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name="kb-main-content"></div> </div> <main class="kb-blog-post-body template-centered template-padding"> <div class="body-container--blog-post"> <div id="hs_cos_wrapper_Primary_topic_field" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"></div> <div id="hs_cos_wrapper_module_15971907006672" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <section class="breadcrumb-lang-picker"> <div class="breadcrumb-container"> <nav class="kb-breadcrumbs"> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-core" href="/"> <span>Knowledge Base</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-category" href="/crm"> <span>CRM</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-topic" href="/crm/topics#object-settings"> <span>Object Settings</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow final-breadcrumb-arrow" aria-hidden="true">right</span> <span class="kb-breadcrumbs__item" id="bc-page"> <span>Customize records</span> </span> </nav> </div> </section></div> <div id="hs_cos_wrapper_L10N_Disclaimer" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div class="flex-row" itemscope itemtype="http://schema.org/TechArticle"> <div class="body-container"> <span style="display: none;" itemscope itemprop="publisher" itemtype="http://schema.org/Organization"> <span itemprop="logo" itemscope itemtype="http://schema.org/ImageObject"> <meta content="http://knowledge.hubspot.com/hubfs/assets/hubspot.com/home/2015/Academy.png" itemprop="url"> <meta itemprop="width" content="296"> <meta itemprop="height" content="296"> </span> <meta content="HubSpot Support" itemprop="name"> </span> <meta content="May 21, 2024" itemprop="datePublished"> <meta content="Support" itemprop="author"> <meta content="https://knowledge.hubspot.com/object-settings/customize-records" itemprop="mainEntityOfPage"> <article> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="section post-header"> <h1 itemprop="name headline"><span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text">Customize records</span></h1> <p class="last-updated">Last updated: <span itemprop="dateModified">  November 8, 2024 </span></p> </div> <div id="hs_cos_wrapper_module_16518346644602" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div id="hs_cos_wrapper_Article_product_key" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">    <div class="article-key-wrapper"> <div class="article-key-header"> <h4>Available with any of the following <a href="https://knowledge.hubspot.com/billing/where-can-i-find-my-subscription-and-contacts-or-email-send-limit-information-in-hubspot">subscriptions</a>, except where noted:</h4> </div> <table class="article-key"> <tbody><tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/sprocket-web-color.svg" width="24" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/crm"> <span class="article-key__all-products">All products and plans</span> </a> </td> </tr> </tbody></table> </div> </div> <div class="section post-body" id="post-body" itemprop="articleBody"> <span id="hs_cos_wrapper_post_body" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="rich_text"><p>On each contact, company, deal, ticket, or custom object record, there are sections that display information including property values, associations, and how the record is used in other tools, such as lists or reports. To display the most useful information to your users, you can customize the configuration and data shown on records for each object.</p>  <p>For example, the contact record shown below has the following information:</p> <ul> <li>In the left sidebar, the<em> About this contact</em> card with basic properties, and a conditional <em>Service properties</em> card with properties related to the contact's preferences.</li> <li>In the middle column, an <em>Overview</em> tab with highlighted property values, and recent activities, an <em>Activities</em> tab with a timeline of interactions, and a <em>Sales</em> tab with sales properties and associated deals.</li> <li>In the right sidebar, the contact's company, deal, and ticket associations, list memberships, and attachments.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customized-record.gif?width=1200&height=617&name=customized-record.gif" width="1200" height="617" loading="lazy" alt="customized-record" style="height: auto; max-width: 100%; width: 1200px;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customized-record.gif?width=600&height=309&name=customized-record.gif 600w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customized-record.gif?width=1200&height=617&name=customized-record.gif 1200w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customized-record.gif?width=1800&height=926&name=customized-record.gif 1800w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customized-record.gif?width=2400&height=1234&name=customized-record.gif 2400w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customized-record.gif?width=3000&height=1543&name=customized-record.gif 3000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customized-record.gif?width=3600&height=1851&name=customized-record.gif 3600w" sizes="(max-width: 1200px) 100vw, 1200px"></p> <h2>Customize a record's layout and content</h2> <p>To select which data is shown on individual contacts, companies, deals, tickets, and custom object records, you can customize the default record configuration for each object. If your account has <a href="https://knowledge.hubspot.com/user-management/create-and-manage-teams" rel="noopener" target="_blank">teams</a>, you can also <a href="#team-view" rel="noopener">create unique views for your teams</a>.