Tracking yearly changing properties

Keegan4123 — Thu, 07 Nov 2024 13:39:21 GMT

Asked a similiar question for a use case and was suggested custom objects. For that case a custom object worked really well. Gut says its the only way for this example as well but figured id put it out to the community.

Have a contact record that purchases some garden seed from us every year, what they plant every year changes. We want to historically track in a property these details (not all sales flow through hubspot yet)

So 2 properties would be:

Year:

Planted:

History would love to see:

2025

Planted: Peas and corn

2024

Planted: Beans and Onions

ECT.

Re: Tracking yearly changing properties

karstenkoehler — Thu, 07 Nov 2024 13:42:00 GMT

Hi @Keegan4123,

If you have an Enterprise subscription and access to custom objects, then indeed you should create a custom object for this. There is no property type that would give you a timeline like this. The property history cannot be accessed in reports and an approach using multiple properties doesn't scale well.

With a custom object, each planting would have it's own record, with a planting date and details.

Let me know if you have any follow-up questions!

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Tracking yearly changing properties

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