organise/arrange contacts on company record

I’d love to be able to arrange contacts on a company record in order of importance or relevance to the record. Sometimes we have more than 5-10 contacts associated with a company and it would be ideal to arrange them so that the top contacts relevant to the company were shown on the company view without having to click through.

We definitely need this functionality too!

It would be great if it were a setting and you could use apply filters and sort by contact properties, and have this as a default view whenever you go to a company page.

This would be very helpful since some companies have 20+ contacts, etc.

Hi @BradCarter ,

I appreciate this doesn’t give you the exact solution you are looking for. But we also really wanted to see the contacts in an order that made sense to us from the company profile. So back in 2017 we created an internal solution for ourselves, which worked from inside HubSpot, so that we could map out our key Stakeholders, understand the reporting structure, highlight their personas etc.

It’s now a much more advanced solution which is in the HubSpot App marketplace under OrgChartHub. We have a free plan so feel free to check it out, if you haven’t already. I hope this helps you.

Kind Regards,

Dan Currin,

Co-Founder

OrgChartHub

GeoMapper

OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps

Hi everyone, I’m a member of the HubSpot product team. Thanks for filing this issue @BradCarter, it was an interesting one to stumble upon. I’m doing research on this exact problem right now and I’m looking for some help from you all.
What do you consider to be “important or relevance” when it comes to this type of sorting? What attributes or data points tell you that one record is more important than another associated?
Feel free to add your examples or use cases as comments, as this is a problem we’re currently keen on solving on the CRM record pages.

This would absoloutely gamechanging for us. Companies with 20+ contacts would be far easier to manage with this!!!

To answer Dylan’s question, I think alphabetical would be a no-brainer, job title would also be helpful, or honestly just manual reordering if that’s possible.

Its really frustrating to consistently click “View more in filtered view” on a Comapny record to find the main point of contact. Maybe you can float the “Champion” or “Decision Maker” to the top of the list or sort the Contacts by most engaged or emailed? The Contacts sidebar on the Company needs a drastic overhaul and seems like an easy one with the recent Accounts feature added.

I agree, we also would like to be able to view all contacts from within the COMPANY, thanks

It would be good to sort the associate contacts. Ideas are

- by lead status

- by individual “favorites”

- by number of activities associated to the contact

- by conatcts with last actions

- …

By the way… it would be also good for deals to sort by certain properties (e.g. deal phase, .. etc.).

Wanted to bring this back up, still very frustrating to click “view more contacts” on the company page. It would be great to have the ability to select to see all company contacts and stay on that company page.

Extremely important feature to have…so frustrating trying to find contacts on a deal when there is 20 plus…thats us!

We need to sort how contacts are shown on the company record directly in the right sidebar menu, too.

Ideally, it would be sorted by Association Label and we could rank the association labels in order of importance to the sales team. For example; Primary, Secondary, Accounts Payable, Data, Graphics, Vendor, etc. would show in that order. Alternatively, we could also sort that view of associated contacts by last activity date as a default as I think that would be useful for the entire Hubspot community.

Currently, if a company has 10 contacts, we see a randomized view. However, we can’t delete them or re-prioritize them in order of priority from the company record.

Related posts: https://community.hubspot.com/t5/HubSpot-Ideas/Sorting-Contacts-at-the-Company-Level/idi-p/725884

https://community.hubspot.com/t5/HubSpot-Ideas/Custom-sort-Associated-Contacts-on-right-side-of-Company-page/idi-p/752468

Agree!

Need to be able to sort contacts in the company sidebar view. It’s a hassle to expand to ‘view all associated contacts’ as most decision makers get lost - which I believe is now sorted by ‘Create Date’? It would be great if we can set rules how the contacts are sorted (If property status= active view at top/inactive contacts view at bottom…).

Would be nice to have a color code feature as well or mark favorite contacts with a star.

Bumping this thread - it’s kind of crazy we don’t have any control of who is displayed in company view.

Currently it’s sorted by “Create Date”. At a minimum, I would expect it to be sorted by “last activity” or something more relavent

this feels like an obvious, necessary, and low-lift improvement. it’s beyond frustrating to disqualify half the contacts associated with a company but be forced to look at them, at all, but also within the first 4 on the list. what I want is the ability to select which and how many contacts even show up on the right sidebar menu, while the rest can remain associated, but not visible from that page.

Agreed strongly here! Love to provide the detailed need/feedback if helpful.

@MMorgan6 Here’s another one I belive this is very closely related to this idea (https://community.hubspot.com/t5/HubSpot-Ideas/organise-arrange-contacts-on-company-record/idi-p/282586) and the feedback you’re collecting there. I’m looking for the same solution so just tagging you for visibility on similar requests :slightly_smiling_face:

Hello,

I appreciate these suggestion as it will help me greatly also. When in a Company record, I am only seeing 5 contacts listed when it shows I have a total of 11 contacts. I was curious if there is an estimated time when this feature enhancement will be provided?

Please share your thoughts when you get a chance.

Thank you!

Yes, this is a must ! Simple trick would be to leave the last 5 contacts with the last activities, in the preview, to avoid clicking through and changing page just to find the contact we are looking for.

I agree, we also would like to view all contacts from within the COMPANY. thanks