</p> <p>Users must have <a target="_blank" delay="150" data-sk="tooltip_parent" href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#crm-tools" rel="noopener noreferrer" style="font-style: normal;">Customize record page layout</a> or <a target="_blank" delay="150" data-sk="tooltip_parent" href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#super-admin" rel="noopener noreferrer" style="font-style: normal;">Super Admin</a> permissions to customize a record.</p> <ul> <li>In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</li> <li> <p>In the left sidebar menu, navigate to <strong>Objects, </strong>then select the <strong>object</strong> for which you’d like to edit the record view.</p> </li> <li> <p>Click the<strong> Record Customization</strong> tab.</p> </li> <li>To edit the default view, click <strong>Default view</strong>. This view is displayed to all users who aren't on an assigned team.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-default-record-view.png?width=700&height=445&name=edit-default-record-view.png" width="700" height="445" loading="lazy" alt="edit-default-record-view" style="height: auto; max-width: 100%; width: 700px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-default-record-view.png?width=350&height=223&name=edit-default-record-view.png 350w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-default-record-view.png?width=700&height=445&name=edit-default-record-view.png 700w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-default-record-view.png?width=1050&height=668&name=edit-default-record-view.png 1050w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-default-record-view.png?width=1400&height=890&name=edit-default-record-view.png 1400w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-default-record-view.png?width=1750&height=1113&name=edit-default-record-view.png 1750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-default-record-view.png?width=2100&height=1335&name=edit-default-record-view.png 2100w" sizes="(max-width: 700px) 100vw, 700px"></p> <a id="team-view" data-hs-anchor="true"></a> <ul> <li>To create or edit a <a href="https://knowledge.hubspot.com/user-management/create-and-manage-teams" rel="noopener" target="_blank">team</a> view (<em>Professional</em> and <em>Enterprise</em> only), click <strong>Create team view</strong>, or click the <strong>name</strong> of an existing view. A team view is displayed only to users that are <span style="text-decoration: underline;">main team members</span> on the selected <a href="https://knowledge.hubspot.com/user-management/create-and-manage-teams" rel="noopener" target="_blank">team</a>.<br> <ul> <li>At the top of the editor, enter a <strong>name</strong> for the view.</li> <li>To select the teams who will have access to the view, in the top right, click <strong>Assign teams</strong>. In the dialog box, select the <strong>checkboxes</strong> of the teams, then click <strong>Done</strong>.</li> </ul> </li> </ul> <p class="alert"><strong>Please note:</strong> when creating a team view, you'll start from the system default, not your customized default. If you want to add on to your own default, you should <a href="#clone-reset-or-delete-a-record-view" rel="noopener">clone the default view</a> instead.</p> <br> <img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/team-record-view.gif?width=700&height=409&name=team-record-view.gif" width="700" height="409" loading="lazy" alt="team-record-view" style="height: auto; max-width: 100%; width: 700px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/team-record-view.gif?width=350&height=205&name=team-record-view.gif 350w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/team-record-view.gif?width=700&height=409&name=team-record-view.gif 700w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/team-record-view.gif?width=1050&height=614&name=team-record-view.gif 1050w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/team-record-view.gif?width=1400&height=818&name=team-record-view.gif 1400w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/team-record-view.gif?width=1750&height=1023&name=team-record-view.gif 1750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/team-record-view.gif?width=2100&height=1227&name=team-record-view.gif 2100w" sizes="(max-width: 700px) 100vw, 700px"> <ul> <li>Create or update the <a href="#cards" rel="noopener">cards</a> and <a href="#tabs" rel="noopener">tabs</a> displayed on the record.</li> <li>Click <strong>Save</strong> in the top right to save your progress at any time, or click <strong>Save and exit</strong> to save your changes and leave the editor.</li> </ul> <a id="cards" data-hs-anchor="true"></a> <h2>Manage cards on the record</h2> <p>Cards are containers of content that include data about the record or actions you can take for the record. You can <a href="/object-settings/create-cards-on-records" rel="noopener" target="_blank">customize cards</a> to display information specific to the location or use the same cards in multiple views.