CRM

Trainspot
Member

Add columns of related objects/entities to list view

SOLVE

Is it possible to add columns of related entities, not only the entity itself?

E.g.: List of deals, it contains deal name, priority etc.

I'd like to add Deal -> Primary Company -> City

Thanks a lot

Thomas

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

Add columns of related objects/entities to list view

SOLVE

Hi @Trainspot,

 

Unfortunately not, this is not possible on the object index pages.

 

Currently, the closes you could get to this is via custom reports (requiring a Professional subscription). Here you could create a cross-object report, visualized as a table.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
CCanepa
Participant

Add columns of related objects/entities to list view

SOLVE

@karstenkoehler 

Thanks for this post. It looks like it is still not possible to add a column from a related object.

I created a table-based report which sort of delivers the functionality, but the drawback is that you can't click and drill down into a row on the table. Unless I am missing something there?

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

Add columns of related objects/entities to list view

SOLVE

Hi @Trainspot,

 

Unfortunately not, this is not possible on the object index pages.

 

Currently, the closes you could get to this is via custom reports (requiring a Professional subscription). Here you could create a cross-object report, visualized as a table.

 

Best regards!

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.

0 Upvotes
Trainspot
Member

Add columns of related objects/entities to list view

SOLVE

Thanks a lot for the quick response!

Thomas 

0 Upvotes