Child and Parent Companies in Mobile App

HubSpot Ideas
,
1

I need to be able to see and modify the parent and child companies associated to a Company record when using the Mobile App. I anticipate this would just be another section added to the Associations tab when looking at a Company record.

2

I don’t have a solution for modifying, but we did just deploy something that allows you to see and easily navigate to a parent company from a child company. It’s a little clunky, but it works.

  1. Create three new company properties:
    • Parent Company Name (type = text)
    • Parent Company ID (type = unformatted number)
    • Parent Company Link (type = text)
  2. Create a company workflow:

    • Trigger = Parent Company is known (turn on re-enrollment)

    • First Action = Copy ‘Parent Company’ to ‘Parent Company Name’

    • Second Action = Copy ‘Parent Company’ to ‘Parent Company ID’

    • Third Action = Set ‘Parent Company Link’ to Loading...

      YOURPORTALID#

      /company/{{ company.parent_company_id }}

  3. Add the following properties to the left-hand sidebar about section for companies
    • Parent Company Name
    • Parent Company Link

In the mobile app, this will allow you to see the name of the parent company and a clickable link to the parent company’s record in the About tab on a child company’s record. You may have to log out and log back in to see the changes in the mobile app.

3

The ability to view parent/child companies was requested in the Japanese Community as well. (Link to thread)

It’ll be handy to have this feature on mobile!