Customize Record Cards in HubSpot Step by Step
Configuring record cards in HubSpot helps you show the most important data at a glance on board views and association panels, so your team can move faster and stay aligned.
This guide walks you through how to create, edit, and manage record cards using only the built-in tools available in your account settings.
What Are Record Cards in HubSpot?
Record cards are small information blocks that appear on board-style views and in association sidebars within your CRM. Each card displays key properties for a record, such as name, status, owner, or any custom field you choose.
On supported objects, record cards can appear in three main places:
- On board views of an object index page (for example, deals or tickets).
- In the right sidebar of a record, showing associated records.
- Within panel right sections, where you see grouped associated objects and custom cards.
By configuring these cards, you decide which properties are visible, in what order, and how much context your team gets without opening full records.
Where You Can Use HubSpot Record Cards
Depending on your subscription level, you can create and use record cards in many HubSpot tools. The exact options depend on object type and whether you use standard or custom objects.
Standard Objects with Record Cards in HubSpot
Record cards commonly appear on these standard CRM objects:
- Contacts
- Companies
- Deals
- Tickets
- Custom objects (if enabled in your account)
On each of these objects, you can configure a default set of properties for cards, and in many cases you can fine-tune cards for specific pipelines as well.
Board Views and Sidebars in HubSpot
Record cards are most visible in two key interfaces:
- Board view: The column-based layout on an index page where records are organized by stage or status.
- Association section: The right-side panel on a record where associated records appear as a list of cards.
Changing card configuration in settings immediately affects how records appear in these areas.
How to Open the HubSpot Record Card Editor
You manage all record card configurations from object settings. Follow these steps to open the editor:
- In your account, click the settings icon in the main navigation.
- In the left sidebar menu, navigate to Objects.
- Select the object you want to configure, such as Contacts, Companies, Deals, Tickets, or a custom object.
- Open the Record customization or similar section, depending on your interface version.
- Look for the area labeled Cards or Record cards to start editing.
Once there, you can change what appears on every card for that object across board views and association panels.
Create and Edit HubSpot Record Cards for Board Views
To control the properties shown on cards in board views, adjust the configuration for the object’s primary card layout.
Steps to Configure Board View Cards in HubSpot
- Open the Cards settings area for your chosen object.
- Locate the section for Board view card or similar wording.
- Click Edit or Customize to open the configuration panel.
- Use the property search or picker to add properties to the card.
- Drag and drop properties to reorder them on the card.
- Remove any property you do not want to display.
- Save your changes so they apply to all users.
The properties you choose should be concise and actionable, such as lifecycle stage, deal amount, ticket priority, or owner. This keeps your columns readable while still providing enough context to make decisions quickly.
Configure HubSpot Record Cards in the Association Sidebar
When you open a record, associated objects appear in the right-side panel. You can customize the cards shown there as well, so users see the most relevant data for each association type.
Steps to Configure Association Cards in HubSpot
- In object settings, locate the Associations or Record sidebar section for the object you are editing.
- Identify the association type you want to edit (for example, deals associated to a company).
- Find the Card or Display properties option for that association.
- Click to edit and open the property selection interface.
- Add or remove properties as needed.
- Reorder properties to prioritize the most important details.
- Save your settings so the new card design appears for all users viewing those associations.
Configured correctly, these cards let your team scan through associated records without expanding every entry, improving both speed and clarity.
Use HubSpot Panel Right Sections with Custom Cards
In some layouts, you can add panel right sections that contain custom cards. These sections appear as grouped blocks of associated data or additional context.
While the exact controls may vary by subscription level and interface version, the general approach is:
- Create or edit a panel right section from object settings.
- Add a custom card or module into that section.
- Select the properties or data to display within the card.
- Arrange the order of sections to highlight critical information first.
This allows advanced customization of how information is presented on each record, using the same card-based approach.
Best Practices for HubSpot Record Card Design
To keep your configuration effective and user-friendly, follow these best practices when designing cards.
Choose the Right Properties
- Limit the number of fields on a card to avoid clutter.
- Prioritize status, stage, owner, and key numeric values.
- Use custom properties only when they provide clear value.
Keep Cards Consistent Across HubSpot Objects
- Use similar property ordering for comparable objects.
- Align naming conventions across cards and pipelines.
- Review cards regularly as your processes evolve.
Test Your Cards with Real Users
- Ask sales, service, and operations teams which properties they rely on.
- Observe how cards look on smaller screens or denser boards.
- Adjust property order based on feedback and usage patterns.
More HubSpot Resources
For a detailed, official walkthrough of card configuration options, including screenshots and the latest interface notes, review the original documentation on creating cards on records: HubSpot knowledge base article.
If you want strategic help designing scalable CRM layouts, automation rules, and reporting around your cards, you can also consult a specialist agency such as Consultevo for implementation and optimization support.
By thoughtfully configuring record cards in your HubSpot CRM, you give every user faster access to the data that matters most, reduce clicks, and create a more intuitive experience across board views, sidebars, and custom panels.
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