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href="/zh-tw/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="/zh-tw/crm/topics#object-settings"> <span>物件設定</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>自訂記錄</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 id="l10n-disclaimer" class="alert"><strong>請注意：</strong>：這篇文章的翻譯只是為了方便而提供。譯文透過翻譯軟體自動建立，可能沒有經過校對。因此，這篇文章的英文版本應該是包含最新資訊的管理版本。你可以在<a id="l10n-link" href="">這裡</a>存取這些內容。</div> </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="五月 21, 2024" itemprop="datePublished"> <meta content="客戶支援" itemprop="author"> <meta content="https://knowledge.hubspot.com/zh-tw/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">自訂記錄</span></h1> <p class="last-updated">上次更新時間： <span itemprop="dateModified"> <!-- %B Month as locale’s full name, %e day of the month, %Y year --> 十一月 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"> <!-- Enables each SKU type, when applicable --> <!-- Show the product key? --> <!-- Show the main SKU table? --> <div class="article-key-wrapper"> <div class="article-key-header"> <h4>可与下列任何一种<a href="https://knowledge.hubspot.com/zh-tw/billing/where-can-i-find-my-subscription-and-contacts-or-email-send-limit-information-in-hubspot">订阅</a>一起使用，除非有说明：</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">所有產品和版本</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>在每個聯絡人、公司、交易、票證或自訂物件記錄上，都有一些部分顯示訊息，包括屬性值、關聯以及如何在其他工具（例如列表或報告）中使用該記錄。若要向使用者顯示最有用的信息，您可以自訂每個物件的記錄上顯示的配置和資料。</p> <!--more--> <p>例如，如下所示的聯絡人記錄包含以下資訊：</p> <ul><li>在左側側邊欄中，「<em>關於此聯絡人」</em>卡包含基本屬性，以及一個條件<em>服務屬性</em>卡，其中包含與聯絡人首選項相關的屬性。</li><li>在中間欄位中， <em>「概述」</em>標籤包含突出顯示的屬性值和最近的活動， <em>「活動」標籤</em>包含互動時間線，以及<em>「銷售」</em>標籤包含銷售屬性和關聯交易。</li><li>在右側邊欄中，聯絡人的公司、交易和票證關聯、清單成員資格和附件。</li></ul> <p><img alt="customized-record" height="617" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customized-record.gif?width=1200&height=617&name=customized-record.gif" style="height: auto; max-width: 100%; width: 1200px;" width="1200" 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>自訂記錄的佈局和內容</h2> <p>若要選擇在各個聯絡人、公司、交易、票證和自訂物件記錄上顯示哪些數據，您可以自訂每個物件的預設記錄配置。如果您的帳戶有<a href="https://knowledge.hubspot.com/zh-tw/user-management/create-and-manage-teams" rel="noopener" target="_blank">團隊</a>，您也可以<a href="#team-view" rel="noopener">為您的團隊建立獨特的視圖</a>。</p> <p>使用者必須具有<a data-sk="tooltip_parent" delay="150" href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#crm-tools" rel="noopener noreferrer" style="font-style: normal;" target="_blank">自訂記錄頁面佈局</a>或<a data-sk="tooltip_parent" delay="150" href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#super-admin" rel="noopener noreferrer" style="font-style: normal;" target="_blank">超級管理員</a>權限才能自訂記錄。</p> <ul><li>在你的 HubSpot 帳戶中，點擊頂端導覽列中的<span class="ss-icon-font">settings</span>「設定圖示」。</li><li><p>在左側邊欄選單中，導覽至<strong>“物件”，</strong>然後選擇您要編輯記錄檢視的<strong>物件</strong>。</p></li><li><p>按<strong>一下記錄自訂</strong>標籤。</p></li><li>若要編輯預設視圖，請按一下<strong>預設視圖</strong>。此視圖會顯示給不屬於指定團隊的所有使用者。