We have created a roll-up field to detect if a Billing Contact has been added to a deal. The field is a roll-up count on the association label “Billing Contact” and as long as the count is greater than zero, we know there is at least one and then we dont harrass the sales rep to enter it.
The problem is… if a particular contact has multiple association labels like “Primary Contact” and “Billing contact” it seems to fail in counting them.
Am i doing something wrong or does this just not work this way??
Hi @MLaRosa3,
That sounds like a bug and I’d recommend flagging it with HubSpot support in-app directly, via chat or email.
Best regards
FYI - I reported this as a bug - but they told me to make sure the “associated record property” was “Record ID” and not anything else. I had it as “email” for no real reason. Once i changed it to “record ID” the roll-up started working correctly. Strange - but I’m OK with it working now!!
@MLaRosa3 aha! That suggests that some contacts might not have an email address? In any case, yes, using something that is definitely available on each record (Record ID, Create date) is best practice.