Is there a way, don’t think so yet, for me to add a feedback item to the company overview area? I want to be able to show the overall feedback scores for a group of contacts under the account. As my team is managing their accounts they need a quick overview to see open tickets, deal, feedback, etc. I can’t seem to find an easy way to show feedback on the company record. Any ideas? If not, how about a rolled up summary in the overview
Hey @lroquet - I have the same issue as you, but I think I came across a good workaround last week, which might help you! Using this, you can see/link to the most recent feedback, per contact, at the company level:
At the company level, I was able to create a custom tab in the middle column, called “Feedback”
(Settings > Objects > Companies [“record customisation tab”] - choose “customize middle column”
I edited the default view (you may have different team views) - check what you have set up:
- In the default view, add a new tab called “Feedback”
- Then go to “Add cards” > Create card > Association table
- Choose object type “Contacts”
- Add the following fields: NPS survey rating, NPS survey comment, NPS survey date (I had to create “NPS survey name” as we have many surveys)
- Set the filter to “NPS survey rating” is KNOWN
- Sort by “NPS survey date” descending for most recent on top.
The caveat is that the NPS fields will get overwritten at contact level every time the same person fill out a feedback form, but its certainly good for a snapshot. Ideally, feedback submissions themselves would be linked to the company, so they persist indefinitely. I just upvoted this issue which raises this: https://community.hubspot.com/t5/HubSpot-Ideas/Add-received-feedback-to-contact-and-company-record/idc-p/932463#M171291