</p> <p>To manage cards in each column:</p> <a id="add-card" data-hs-anchor="true"></a> <ul> <li>To add a card, click <strong>Add cards</strong> in the column.<br> <ul> <li>To add existing cards, select the <strong>checkboxes</strong> of the cards you want to add, then click the <strong>X</strong> to close the panel.</li> <li>To create a custom card, click <strong>Create card</strong>. Learn more about <a href="/object-settings/create-cards-on-records" rel="noopener" target="_blank">setting up custom cards.</a></li> </ul> </li> </ul> <ul> <li>To edit a card, click <span class="ss-icon-font notranslate" translate="no">edit</span> <strong>Edit</strong>. Update the <a href="/object-settings/create-cards-on-records#card-details" rel="noopener" target="_blank">card's details</a>, then click <strong>Save</strong>.</li> <li>To rearrange the cards, click and drag a <strong>card</strong> to the desired position.</li> <li>To remove a card from the column, click <strong>Remove</strong>. Once removed, you can still add the card back from the <em>Add card</em> dropdown menu.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-or-remove-card.png?width=325&height=163&name=edit-or-remove-card.png" width="325" height="163" loading="lazy" alt="edit-or-remove-card" style="height: auto; max-width: 100%; width: 325px;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-or-remove-card.png?width=163&height=82&name=edit-or-remove-card.png 163w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-or-remove-card.png?width=325&height=163&name=edit-or-remove-card.png 325w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-or-remove-card.png?width=488&height=245&name=edit-or-remove-card.png 488w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-or-remove-card.png?width=650&height=326&name=edit-or-remove-card.png 650w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-or-remove-card.png?width=813&height=408&name=edit-or-remove-card.png 813w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-or-remove-card.png?width=975&height=489&name=edit-or-remove-card.png 975w" sizes="(max-width: 325px) 100vw, 325px"></p> <ul> <li>To delete an existing card, it must first be <a href="#add-card" rel="noopener">added to the view</a> <a href="#add-card" rel="noopener"></a>in the editor<a href="#add-card" rel="noopener"></a>. On the card, click <span class="ss-icon-font notranslate" translate="no">edit</span> <strong>Edit</strong>, then click <strong>Delete card</strong> in the right panel. In the dialog box, click <strong>Delete</strong> to confirm. Once deleted, the card will be removed from all views and you will <span style="text-decoration: underline;">not</span> be able to add the card back to the record.</li> </ul> <p class="alert"><strong>Please note:</strong> system default cards, which have (default) next to their name, cannot be edited or deleted.</p> <br> <img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/delete-card-record-editor.png?width=356&height=329&name=delete-card-record-editor.png" width="356" height="329" loading="lazy" alt="delete-card-record-editor" style="height: auto; max-width: 100%; width: 356px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/delete-card-record-editor.png?width=178&height=165&name=delete-card-record-editor.png 178w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/delete-card-record-editor.png?width=356&height=329&name=delete-card-record-editor.png 356w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/delete-card-record-editor.png?width=534&height=494&name=delete-card-record-editor.png 534w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/delete-card-record-editor.png?width=712&height=658&name=delete-card-record-editor.png 712w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/delete-card-record-editor.png?width=890&height=823&name=delete-card-record-editor.png 890w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/delete-card-record-editor.png?width=1068&height=987&name=delete-card-record-editor.png 1068w" sizes="(max-width: 356px) 100vw, 356px"> <ul> <li>Click <strong>Save</strong> in the top right to save your progress at any time, or click <strong>Save and exit</strong> to save your changes and leave the editor.</li> </ul> <a id="tabs" data-hs-anchor="true"></a> <h2>Manage tabs on the record</h2> <p>Tabs organize record information into separate groups in the middle column. Each tab contains cards with specific data about the record. For example, the default <em>Overview</em> tab includes data highlights, recent communications, and associations cards, whereas the <em>Activities</em> tab contains cards for each of the record's interactions.</p> <p>All HubSpot accounts can change the order of tabs and rename the <em>Overview</em> tab, but only accounts with an <em>Enterprise</em> subscription can add or edit custom tabs.</p> <ul> <li>To rearrange the tabs, click <strong>Change tab order</strong>. In the right panel, click and drag a <strong>tab</strong> to update its position, then click <strong>Save</strong>.