Set up default properties sidebars

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

To further customize your records, learn how to select the properties displayed on record association cards and on records in board view. If your account has a Professional or Enterprise subscription, you can also set up default right sidebars.

Select properties to show in a default record sidebar

The properties sidebar on a record consists of the default About section and any custom sections you've created. You can edit which properties appear and how they're organized in these sections. 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 view, but can reset their view to access the account-wide default instead.

• 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. If your account has an Enterprise subscription, learn how to create a default sidebar for specific teams.

• In the right panel, you can view the existing properties shown in the sidebar.

• To edit the properties that appear, at the bottom of the panel, click Edit. 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.

• 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 or the name of an existing team sidebar.
• 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.
• Once you've made all your changes, in the upper right, click Save.

Make a record sidebar section conditional (Enterprise only)

• On the Record Customization tab, click Customize the left sidebar or the name of an existing team sidebar.
• 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, which have pre-defined options, such as checkbox, radio select, or dropdown select properties.

• 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.

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

Users in Enterprise accounts can also create custom record sidebars for specific teams. This will update the record sidebar for only the primary members of that team.

• 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.

To create a new sidebar:

• In the Record sidebars section, click Create sidebar.

• 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 team will now be shown the custom record sidebar instead of the default sidebar.

To view, edit, or delete an existing team sidebar:

• In the table, hover over a sidebar. Click the Actions dropdown menu and select from the following:

• • Edit: make changes to the 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.

  • View: in the right panel, view the existing properties and sections.

  • Delete: delete the sidebar.