CRM

SimpleDesign
Participant

Add Preview to Associated Contacts

SOLVE

In HubSpot, we currently have the ability to "Preview" a user from the CRM contact tables like so:

SimpleDesign_0-1732545574415.png

 

However, this does not apply to associations:

SimpleDesign_1-1732545617064.png

 

It would be useful if "Preview" worked for associated contacts as well as the main contact as this would reduce the amount of time spent loading into and out of profiles in large organisations or organisations where there may be multiple association contact types between departments etc.

 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Add Preview to Associated Contacts

SOLVE

Hi @SimpleDesign,

 

The best place for these kinds of requests is the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

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.

 

Have a great day!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Add Preview to Associated Contacts

SOLVE

Hi @SimpleDesign,

 

The best place for these kinds of requests is the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

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.

 

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.

SimpleDesign
Participant

Add Preview to Associated Contacts

SOLVE

Thanks Karsten! I've moved it there now.

0 Upvotes