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/change-tab-order-middle-column.png?width=633&height=116&name=change-tab-order-middle-column.png" width="633" height="116" loading="lazy" alt="change-tab-order-middle-column" style="height: auto; max-width: 100%; width: 633px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/change-tab-order-middle-column.png?width=317&height=58&name=change-tab-order-middle-column.png 317w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/change-tab-order-middle-column.png?width=633&height=116&name=change-tab-order-middle-column.png 633w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/change-tab-order-middle-column.png?width=950&height=174&name=change-tab-order-middle-column.png 950w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/change-tab-order-middle-column.png?width=1266&height=232&name=change-tab-order-middle-column.png 1266w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/change-tab-order-middle-column.png?width=1583&height=290&name=change-tab-order-middle-column.png 1583w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/change-tab-order-middle-column.png?width=1899&height=348&name=change-tab-order-middle-column.png 1899w" sizes="(max-width: 633px) 100vw, 633px"></p> <ul> <li>To add a new tab (<em>Enterprise</em> only), click <strong>+</strong> next to the existing tabs. In the dialog box, enter a <strong>name</strong> for the tab, then click <strong>Done</strong>. You can have a maximum of five tabs, including the <span style="font-style: italic;">Overview</span> tab. Learn how to <a href="#cards" rel="noopener">add and edit cards</a> <a href="https://knowledge.hubspot.com/object-settings/customize-records#add-edit-cards" rel="noopener"></a>on a tab.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/add-tab-middle-column.png?width=450&height=117&name=add-tab-middle-column.png" width="450" height="117" loading="lazy" alt="add-tab-middle-column" style="height: auto; max-width: 100%; width: 450px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/add-tab-middle-column.png?width=225&height=59&name=add-tab-middle-column.png 225w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/add-tab-middle-column.png?width=450&height=117&name=add-tab-middle-column.png 450w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/add-tab-middle-column.png?width=675&height=176&name=add-tab-middle-column.png 675w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/add-tab-middle-column.png?width=900&height=234&name=add-tab-middle-column.png 900w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/add-tab-middle-column.png?width=1125&height=293&name=add-tab-middle-column.png 1125w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/add-tab-middle-column.png?width=1350&height=351&name=add-tab-middle-column.png 1350w" sizes="(max-width: 450px) 100vw, 450px"></p> <ul> <li>To rename or delete an existing tab, navigate to the tab, then click the <strong>name</strong>. In the dropdown menu: <ul> <li>To edit the tab's name, click <strong>Edit tab label</strong>, update the label, then click <strong>Done</strong>.</li> <li>To delete a tab, click <strong>Delete tab</strong>, then in the dialog box, click <strong>Delete tab</strong> to confirm.</li> </ul> </li> </ul> <p class="alert"><strong>Please note:</strong> the <em>Activities</em> tab cannot be edited or deleted.</p> <br> <img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-tab-middle-column.png?width=450&height=159&name=edit-tab-middle-column.png" width="450" height="159" loading="lazy" alt="edit-tab-middle-column" style="height: auto; max-width: 100%; width: 450px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-tab-middle-column.png?width=225&height=80&name=edit-tab-middle-column.png 225w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-tab-middle-column.png?width=450&height=159&name=edit-tab-middle-column.png 450w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-tab-middle-column.png?width=675&height=239&name=edit-tab-middle-column.png 675w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-tab-middle-column.png?width=900&height=318&name=edit-tab-middle-column.png 900w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-tab-middle-column.png?width=1125&height=398&name=edit-tab-middle-column.png 1125w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-tab-middle-column.png?width=1350&height=477&name=edit-tab-middle-column.png 1350w" sizes="(max-width: 450px) 100vw, 450px"> <ul> <li>Click <strong>Save</strong> in the top right to save your progress at any time, or click <strong>Save and exit</strong> to save your changes and leave the editor.</li> </ul> <p>Once you've organized your tabs, learn how to <a href="#cards" rel="noopener">manage the cards </a>on a tab.</p> <h2>Manage user access to customize records</h2> <p>By default, individual users can customize the properties shown in property lists cards in the left column, and can rearrange the cards in the left and right sidebars. When users edit properties or the order of cards, it only affects their individual view, and does <span style="text-decoration: underline;">not</span> affect other users.</p> <p>Users with <a target="_blank" delay="150" data-sk="tooltip_parent" href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#crm-tools" rel="noopener noreferrer" style="font-style: normal;">Customize record page layout</a> or <a target="_blank" delay="150" data-sk="tooltip_parent" href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#super-admin" rel="noopener noreferrer" style="font-style: normal;">Super admin</a> permissions can adjust the customization settings for individual cards or full sidebars.