</li></ul> <p><img alt="edit-default-record-view" height="445" loading="lazy" 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" style="height: auto; max-width: 100%; width: 700px; margin-left: auto; margin-right: auto; display: block;" width="700" 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 data-hs-anchor="true" id="team-view"></a> <ul><li>若要建立或編輯<a href="https://knowledge.hubspot.com/zh-tw/user-management/create-and-manage-teams" rel="noopener" target="_blank">團隊</a>視圖（僅限<em>Professional</em>和<em>Enterprise</em> ），請按一下<strong>「建立團隊視圖」</strong> ，或按一下現有視圖的<strong>名稱</strong>。團隊視圖僅顯示給所選<a href="https://knowledge.hubspot.com/zh-tw/user-management/create-and-manage-teams" rel="noopener" target="_blank">團隊</a>中<span style="text-decoration: underline;">主要團隊成員</span>的使用者。<br><ul><li>在編輯器頂部，輸入視圖的<strong>名稱</strong>。</li><li>若要選擇有權存取該視圖的團隊，請按一下右上角的<strong>指派團隊</strong>。在對話框中，選取團隊的<strong>複選框</strong>，然後按一下<strong>「完成」</strong> 。</li></ul></li></ul> <p class="alert"><strong>請注意：</strong>建立團隊視圖時，您將從系統預設值開始，而不是自訂的預設值。如果您想新增自己的預設視圖，則應該複製<a href="#clone-reset-or-delete-a-record-view" rel="noopener">預設視圖</a>。</p> <br> <img alt="team-record-view" height="409" loading="lazy" 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" style="height: auto; max-width: 100%; width: 700px; margin-left: auto; margin-right: auto; display: block;" width="700" 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>建立或更新記錄上顯示的<a href="#cards" rel="noopener">卡片</a>和<a href="#tabs" rel="noopener">標籤</a>。</li><li>點擊右上角的<strong>「儲存」</strong>可隨時儲存進度，或按一下<strong>「儲存並退出」</strong>以儲存變更並離開編輯器。</li></ul> <a data-hs-anchor="true" id="cards"></a> <h2>管理記錄卡</h2> <p>卡片是內容容器，其中包含有關記錄的資料或您可以為記錄採取的操作。您可以<a href="/object-settings/create-cards-on-records" rel="noopener" target="_blank">自訂卡片</a>以顯示特定於位置的信息，或在多個視圖中使用相同的卡片。</p> <p>要管理每列中的卡片：</p> <a data-hs-anchor="true" id="add-card"></a> <ul><li>若要新增卡，請按一下列中的<strong>新增卡</strong>。<br><ul><li>若要新增現有卡，請選取要新增的卡的<strong>複選框</strong>，然後按一下<strong>X</strong>關閉面板。</li><li>若要建立自訂卡，請按一下<strong>建立卡</strong>。了解有關<a href="/object-settings/create-cards-on-records" rel="noopener" target="_blank">設定自訂卡的更多資訊。</a></li></ul></li></ul> <ul><li>若要編輯卡片，請按一下<span class="ss-icon-font notranslate" translate="no">edit</span><strong>編輯</strong>。更新<a href="/object-settings/create-cards-on-records#card-details" rel="noopener" target="_blank">卡的詳細信息</a>，然後按一下<strong>「儲存」</strong> 。</li><li>若要重新排列卡片，請按一下<strong>卡片</strong>並將其拖曳到所需位置。</li><li>若要從列中刪除卡，請按一下<strong>刪除</strong>。刪除後，您仍然可以從<em>新增卡</em>下拉選單中重新新增該卡。</li></ul> <p><img alt="edit-or-remove-card" height="163" loading="lazy" 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" style="height: auto; max-width: 100%; width: 325px;" width="325" 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>若要刪除現有卡，必須先將其<a href="#add-card" rel="noopener">新增至視圖中</a><a href="#add-card" rel="noopener"></a>在編輯器中<a href="#add-card" rel="noopener"></a>。在卡片上，按一下<span class="ss-icon-font notranslate" translate="no">edit</span><strong>編輯</strong>，然後按一下右側面板中的<strong>刪除卡</strong>。在對話方塊中按<strong>一下「刪除」</strong>進行確認。刪除後，該卡將從所有視圖中刪除，並且您將<span style="text-decoration: underline;">無法</span>將該卡新增回記錄中。</li></ul> <p class="alert"><strong>請注意：</strong>系統預設卡的名稱旁邊有（預設），無法編輯或刪除。</p> <br> <img alt="delete-card-record-editor" height="329" loading="lazy" 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" style="height: auto; max-width: 100%; width: 356px; margin-left: auto; margin-right: auto; display: block;" width="356" 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>點擊右上角的<strong>「儲存」</strong>可隨時儲存進度，或按一下<strong>「儲存並退出」</strong>以儲存變更並離開編輯器。