topic Re: Displaying Line Items on Company Side Bar in CRM

Displaying Line Items on Company Side Bar

CarolineO — Thu, 10 Dec 2020 10:44:40 GMT

We are really struggling with Line Items. We want them to display on the Company side bar so that Customer team can easily see which products a customer has bought but there doesn't seem to be any way to do this. You have to click into the deal to view the data. Has anyone found a way around this?

Re: Displaying Line Items on Company Side Bar

karstenkoehler — Fri, 11 Dec 2020 07:39:08 GMT

Hi @CarolineO,

Here's a workaround until HubSpot does this natively.

First, create a custom company property of type Checkboxes (Select multiple options), let's assume it's called Line items (company). All your line items should be created as values in this property: Line item 1, Line item 2, Line item 3...

Next, you'd create a deal-based workflow. For this workaround, you need to create one workflow per line item.

Deal enrollment trigger: At least one associated Line Item has Name is equal to any of Line item 1

# The SKU field would also be a suitable trigger.

Set property value: Append a company property Line items (company) of the associated companies with Line item 1

# It's important that you do not just set the value, it has to be appended. Otherwise, HubSpot will overwrite existing values.

With one workflow per line item, each one will append their values to the new custom property. All line items associated with a company should now show up neatly in this one field.

Lastly, you'd move this new custom property into the company sidebar so that it's easily visible for your customer team.

This workaround becomes very laborious if you have a large number of products. If that's the case, you might want to build a workflow for groups of line items instead of single items. Let me know if you need screenshots or more detailed information on any of these steps.

(Also keep in mind that this field will not update when companies stop using a certain product or cancel a service.)

Best regards!

Re: Displaying Line Items on Company Side Bar

CarolineO — Fri, 11 Dec 2020 09:27:34 GMT

Hey Karsten

Thanks for this really helpful. We do have a lot of products but this is better than no solution. I hope that Hubspot does this natively!

Caroline

Re: Displaying Line Items on Company Side Bar

MCisneros — Mon, 09 Aug 2021 22:31:06 GMT

@karstenkoehler do you also have a workflow for when a product is canceled and needs to be removed from a company?

Re: Displaying Line Items on Company Side Bar

DaviCamas — Wed, 03 Nov 2021 15:29:19 GMT

@MCisneros I have the same issue, the only way I found was by API. But is very painful to need a dev to do changes and updates in the API every time.

Re: Displaying Line Items on Company Side Bar

axusminul — Mon, 29 Nov 2021 21:58:06 GMT

Hi @Anonymous ,

How would you do this for groups of products? If a company has ever purchased LINE ITEM A and B and C, then I'd like a company checkbox called "Category 1" to be checked, and that to show on the company page.

Appreciate it if you can help me on this one!

Re: Displaying Line Items on Company Side Bar

MortenL — Tue, 14 Jun 2022 12:38:40 GMT

We need exact the same. Very annoying that our client cannot make a list of the clients that have bought a certain product.

Re: Displaying Line Items on Company Side Bar

MrBean — Wed, 28 Jun 2023 17:09:53 GMT

Seems like line items should inherit associations to the primary companies on deals.

Re: Displaying Line Items on Company Side Bar

kvlschaefer — Thu, 29 Jun 2023 08:42:53 GMT

Hi @MrBean,

Thank you for your feedback.

Other customers have requested this feature in our Ideas forum: link here.

Our product team uses the Ideas Forum to collect customer feedback on how we can improve the product for our customers. They pay particular attention to the top-voted ideas. It would be great if you could support the request with an upvote and leave your feedback in the comments. Thank you!

Best,

Kristen

Re: Displaying Line Items on Company Side Bar

courtney_hickey — Thu, 29 Jun 2023 18:07:18 GMT

We need this so badly! We're doing the same workaround as above but it is not a great proxy and is very time consuming.

Re: Displaying Line Items on Company Side Bar

kvlschaefer — Fri, 30 Jun 2023 08:34:53 GMT

Hi @courtney_hickey,

Thank you for your feedback.

I would highly encourage you to upvote this related feature request in the Ideas Forum and comment in the thread if you haven't done so yet.

Our product team who monitors the forum regularly will be able to read for your feedback and take it into account for potential product development. Thank you!

Best,

Kristen

Re: Displaying Line Items on Company Side Bar

WinnieHien — Tue, 16 Jul 2024 17:10:04 GMT

This feature is now live. Add it to your record middle column. KB article here.

2/5/24 Update: This feature is now in public beta. Access it via Product Updates in your HubSpot portal.

Edit: This feature is in a Private Beta. You can enroll by following this link and clicking "Request Beta".

Hi Caroline,

I'm from the HubSpot Product team. We're introducing a new card to view products (line items) from the Contact or Company record. No need to jump to the associated deal then look up the line items deal by deal anymore to see the full view.

You’re able to use this card with Deals, Orders, or Invoices on the middle panel. It looks at the last 100 Deals, Orders or Invoices and gives you an aggregated view. ~~If you or anyone in this thread is interested in this private beta, send me a DM with your email and I'll give you an orientation of the feature and invite you to the beta.~~

Winnie

Re: Displaying Line Items on Company Side Bar

axusminul — Sat, 28 Oct 2023 17:29:16 GMT

Hi Winnie,

I am definitely interested in this beta!!!

Thanks,
Minul

Re: Displaying Line Items on Company Side Bar

WinnieHien — Mon, 30 Oct 2023 16:39:21 GMT

I sent you a DM with details on how to enroll in the beta. 🙂 Thanks for reaching out!

Re: Displaying Line Items on Company Side Bar

MBouchard1 — Wed, 15 Nov 2023 00:24:42 GMT

Thank you for this. I'm a solution partner and my client absolutely need this. Can we join the BETA please??

Re: Displaying Line Items on Company Side Bar

MBouchard1 — Wed, 15 Nov 2023 00:34:28 GMT

Could I apply this to a custom object??

Re: Displaying Line Items on Company Side Bar

MortenL — Wed, 15 Nov 2023 07:46:00 GMT

Hi Winnie

We would like to be enrolled in this beta. Thanks.

Re: Displaying Line Items on Company Side Bar

D_ARICI — Tue, 28 Nov 2023 21:02:51 GMT

Hi Winnie, great news. We'd like to be enrolled in this Beta, too.

Re: Displaying Line Items on Company Side Bar

WinnieHien — Wed, 29 Nov 2023 17:48:12 GMT

Not yet. We only pull in line items associated to Deals, Orders, or Invoices.

Orders and Invoices are new HubSpot native objects that are accessible through integrations-only at the moment.

We'll monitor for demand for Custom Objects. If folks are intersted in seeing this card for Custom Objects, then upvote this post. Thanks!

Re: Displaying Line Items on Company Side Bar

WinnieHien — Wed, 29 Nov 2023 17:50:29 GMT

@D_ARICI, @MortenL, and @MBouchard1 you can enroll in this private beta through the Product Update page.

The private beta involves a screener question and request for feedback. Follow the process in the link and I'll follow-up with you directly.