</p> <h3>Property list cards</h3> <p>To allow or restrict user ability to customize a property list card:</p> <ul> <li>In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</li> <li> <p>In the left sidebar menu, navigate to <strong>Objects, </strong>then select the <strong>object</strong> for which you’d like to manage access to customize the record view.</p> </li> <li> <p>Click the<strong> Record Customization</strong> tab.</p> </li> <li>Click the <strong>name</strong> of the view you want to manage.</li> <li>On the property list card, click <span class="ss-icon-font notranslate" translate="no">edit</span> <strong>Edit</strong>, or <a href="#cards" rel="noopener">create a new card</a>.</li> <li>In the right panel, toggle the <strong>User permissions</strong> switch on or off. When the setting is on, users can <a href="/object-settings/customize-properties-in-record-sections" rel="noopener" target="_blank">add, remove, or reorder the card's properties</a> on a record or record preview. When the setting is off, users <span style="text-decoration: underline;">cannot</span> edit the properties. </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-user-permissions-setting-record-editor.png?width=500&height=377&name=edit-user-permissions-setting-record-editor.png" width="500" height="377" loading="lazy" alt="edit-user-permissions-setting-record-editor" style="height: auto; max-width: 100%; width: 500px;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-user-permissions-setting-record-editor.png?width=250&height=189&name=edit-user-permissions-setting-record-editor.png 250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-user-permissions-setting-record-editor.png?width=500&height=377&name=edit-user-permissions-setting-record-editor.png 500w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-user-permissions-setting-record-editor.png?width=750&height=566&name=edit-user-permissions-setting-record-editor.png 750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-user-permissions-setting-record-editor.png?width=1000&height=754&name=edit-user-permissions-setting-record-editor.png 1000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-user-permissions-setting-record-editor.png?width=1250&height=943&name=edit-user-permissions-setting-record-editor.png 1250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/edit-user-permissions-setting-record-editor.png?width=1500&height=1131&name=edit-user-permissions-setting-record-editor.png 1500w" sizes="(max-width: 500px) 100vw, 500px"></p> <ul> <li>Click <strong>Save</strong>.</li> </ul> <h3>Left or right sidebars</h3> <p>To allow or restrict user ability to reorder cards in the left of right sidebar or a record view:</p> <ul> <li>In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</li> <li> <p>In the left sidebar menu, navigate to <strong>Objects, </strong>then select the <strong>object</strong> for which you’d like to manage access to customize the record view.</p> </li> <li> <p>Click the<strong> Record Customization</strong> tab.</p> </li> <li>Click the <strong>name</strong> of the view you want to manage.</li> <li>Navigate to the <strong>Settings</strong> tab.</li> <li>To edit user access to edit the sidebar, toggle the <strong>switches</strong> on or off. With the setting on, users can reorder the cards when viewing a record. With the setting off, users will not be able to move the cards.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/user-customization-settings-record-editor.png?width=700&height=309&name=user-customization-settings-record-editor.png" width="700" height="309" loading="lazy" alt="user-customization-settings-record-editor" style="height: auto; max-width: 100%; width: 700px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/user-customization-settings-record-editor.png?width=350&height=155&name=user-customization-settings-record-editor.png 350w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/user-customization-settings-record-editor.png?width=700&height=309&name=user-customization-settings-record-editor.png 700w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/user-customization-settings-record-editor.png?width=1050&height=464&name=user-customization-settings-record-editor.png 1050w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/user-customization-settings-record-editor.png?width=1400&height=618&name=user-customization-settings-record-editor.png 1400w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/user-customization-settings-record-editor.png?width=1750&height=773&name=user-customization-settings-record-editor.png 1750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/user-customization-settings-record-editor.png?width=2100&height=927&name=user-customization-settings-record-editor.png 2100w" sizes="(max-width: 700px) 100vw, 700px"></p> <ul> <li>Click <strong>Save</strong> in the top right to save your progress at any time, or click <strong>Save and exit</strong> to save your changes and leave the editor.