CRM

Dionissios1
Member

Ability to Reorder Contacts Based on Recent Interactions

SOLVE

Hi everyone,

I believe there's a valuable feature missing from the "Company" object that could greatly enhance our workflow.

Currently, when I access the "Associated Contacts" section within a company, the contacts are displayed in a fixed order. While this is useful for basic reference, it would be incredibly helpful to have the ability to reorder these contacts based on the date of our most recent interaction.

For example, I'd like to be able to have the contacts I've recently updated or communicated with appear at the top of the list. This would allow me to quickly access the most relevant information and improve my overall efficiency.

Here's a breakdown of the benefits this feature would provide:

  • Improved efficiency: Quickly locate the most relevant contacts for ongoing projects.
  • Enhanced organization: Personalize the contact list to match individual workflows.
  • Better time management: Reduce the time spent searching for specific contacts.

    I understand that this feature may require additional development, but I believe it would be a valuable addition to the platform and would greatly benefit many users.
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Ability to Reorder Contacts Based on Recent Interactions

SOLVE

Hi @Dionissios1,

 

As you've already noticed, this is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Order-of-associations-within-record/idi-p/448299

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

In this thread, when you scroll down a bit, you'll also find a reply and a form by a product manager who is interested in feedback. This is your chance to get your requirements heard! 🙂

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Ability to Reorder Contacts Based on Recent Interactions

SOLVE

Hi @Dionissios1,

 

As you've already noticed, this is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Order-of-associations-within-record/idi-p/448299

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

In this thread, when you scroll down a bit, you'll also find a reply and a form by a product manager who is interested in feedback. This is your chance to get your requirements heard! 🙂

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.