Allow Filtering on Custom Associated Record Sidebar Cards

[HNewman]

Current Functionality

Currently it is possible to create new cards via the record customisation page.

For cards created that are displayed in the center tab, it is possible to apply filtering on some of the card types to only display the details you want to see.

In the below example, I have an “association table” card that allows me to display associated records, the properties I want to see, and a filter to only show certain types of records that match the filter criteria; in this case I only want to see product subscriptions that are not deactivated:

Limitation

While this is true for cards in the center tab, sidebar cards on a record currently are only able to display all associated records. It is possible to create new cards to display different properties of those records, but it will still show every associated record. When creating a new card, there is only the option to change the properties visible, and nothing else.

Suggestion

My suggestion would be to be able to create cards with similar filtering and sorting options, so as only to display associated records with certain criteria you are interested in, at a glance.

Example

On a company page you could create a sidebar card called “Ticket Openers”. This card would show associated contacts of the company, but filtered on a custom property that exists on the contact level, “Number of tickets opened”. You could set the filter to be “Number of tickets opened” > 0, sort by “Number of tickets opened” descending.

Now this sidebar card would show you, at a glance, the contacts associated to the company record you are viewing that have opened tickets, in order of most to least.

Benefit

Due to the sidebar cards always being present on a record (unless minimised) they have the benefit of displaying information without needing to navigate around the record. Sometimes teams will be looking for common information, and the ability to display that information on the sidebar would minimise the amount of navigation required as it will be visible at a glance.

This would also help to clean up associations somewhat. In my first example of “Active Product Subscriptions”, the current functionality displays all of our custom object Product Subscriptions. Some of these may be old trials that we ran. Some may be deactivated products, or legacy products. This is all useful data, but due to the associations showing all records, it means we could have 10+ associated records showing in the sidebar, most of which are not relevant. By allowing filtering, we could change this to only display the ones that are useful at a glance.

[JLiss]

We would like to be able to filter the associated cards on a record to prioritize the more relevant ones.

For example, we are a SaaS provider, so we would like to be able to filter the associated subscriptions on a Company record to show the active subscriptions. We would also like to be able to filter the associated contacts to have the subscription admin at the top of the list of contacts.

Ideally we would also like to be able to do this on our custom subscription object as well.

[MegCundall]

I agree - I’d like for the Deal Associate Cards to be sorted/filtered so the “Open” deals appear at the top of the Associate card and the won/closed lost are at the bottom of the list.

[PAtlan]

I agree, the Deals cards are useless if all we see are a sample of old won deals. It would be great to be able to filter out archived deals (by pipeline,maybe) and to sort by criteria).
I have the same request for contacts. I have two types of contacts in my instance, and one I don’t really need to show (and of course, it’s the one that shows …)

[MFigura]

Also makes a lot of sense for tickets. There’s no need to flood a contacts view with closed tickets when only the open & in progress ones are relevant in an overview glance.

[CBrunnert]

Definitely an important function that is missing. The display of only open deals and tickets would be great. Also in the Outlook plugin! Because here you search much too long to find the right deal / open tickets.

[DBusch]

Agree, we have a use case for companies association card.
I would like to have 2 different companies to companies associations cards depending on the type of the company.
Example :

- One association card for parent/child companies to track the internal prospect organization

- One other association card for partner to track the fact that this prospect works with a partner that we have in our CRM

Having a big company association card for everything is messy in that case.

[AHewetson]

Totally agree with this - we are looking to filter the contacts card so that inactive contacts don’t show.

[RufusGCMT]

100% agreed, this would be massive.

It’d allow us to hide but still store data on inactive contacts, addresses etc. It’s already available for the association tables in the middle of record pages, so I’d hope they could copy this functionality across to the quicker view as well…

However, worth noting that clicking the ‘View all {object}’ button from the association card takes you through to a view with all associated records, so this would probably then have to take effect here as well. Not a massive issue but it might be slightly more messy for them than the association tables section was.

[ehakim]

I’m facing a challenge with managing different types of associated contacts in HubSpot, and I believe a filtered association card feature would be extremely valuable.

