Last updated: March 27, 2024
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When viewing records on an object home page or on associated records, you can preview a record to quickly view and edit the record’s properties, associations, and activities without leaving the page.
You can also customize the information shown on the preview sidebar for each object.
Preview a record on an object home page
To preview a record in list view of an object's home page:
- Navigate to your records:
- Contacts: In your HubSpot account, navigate to CRM > Contacts.
- Companies: In your HubSpot account, navigate to CRM > Companies.
- Deals: In your HubSpot account, navigate to CRM > Deals.
- Tickets: In your HubSpot account, navigate to CRM > Tickets.
- Custom objects: In your HubSpot account, navigate to CRM, then select the custom object.
- In the list view, hover over a record and click Preview. In the board view, click the record card.
- In the right panel, by default, the record’s About section properties, pinned, recent, or upcoming activities, associations, and attachments are displayed, but you can customize the default and team preview sidebar views in your object settings.
- Click a header to collapse or expand a section.
- To edit the record’s properties, click the property, enter or a select a new value, then click Save at the bottom of the panel.
- To view and manage the record’s activities:
- To add an activity to the record, at the top, click the icon for the activity you want to create or log. Enter the activity's details in the editor, then save.
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- Navigate to the Pinned activity, Recent activities, and Upcoming activities cards to view relevant activities. To update which activities are displayed in the Recent and Upcoming activities sections, click the Filter by dropdown menu, then select the checkboxes of the activities you want to view.
- To view more details about a specific activity, click Show more on the activity card. To update the activity, below the activity's full details, click View on the record. You’ll be navigated away from the home page to the activity on record, where it can be edited or deleted.
- To view and manage the record’s associations:
- To view the record’s associations, scroll down to the object association cards. Click the name of an associated record to navigate to that record.
- To add an association, navigate to the object’s association card, then click +Add.
- To add an attachment, navigate to the Attachments card, then click Add. Choose an existing attachment or upload a new file.
- To view the full record, click View record at the bottom of the panel. You’ll be navigated away from the object home page to the record.
- To close the preview, click the X in the top right of the panel.
Preview an associated record
While viewing a record, to preview an associated record:
- Navigate to your records:
- Contacts: In your HubSpot account, navigate to CRM > Contacts.
- Companies: In your HubSpot account, navigate to CRM > Companies.
- Deals: In your HubSpot account, navigate to CRM > Deals.
- Tickets: In your HubSpot account, navigate to CRM > Tickets.
- Custom objects: In your HubSpot account, navigate to CRM, then select the custom object.
- Click the name of a record.
- In the right sidebar, hover over an associated record, then click Preview.
- From the sidebar, you can edit properties, activities, and attachments.
- To view the full record, click View record at the bottom of the panel. You’ll be navigated to the associated record.
- To close the preview, click the X in the top right of the panel.
The preview sidebar shown for associated records is the same shown when previewing a record from the object home page. Learn how to customize default and team preview sidebars for each object.
