I am having trouble filtering contacts by company name. Some companies filter perfectly fine, others simply won’t show. I can filter by contact names no issues. Any ideas what i am doing wrong?
Hi @DJephcott,
Could you please provide more details / context? Where exactly in HubSpot are you filtering – are you using the HubSpot search, an index page search, a filtered view, a list? (if you’re unsure, please share a screenshot)
Can you share an example of a search term, a screenshot of the search, and a record your expecting to show but which doesn’t?
Best regards
@DJephcott thank you – you might want to blur or pixelate personal information.
It’s definitely unintuitive but this is expected behavior. The column with the company name is the associated company record. The search however looks at the contact field ‘Company name’. Click ‘Edit columns’, add ‘Company name’ and you’ll likely see that the field is empty – which is why HubSpot will not return the result, unfortunately.
This can be solved easily in a Professional or Enterprise subscription with an automation that copies the name of the associated company into the contact field ‘Company name’.
Again, it’s unintuitive but it’s unfortunately what it is – hope this explanation clarifies the behavior.
@DJephcott in the left sidebar, please click the Actions button (next to About this contact), then search for ‘Company name’. Does the field have a value?
Alternatively, please see my previous reply, simply add a column for “Company name” on the contact index page.
The information in the right sidebar is still referring to the associated company, it’s not a contact field.
@DJephcott I mean this button:
Click that, then “View all properties”, then search for “Company name”.
Or, again, see my previous reply on simply adding the company name column here:
Hey @DJephcott, the issue might be related to the “Company Name” property. Since you’re trying to filter based on company name, the “Company Name” field must contain data in order for the filtering to work correctly. I have created this quick loom video for you to better understanding of this.
You can see in the video that I have “Test Company 02” as a company record in my account but the value isn’t populated in the “Company name” property and thus that company isn’t filter out.To address this issue, you can set up a contact-based workflow in the backend that automatically copies the Company name from the contact’s associated Company.
Let me know if this helps you out or if you have any further query.
Thank you!