Current Scenario:

• B2B2C business model
• Two teams working with different types of contacts associated with the same companies:
  • Sales Team: Managing commercial contacts (typically 2-3 per company)
  • Support Team: Managing both commercial contacts and end users (can exceed 100+ per company)
• All contacts need to be associated with companies for analytical purposes

Current Problem:

• The right sidebar association card shows ALL associated contacts
• Sales team finds it difficult to quickly identify their relevant contacts when there are 100+ support contacts mixed in
• No native way to filter or segment these associations in the side panel view

Requested Feature: The ability to create filtered association cards in the right sidebar based on contact properties or association labels. For example:

• Sales team could see only “Sales Contacts” in their association card
• Support team could see all contacts in their association card
• Both maintaining the company association for reporting purposes

Use Case Benefits:

1. Cleaner user interface for different teams
2. Maintain data relationships for reporting
3. Better user experience for teams managing different contact types
4. No need to create separate databases or compromise on data structure

Has anyone found a workaround for this, or does anyone else face similar challenges?

[Stevie-Kv]

+1 from me, just ran into this myself when testing - Will need to get developers to create a custom card to solve for my use cases, would have been great to have this be possible in the UI.
Use case:

• A deal record in an enquiry sales pipeline is the parent record to multiple additional associated deal records of different types (A and B).
• The right side bar needs to have a card showing only associated deal records (type A)
• The right side bar needs to have a card showing only associated deal records (type B)

The filter I’d like to apply would either be:

• A deal record property - E.g. Type A deal records are identified by being associated AND being in a separate deal pipeline
• The association label - E.g. The enquiry is associated to type A deal record with the association label “enquiry_type_a”

[TimLopez]

This is a good idea, and an important feature request. I would use it to only show deals from a particular deal pipeline in the Account Overview sidebar for any given company or contact record. I want my sales reps to only see those that are part of the “ACTIVE” pipeline. Right now a company might show dozens of old, Closed Won or Closed Lost deals in the sidebar, when all I want to see are the 2 active deals for a given client.

[MBentley8]

I just came across a use case where it would be nice to only see open tickets in the tickets card on any particular deal. Once a ticket is closed, it would be nice if it disappeared so the team didn’t have to worry about it anymore.

[LRosenbloom]

Lily here from the HubSpot Product team

Thank you for your feedback on this functionality. I am excited to announce that we recently released the ability to add default sort behavior to sidebar association cards! You can read more about the feature in the product notification.

[TimLopez]

@LRosenbloom, this is a good start, thank you for the update and the work on this!
What about adding a filter option that would allow us to exclude inactive Deals (e.g. filter by a specific deal pipeline)? I’m currently seeing dozens of years old, inactive deals for each customer, which distracts from the active deals. Sorting by deal amount will be helpful at times, unless the deals with the highest amounts are the ones that are old and inactive.
Thanks!

[MLaun]

thank for the update

I was very pleased about the sorting function. Only to realize once again that it can only be used to a very limited extent and is therefore unusable for me in some cases.

Unfortunately, we only have very few fields per card that I can display. For example, if I only want to display the most recent deals at the top, I have to include a date, which I have not displayed so far, and as a result I lose important information in the view.

It would be easier if I had a filter: filter out all deals that are already X years old and sort the rest by amount.

[TimLopez]

@MLaun can you explain how you add a date to the Deal card in the sidebar? That might be what I need to do as a workaround until they add the filtering option we’re both requesting.

[MLaun]

@TimLopez

You go to the corresponding view. Create a new card on the right-hand side. There is only a selection of association cards here. Then you can add any properties, including a date, e.g. completion date, to sort by.

It would also have been nice to be able to select the user-defined order for options in the sorting function, then you could have sorted by deal phase. Unfortunately, it only works alphabetically.

[bnekhoda]

@LRosenbloomHi Lily, while indeed a Sort by function has been added, the initial request was about adding Filters to the sidebar cards. Is there going to be an update to include this?

[DZeko]

Filtering deals is essential in Hubspot.. sorting does not solve the problem at all because it doesn’t work as intended.