</li></ul> <a data-hs-anchor="true" id="tabs"></a> <h2>管理記錄上的選項卡</h2> <p>選項卡將記錄資訊組織到中間列中的單獨群組。每個選項卡都包含帶有有關記錄的特定資料的卡片。例如，預設的<em>「概述」</em>標籤包括資料突出顯示、最近的通訊和關聯卡，而<em>「活動」標籤</em>則包含每個記錄互動的卡。</p> <p>所有 HubSpot 帳戶都可以更改選項卡的順序並重新命名<em>「概述」</em>選項卡，但只有具有<em>Enterprise</em>訂閱的帳戶才能新增或編輯自訂選項卡。</p> <ul><li>若要重新排列選項卡，請按一下<strong>變更選項卡順序</strong>。在右側面板中，按一下並拖曳<strong>標籤</strong>以更新其位置，然後按<strong>一下「儲存」</strong> 。</li></ul> <p><img alt="change-tab-order-middle-column" height="116" loading="lazy" 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" style="height: auto; max-width: 100%; width: 633px; margin-left: auto; margin-right: auto; display: block;" width="633" 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>若要新增分頁（僅限<em>企業</em>），請按一下現有分頁旁的<strong>+</strong> 。在對話方塊中，輸入選項卡的<strong>名稱</strong>，然後按一下<strong>「完成」</strong> 。您最多可以有五個選項卡，包括<span style="font-style: italic;">「概述」</span>選項卡。了解如何<a href="#cards" rel="noopener">新增和編輯卡片</a><a href="https://knowledge.hubspot.com/zh-tw/object-settings/customize-records#add-edit-cards" rel="noopener"></a>在選項卡上。</li></ul> <p><img alt="add-tab-middle-column" height="117" loading="lazy" 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" style="height: auto; max-width: 100%; width: 450px; margin-left: auto; margin-right: auto; display: block;" width="450" 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>若要重新命名或刪除現有選項卡，請導覽至該選項卡，然後按一下<strong>名稱</strong>。在下拉式選單中：<ul><li>若要編輯選項卡的名稱，請按一下<strong>編輯選項卡標籤</strong>，更新標籤，然後按一下<strong>完成</strong>。</li><li>若要刪除選項卡，請按一下<strong>刪除選項卡</strong>，然後在對話方塊中按<strong>一下刪除選項卡</strong>進行確認。</li></ul></li></ul> <p class="alert"><strong>請注意：</strong> <em>“活動”</em>標籤無法編輯或刪除。</p> <br> <img alt="edit-tab-middle-column" height="159" loading="lazy" 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" style="height: auto; max-width: 100%; width: 450px; margin-left: auto; margin-right: auto; display: block;" width="450" 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>點擊右上角的<strong>「儲存」</strong>可隨時儲存進度，或按一下<strong>「儲存並退出」</strong>以儲存變更並離開編輯器。</li></ul> <p>組織好選項卡後，請了解如何<a href="#cards" rel="noopener">管理選項卡上的卡片</a>。</p> <h2>管理使用者存取權限以自訂記錄</h2> <p>預設情況下，個人使用者可以自訂左列屬性清單卡中顯示的屬性，並且可以重新排列左側和右側邊欄中的卡片。使用者編輯卡片屬性或順序時，僅影響其個人視圖，<span style="text-decoration: underline;">不會</span>影響其他使用者。</p> <p>具有<a data-sk="tooltip_parent" delay="150" href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#crm-tools" rel="noopener noreferrer" style="font-style: normal;" target="_blank">自訂記錄頁面佈局</a>或<a data-sk="tooltip_parent" delay="150" href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#super-admin" rel="noopener noreferrer" style="font-style: normal;" target="_blank">超級管理員</a>權限的使用者可以調整單一卡片或完整側邊欄的自訂設定。</p> <h3>財產清單卡</h3> <p>若要允許或限制使用者自訂屬性清單卡的能力：</p> <ul><li>在你的 HubSpot 帳戶中，點擊頂端導覽列中的<span class="ss-icon-font">settings</span>「設定圖示」。}</li><li><p>在左側邊欄選單中，導覽至<strong>“物件”，</strong>然後選擇您要管理其存取權限的<strong>物件</strong>以自訂記錄檢視。</p></li><li><p>按<strong>一下記錄自訂</strong>標籤。</p></li><li>按一下要管理的視圖的<strong>名稱</strong>。</li><li>在屬性清單卡上，按一下<span class="ss-icon-font notranslate" translate="no">edit</span><strong>編輯</strong>，或<a href="#cards" rel="noopener">建立新卡</a>。</li><li>在右側面板中，開啟或關閉<strong>使用者權限</strong>開關。