</li> </ul> <h2>Clone, reset, or delete a record view</h2> <p>Once you've customized a default view, you can clone it or reset it to the system default. For team views, you can clone or delete the views.</p> <ul> <li>In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</li> <li> <p>In the left sidebar menu, navigate to <strong>Objects, </strong>then select the <strong>object</strong> for which you’d like to manage views.</p> </li> <li> <p>Click the<strong> Record Customization</strong> tab.</p> </li> <li>To reset the default view to the system default, click the <span class="ss-icon-font notranslate" translate="no">verticalMenu</span> <strong>menu icon</strong>, then select <strong>Reset default view</strong>. In the dialog box, click <strong>Reset view</strong> to confirm.</li> <li>To clone a view, click the <span class="ss-icon-font notranslate" translate="no">verticalMenu</span> <strong>menu icon</strong>, then select <strong>Clone view</strong>. You'll be brought to the editor to begin customizing the new view.</li> <li>To delete a team view, click the <span class="ss-icon-font notranslate" translate="no">verticalMenu</span> <strong>menu icon</strong>, then select <strong>Delete view</strong>. In the dialog box, click <strong>Delete view</strong> to confirm. Users with access to that view will now be shown the default view, and custom cards added to that view will still be available to add to other views.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/manage-preview-views.gif?width=800&height=238&name=manage-preview-views.gif" width="800" height="238" loading="lazy" alt="manage-preview-views" style="height: auto; max-width: 100%; width: 800px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/manage-preview-views.gif?width=400&height=119&name=manage-preview-views.gif 400w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/manage-preview-views.gif?width=800&height=238&name=manage-preview-views.gif 800w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/manage-preview-views.gif?width=1200&height=357&name=manage-preview-views.gif 1200w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/manage-preview-views.gif?width=1600&height=476&name=manage-preview-views.gif 1600w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/manage-preview-views.gif?width=2000&height=595&name=manage-preview-views.gif 2000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/manage-preview-views.gif?width=2400&height=714&name=manage-preview-views.gif 2400w" sizes="(max-width: 800px) 100vw, 800px"></p> <h2>Additional record customization</h2> <p>To further customize your records, learn how to:</p> <ul> <li>Create cards to display data on records in <a href="/object-settings/create-cards-on-records" rel="noopener" target="_blank">your settings</a> or <a href="https://developers.hubspot.com/beta-docs/guides/crm/ui-extensions/create" rel="noopener" target="_blank">with UI extensions (BETA)</a>.</li> <li>Customize <a href="/object-settings/customize-record-previews" rel="noopener" target="_blank">record previews</a>.</li> <li>Select the properties displayed on <a href="https://knowledge.hubspot.com/object-settings/select-properties-to-show-on-records-in-board-view" rel="noopener" target="_blank">records in board view</a>.</li> </ul></span> <div class="blog-post-topic-wrapper" style="display: none;"> <span class="tag-name">CRM</span> <span class="tag-name">records</span> <span class="tag-name">Object Settings</span> </div> <span id="hs_cos_wrapper_Optional_Bottom_of_post_CTA" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"></span> </div> </div> </div> </div> </div> <div id="hs_cos_wrapper_lightbox" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div id="kb-lightbox" class="kb-lightbox cl-modal -light" role="dialog" aria-modal="true" aria-label="dialog with carousel of images"> <div class="cl-lightbox cl-modal-backdrop" data-cl-modal="close"> <div class="cl-lightbox-content-container"> <button class="cl-round-button cl-lightbox-close" data-cl-modal="close" aria-label="close dialog"> <svg class="cl-icon" aria-hidden="true"> <use href="#close" /> </svg> </button> <div class="cl-lightbox-content -image"> <div class="cl-loading -regular -secondaryDark"> <svg class="cl-loading-svg" viewbox="0 0 50 50" aria-hidden="true"> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5"></circle> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5" class="cl-loading-animated"></circle> </svg> </div> <img id="image-lightbox" alt="" src=""> </div> </div> <div> </div></div> </div></div></article> <div id="hs_cos_wrapper_module_15971280583729" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><section id="page-feedback" class="page-feedback"> <form id="page-feedback__form"> <fieldset id="page-feedback__sentiment" class="page-feedback__form-field"> <legend>Was this article helpful?</legend> <input type="radio" name="kb_was_this_page_helpful" id="helpful" value="Yes" required><label for="helpful">Yes</label> <input type="radio" name="kb_was_this_page_helpful" id="unhelpful" value="No" required><label for="unhelpful">No</label> </fieldset> <div id="page-feedback__reveal" hidden> <fieldset id="page-feedback__main-issue" hidden class="page-feedback__form-field radio-input radio-input--inline"> <legend>Thanks for letting us know. 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