a single line on the table with a quantity of four.
• Multi-currency isn't supported when aggregating line items. If a customer purchases two of a product in USD, and two of the same product in CAD, they will appear in the table as two separate rows.
• Discounts are included in the calculated totals, but fees and taxes aren't.

Please note: if a line item you expect to see does not appear, it may not be associated with any deals or orders linked to the contact or company. Alternatively, it could be from purchases outside the 100 most recent associated deals or orders.