I work with individuals and businesses alike, and very often I have the following scenrio:
| Client | Contact | Account | Client Type |
|---|---|---|---|
| John F | Himself | 123 | Private/Individual |
| Busy Bobs | John F | 789 | Business/Corporate |
How can one have view similar to the above (custom properties aside)
Hi @nicktimmsza,
This is not possible - the view you’d like to have is mixing company records and contact records. John F is a contact, Busy Bobs is a company record. There isn’t any view in HubSpot which lets you look at a merged view of contacts and companies like you shared in your post.
If you’re looking at the contact index page (Menu > Contacts > Contacts) you would see all contacts listed with their associated companies. If they don’t have an associated company, it would be empty. For contacts who have both a B2C and a B2B relationship, I’d recommend creating a custom property with two checkboxes. In the case of John F, you would check both boxes, one for B2C, one for B2B. That would still not give you the exact view you’re looking for but by filtering you could easily find all B2C vs B2B contacts.
Best regards!
Hello Karsten,
This is as I thought, is this applicable even beyond free accounts?
(Hope I am using the correct terminology for this next bit)
For example is it not possible to create an Object with conditional properties? In which case the 1st property query would be “Is this client Business or Individual?” this would then hide/unhide subsequent properties accordingly?
Finally have a “view” for the Clients object?
Hi @nicktimmsza,
No worries, the right terminology is nice but not needed.
There is a feature in HubSpot called custom object but it’s only available in Enterprise subscriptions: Create custom object records
Theoretically, yes, you could populate it conditionally with the information you’d like, pulling from either contact or company - but it’s not a free feature.
Best regards!