Showing properties of associated objects on a record

Customising your records overview tab to show specific properties of associated objects

1. In your HubSpot account, navigate to Settings ⚙️> Objects > Contacts (or other objects that you want to customise) > Record Customisation > 
   Customize the middle column
2. You'll see two options here
   1. if you want to apply this change account-wide, choose Default view
   2. if you want to apply this to users of specific teams only, choose Create team view
      
3. Next, add a card
   
4. Create card
   
5. Association table
   
6. Name the card
   
7. Choose the Object Type you'd like to be shown on the record
   
8. Next, choose the properties that you'd like to be displayed as columns in this card. eg:
   
9. Next, setup filters by clicking Manage filters > Add filter
   
   
   
10. Similar to lists and reports, you can use this filter to specify your criteria for the record to appear to this card. eg: I'd only like to show data on this table if the associated deal's stage is
    1. on closed lost stage
    2. and the reason for loss is known
       The filter will look like this:
       
11. Update the quick filters if needed - these are filters you can use on the card if you want to filter it further when viewing a record
    
    
12. You can set how you'd like the table to be sorted
    
13. Save your card
14. Finally, re-order your cards if needed
    
    
    
    

Here's an example custom deal card on a contact record showing deals' closed lost reasons: