Users must have Account and Edit property settings permissions to customize the cards.
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In your HubSpot account, click the settings settings icon in the main navigation bar.
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In the left sidebar menu, navigate to Objects, then select the object you’d like to edit the association card for.
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Click the Record customization tab.
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Click Customize [object] association cards.
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In the right panel, you can preview how the card will appear on associated records.
- To choose which properties are displayed, click the Properties dropdown menus, then select the properties.
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Click Save.
For additional record customization, learn how to set up default properties sidebars and customize the properties shown on records in board view.