Set up default properties sidebars

The properties 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 for each object. Individual users 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.

When you customize the default properties sidebar for an object, the properties that appear on the left sidebar of the object's records will be consistent for all users in your HubSpot account.

• In your HubSpot account, click the settings icon in the main 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.).

• 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.

  
  
• 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.
  
• 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)

If your account has an 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 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.
• 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 your HubSpot account, click the settings icon in the main 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.).

• 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.

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