啟用設定後，使用者可以在記錄或記錄預覽中 <a href="/object-settings/customize-properties-in-record-sections" rel="noopener" target="_blank">新增、刪除或重新排序卡的屬性</a>。當設定關閉時，使用者<span style="text-decoration: underline;">無法</span>編輯屬性。</li></ul> <p><img alt="edit-user-permissions-setting-record-editor" height="377" loading="lazy" 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" style="height: auto; max-width: 100%; width: 500px;" width="500" 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>按<strong>一下「儲存」</strong> 。</li></ul> <h3>左側或右側邊欄</h3> <p>若要允許或限制使用者在右側邊欄左側或記錄檢視中對卡片重新排序的能力：</p> <ul><li>在你的 HubSpot 帳戶中，點擊頂端導覽列中的<span class="ss-icon-font">settings</span>「設定圖示」。</li><li><p>在左側邊欄選單中，導覽至<strong>“物件”，</strong>然後選擇您要管理其存取權限的<strong>物件</strong>以自訂記錄檢視。</p></li><li><p>按<strong>一下記錄自訂</strong>標籤。</p></li><li>按一下您要管理的視圖的<strong>名稱</strong>。</li><li>導航至<strong>“設定”</strong>標籤。</li><li>若要編輯使用者編輯側邊欄的權限，請開啟或關閉<strong>開關</strong>。啟用該設定後，使用者可以在查看記錄時對卡片重新排序。關閉後，用戶將無法移動卡片。</li></ul> <p><img alt="user-customization-settings-record-editor" height="309" loading="lazy" 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" style="height: auto; max-width: 100%; width: 700px; margin-left: auto; margin-right: auto; display: block;" width="700" 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>點擊右上角的<strong>「儲存」</strong>可隨時儲存進度，或按一下<strong>「儲存並退出」</strong>以儲存變更並離開編輯器。</li></ul> <h2>克隆、重置或刪除記錄視圖</h2> <p>自訂預設視圖後，您可以克隆它或將其重設為系統預設值。對於團隊視圖，您可以複製或刪除視圖。</p> <ul><li>在你的 HubSpot 帳戶中，點擊頂端導覽列中的<span class="ss-icon-font">settings</span>「設定圖示」。</li><li><p>在左側邊欄選單中，導覽至<strong>“物件”，</strong>然後選擇您要管理其視圖的<strong>物件</strong>。</p></li><li><p>按<strong>一下記錄自訂</strong>標籤。</p></li><li>若要將預設視圖重設為系統預設值，請按一下<span class="ss-icon-font notranslate" translate="no">verticalMenu</span><strong>選單圖標</strong>，然後選擇<strong>重設預設視圖</strong>。在對話方塊中，按一下<strong>「重設視圖」</strong>進行確認。</li><li>若要複製視圖，請按一下<span class="ss-icon-font notranslate" translate="no">verticalMenu</span><strong>選單圖標</strong>，然後選擇<strong>複製視圖</strong>。您將被帶到編輯器以開始自訂新視圖。</li><li>若要刪除團隊視圖，請按一下<span class="ss-icon-font notranslate" translate="no">verticalMenu</span><strong>選單圖標</strong>，然後選擇<strong>刪除視圖</strong>。在對話方塊中，按<strong>一下「刪除視圖」</strong>進行確認。現在將向有權存取該視圖的使用者顯示預設視圖，並且新增至該視圖的自訂卡仍可新增至其他視圖。</li></ul> <p><img alt="manage-preview-views" height="238" loading="lazy" 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" style="height: auto; max-width: 100%; width: 800px; margin-left: auto; margin-right: auto; display: block;" width="800" 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>附加記錄定制</h2> <p>若要進一步自訂您的記錄，請了解如何：</p> <ul><li>建立卡片以顯示<a href="/object-settings/create-cards-on-records" rel="noopener" target="_blank">設定</a>中記錄的資料或<a href="https://developers.hubspot.com/beta-docs/guides/crm/ui-extensions/create" rel="noopener" target="_blank">使用 UI 擴充 (BETA)</a> 。</li><li>自訂<a href="/object-settings/customize-record-previews" rel="noopener" target="_blank">記錄預覽</a>。</li><li>選擇<a href="https://knowledge.hubspot.com/zh-tw/object-settings/select-properties-to-show-on-records-in-board-view" rel="noopener" target="_blank">板視圖中記錄</a>上顯示的屬性。</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"><!-- module html --> <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" 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