Is there a possibility to filter by default the add association

Smart CRM & Sales Hub CRM
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1

Hi

In our CRM we have a custom object with a state (active / inactive). The custom object can be associated to companies. To simplify the screenshots, my example is with companies and contacts.

When I add a contact to a company

baernhardj_0-1775038043874.png
baernhardj_0-1775038043874.png619×679 46.5 KB

I see a list of contacts. Is there a possibility, that there are show only active contacts (based on the property state)?

Thanks and best regards

2

Hi @baernhardj,

No, there are no customization options for this tab - you could request this from the product team.
Sharing the Idea that @baernhardj created (thank you!): “Add new associated objects - filter by property / show additional property” so that others can add their upvotes and specific use cases.

Best regards

3

Thanks, I will do that.